Investment Themes
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 | Other Semiconductors | 9.68B | +11.36% | ||
| Technology | Other Semiconductor Equipment & Testing | 2.05B | +8.00% | ||
| Technology | Integrated Circuits | 720M | +5.42% | ||
| Technology | Memory Chips (RAM) | 11.7B | +22.41% | ||
| Technology | Semiconductor Testing Equipment & Service | 10.48B | +9.29% | ||
| Technology | Semiconductor Machinery Manufacturing | 1B | +4.86% | ||
| Technology | Other Semiconductors | 3.8B | +20.54% | ||
| Technology | Other Semiconductors | 146B | +9.88% | ||
| Technology | Other Semiconductors | 47.12B | +8.52% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.21B | +11.08% | ||
| Technology | Integrated Circuits | 647M | +14.55% | ||
| - | - | 69.81B | - | ||
| Technology | Other Semiconductors | 1,404B | +10.32% | ||
| Technology | Other Semiconductors | 1,612B | -1.79% | ||
| Technology | Other Semiconductor Equipment & Testing | 489B | +23.68% | ||
| Technology | Semiconductor Machinery Manufacturing | 1B | -0.32% | ||
| Technology | Other Semiconductor Equipment & Testing | 262B | +21.97% | ||
| Technology | Semiconductor Testing Equipment & Service | 188B | +18.06% | ||
| Technology | Integrated Circuits | 2.25B | +21.15% | ||
| Technology | Other Phones & Handheld Devices | 627B | +17.01% | ||
| Technology | Other Semiconductors | 14.22B | +20.82% | ||
| Technology | Semiconductor Testing Equipment & Service | 36.05B | +18.92% | ||
| Technology | Semiconductor Testing Equipment & Service | 106B | +14.54% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.28B | +27.98% | ||
| Technology | Other Semiconductors | 68.87B | -4.44% | ||
| Technology | Other Semiconductors | 375B | +16.80% | ||
| Technology | Other Semiconductors | 350B | +13.98% | ||
| Technology | Other Semiconductors | 23.21B | +22.54% | ||
| Technology | Other Semiconductors | 4,450B | -1.80% | ||
| Technology | Other Semiconductors | 12.25B | +25.78% | ||
| Technology | Other Semiconductors | 16.11B | +25.53% | ||
| Technology | Other Semiconductors | 13.86B | +4.92% | ||
| Technology | Memory Chips (RAM) | 1.07B | +3.68% | ||
| Technology | Other Semiconductors | 2.79B | -8.53% | ||
| Technology | Other Semiconductors | 364B | +4.41% | ||
| Basic Materials | Other Specialty Chemicals | 600M | -2.05% | ||
| Technology | Other Semiconductors | 21.47B | +9.64% | ||
| Technology | Integrated Circuits | 603M | +5.71% | ||
| Technology | Other Semiconductors | 8.64B | +8.79% | ||
| Technology | Integrated Circuits | 75.83B | +4.90% | ||
| Technology | Other Semiconductors | 4B | -2.31% | ||
| Technology | Other Semiconductors | 1.97B | +11.34% | ||
| Technology | Integrated Circuits | 896M | +1.47% | ||
| Technology | Other Semiconductors | 1.46B | +1.20% | ||
| Technology | Semiconductor Machinery Manufacturing | 41.11B | +22.69% | ||
| Technology | Integrated Circuits | 5.7B | +2.75% | ||
| Technology | Other Semiconductor Equipment & Testing | 2.49B | +13.96% | ||
| Technology | Other Semiconductor Equipment & Testing | 2.07B | +20.00% | ||
| Technology | Other Semiconductor Equipment & Testing | 10.03B | +10.76% | ||
| Technology | Other Semiconductor Equipment & Testing | 12.03B | +23.28% | ||
| Technology | Other Semiconductors | 2.09B | +9.07% | ||
| Basic Materials | Other Specialty Chemicals | 635M | +15.87% | ||
| Technology | Memory Chips (RAM) | 25.07B | +18.09% | ||
| Technology | Integrated Circuits | 5.37B | +2.56% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.03B | +24.20% | ||
| Technology | Semiconductor Machinery Manufacturing | 2.6B | +15.32% | ||
| Technology | Other Semiconductors | 319M | +10.77% | ||
| Technology | Semiconductor Machinery Manufacturing | 2.59B | +15.44% | ||
| Technology | Semiconductor Machinery Manufacturing | 191M | -2.17% | ||
| Technology | Electronic Component | 31.43B | -0.25% | ||
| Energy | Photovoltaic Solar Systems & Equipment | 1.72B | -13.19% | ||
| Technology | Other Semiconductors | 4.9B | +14.04% | ||
| Technology | Other Semiconductor Equipment & Testing | 10.04B | +28.09% | ||
| Technology | Other Semiconductors | 9.11B | -1.13% | ||
| Energy | Photovoltaic Solar Systems & Equipment | 25.37B | -9.49% | ||
| Technology | Integrated Circuits | 7.33B | +34.64% | ||
| Technology | Other Semiconductors | 176B | +11.50% | ||
| Technology | Other Electronic Equipment & Parts | 1.78B | -1.61% | ||
| Technology | Integrated Circuits | 2.41B | +4.58% | ||
| Technology | Integrated Circuits | 7.38B | +2.41% | ||
| Technology | Other Semiconductors | 5.88B | +45.38% | ||
| Technology | Other Semiconductor Equipment & Testing | 123B | +24.10% | ||
| Technology | Integrated Circuits | 703M | +6.10% | ||
| Technology | Integrated Circuits | 2.49B | +8.18% | ||
| Technology | Other Semiconductors | 887M | +3.16% | ||
| Technology | Other Semiconductors | 2.08B | +15.58% | ||
| Technology | Semiconductor Machinery Manufacturing | 34.76B | +28.28% | ||
| Technology | Semiconductor Machinery Manufacturing | 239B | +17.47% | ||
| Technology | Integrated Circuits | 9.5B | -.--% | ||
| Technology | Semiconductor Testing Equipment & Service | 8.91B | +8.54% | ||
| Technology | Other Semiconductors | 22.76B | +1.44% | ||
| Technology | Other Electronic Equipment & Parts | 4.87B | +12.39% | ||
| Technology | Other Semiconductors | 7.57B | -3.03% | ||
| Technology | Other Semiconductors | 111B | -3.95% | ||
| Technology | Other Semiconductors | 2.32B | +12.21% | ||
| Technology | Other Semiconductor Equipment & Testing | 40.7B | +17.56% | ||
| Technology | Other Semiconductors | 1.34B | +5.75% | ||
| Technology | Integrated Circuits | 786M | +1.45% | ||
| Technology | Other Semiconductor Equipment & Testing | 19.71B | +20.86% | ||
| Technology | Other Semiconductors | 175B | -3.81% | ||
| Basic Materials | Other Commodity Chemicals | 1.41B | +8.96% | ||
| Technology | Other Semiconductors | 451M | +8.72% | ||
| Energy | Photovoltaic Solar Systems & Equipment | 2.08B | +20.55% | ||
| Technology | Memory Chips (RAM) | 10.83B | +9.50% | ||
| Technology | Other Semiconductors | 5.96B | +12.57% | ||
| Technology | Other Semiconductors | 60.61B | +10.94% | ||
| Technology | Other Semiconductors | 24.99B | +9.20% | ||
| Technology | Other Semiconductor Equipment & Testing | 702M | +17.71% | ||
| Industrials | Testing & Measuring Equipment | 12.78B | +19.09% | ||
| Energy | Photovoltaic Solar Systems & Equipment | 5.74B | +20.53% | ||
News of the components
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