Investment Themes

The buoyant semiconductor sector

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Investment Themes

Electronic chips are everywhere. The expansion of connected objects (IoT) in our environments and the digitalization of the world we live in are reflected in the electronic components industry. Cars, smartphones, dishwashers... virtually every object in our daily lives is equipped with a range of technological components.

Among these components, semiconductors are materials that control the flow of current in electronic devices. They are usually made from silicon (sometimes also from gallium, germanium or arsenide). These solid chemical compounds are sometimes current conductors and sometimes insulators. It is this very property that characterizes semiconductors. Behind the generic term of semiconductor hides a whole family of components: we find analog circuits, digital circuits (logic, memory, micro-processor), sensors or optical components. There are important growth levers for all the players in this industry due to the emergence of artificial intelligence, the demand from the Internet of Things (IoT), autonomous cars and big data, and the development of the middle classes in emerging countries. This thematic list identifies the best players in the semiconductor sector based on their fundamentals and the potential for appreciation of their listed stock. The list is updated regularly and only includes the top 100 stocks in terms of growth, financial strength, profitability, valuation (and many other fundamental criteria) out of hundreds of stocks listed worldwide. We find designers, producers, founders and integrated companies.

Our selection

Technology
Integrated Circuits
1.13B +44.89%
Technology
Semiconductor Machinery Manufacturing
24.31B +95.36%
Technology
Integrated Circuits
4.54B +114.73%
Technology
Other Semiconductor Equipment & Testing
2.86B +54.55%
Technology
Other Semiconductors
36.65B +92.89%
Technology
Other Semiconductors
20.46B +145.52%
Technology
Integrated Circuits
7.74B +353.51%
Technology
Other Semiconductors
5.23B +30.35%
Technology
Other Semiconductor Equipment & Testing
72.05B +114.37%
Technology
Other Semiconductors
16.88B +46.27%
Technology
Memory Chips (RAM)
16.9B +84.14%
Technology
Other Semiconductors
203B +54.80%
Technology
Other Semiconductor Equipment & Testing
151B +51.75%
Technology
Integrated Circuits
1B +52.11%
Technology
Integrated Circuits
6.66B +187.43%
Technology
Semiconductor Testing Equipment & Service
12.14B +21.01%
Technology
Integrated Circuits
6.68B +216.35%
Technology
Other Semiconductors
78.65B +82.48%
Technology
Semiconductor Machinery Manufacturing
4.86B +69.83%
Technology
Other Semiconductors
8.62B +188.45%
Technology
Semiconductor Machinery Manufacturing
51.94B +52.34%
Technology
Other Semiconductor Equipment & Testing
833M +31.94%
Technology
Other Semiconductor Equipment & Testing
3.47B +96.45%
Technology
Other Semiconductors
27.1B +55.96%
- - 60.19B -
Technology
Other Semiconductor Equipment & Testing
13.74B +49.74%
Technology
Memory Chips (RAM)
38.7B +111.56%
Technology
Other Semiconductors
2.59B +84.86%
Technology
Other Semiconductors
1.85B +341.86%
Technology
Other Semiconductors
9.42B +304.31%
Technology
Other Semiconductors
4.16B +98.56%
Technology
Other Semiconductor Equipment & Testing
1.84B +81.22%
Technology
Integrated Circuits
1,895B +44.19%
Technology
Other Semiconductor Equipment & Testing
598B +41.70%
Technology
Other Semiconductors
2,036B +23.95%
Technology
Integrated Circuits
1.73B +218.53%
Technology
Memory Chips (RAM)
34.86B +69.02%
Technology
Semiconductor Testing Equipment & Service
244B +52.17%
Technology
Integrated Circuits
4.67B +176.18%
Technology
Semiconductor Machinery Manufacturing
1.13B +136.14%
Technology
Other Semiconductor Equipment & Testing
18.99B +94.93%
Technology
Other Semiconductors
15.37B +42.25%
Technology
Semiconductor Machinery Manufacturing
50.76B +72.02%
Technology
Other Semiconductor Equipment & Testing
368B +73.07%
Technology
Semiconductor Machinery Manufacturing
346B +73.14%
Technology
Semiconductor Testing Equipment & Service
138B +46.57%
Technology
Semiconductor Machinery Manufacturing
3.96B +61.86%
Industrials
Testing & Measuring Equipment
21.16B +100.18%
Technology
Other Semiconductors
810B +188.79%
Technology
Other Phones & Handheld Devices
1,175B +138.12%
Technology
Other Semiconductors
842B +184.19%
Technology
Semiconductor Machinery Manufacturing
4.43B +108.54%
Technology
Semiconductor Testing Equipment & Service
56.32B +88.88%
Technology
Semiconductor Machinery Manufacturing
4.03B +84.19%
Technology
Other Semiconductors
5,228B +18.13%
Technology
Other Semiconductors
149B +100.65%
Technology
Semiconductor Machinery Manufacturing
2.26B +100.40%
Technology
Other Semiconductor Equipment & Testing
3.9B +241.99%
Technology
Memory Chips (RAM)
2.24B +121.83%
Technology
Other Semiconductor Equipment & Testing
9.57B +98.46%
Technology
Other Semiconductor Equipment & Testing
14.16B +82.54%
Technology
Other Semiconductors
23.79B +93.20%
Technology
Other Semiconductors
21.99B +150.01%
Technology
Semiconductor Machinery Manufacturing
3.63B +114.73%
Technology
Other Semiconductors
16.56B +60.27%
Technology
Other Semiconductors
27.46B +110.14%
Technology
Other Semiconductors
742B +117.17%
Energy
Photovoltaic Solar Systems & Equipment
1.26B -33.64%
Technology
Other Electronic Equipment & Parts
1.54B -16.13%
Technology
Other Semiconductors
262B +69.88%
Technology
Integrated Circuits
9.98B +89.47%
Technology
Integrated Circuits
185B +171.33%
Technology
Other Semiconductor Equipment & Testing
9.01B +123.89%
Technology
Other Semiconductor Equipment & Testing
25.05B +48.79%
Technology
Other Semiconductors
2.09B +27.17%
Technology
Other Semiconductors
74.42B +38.67%
Technology
Semiconductor Machinery Manufacturing
1.28B +34.26%
Technology
Other Semiconductors
2.82B +47.74%
Technology
Other Semiconductors
40.89B +63.55%
Technology
Semiconductor Machinery Manufacturing
4.32B +79.72%
Technology
Other Semiconductors
7.23B -1.15%
Technology
Semiconductor Machinery Manufacturing
34.11B +40.67%
Technology
Integrated Circuits
9.56B +3.97%
Technology
Electronic Component
65.59B +106.84%
Technology
Semiconductor Machinery Manufacturing
306M +48.17%
Technology
Other Semiconductors
2.59B +316.79%
Technology
Other Semiconductors
17.43B +74.73%
Technology
Other Semiconductors
3.34B +12.30%
Technology
Other Semiconductor Equipment & Testing
11.53B +168.66%
Technology
Other Semiconductor Equipment & Testing
5.37B +127.66%
Technology
Other Semiconductors
227B +96.01%
Technology
Other Semiconductors
9.74B +19.43%
Technology
Integrated Circuits
9.67B +32.75%
Technology
Other Semiconductors
4.71B +264.56%
Technology
Integrated Circuits
1.21B +36.08%
Technology
Integrated Circuits
4.29B -22.23%
Technology
Other Semiconductor Equipment & Testing
6.64B +174.66%
Technology
Other Semiconductors
51.3B +124.15%
Technology
Integrated Circuits
4.46B -14.89%
Technology
Other Semiconductors
8.07B +43.36%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The buoyant semiconductor sector