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
10.39B +49.20%
Technology
Other Semiconductors
2.38B +68.53%
Technology
Integrated Circuits
9.74B +86.75%
Technology
Semiconductor Machinery Manufacturing
16.84B +39.55%
Technology
Other Semiconductors
3.22B +85.57%
Technology
Integrated Circuits
4.7B +116.07%
Technology
Other Semiconductors
4.89B +324.86%
Technology
Other Semiconductors
58.14B +216.75%
Technology
Other Semiconductors
236B +51.92%
Technology
Other Semiconductors
23.82B +192.27%
Technology
Integrated Circuits
225B +229.37%
Technology
Other Semiconductors
6.36B +64.16%
Technology
Other Semiconductor Equipment & Testing
84.63B +154.69%
Technology
Other Semiconductors
24.63B +101.28%
Technology
Integrated Circuits
8.68B +416.80%
Technology
Integrated Circuits
665M +4.23%
Technology
Other Semiconductor Equipment & Testing
3.56B +96.36%
Technology
Other Semiconductor Equipment & Testing
149B +54.75%
Technology
Integrated Circuits
13.29B +423.27%
Technology
Integrated Circuits
6.26B +173.22%
Technology
Other Semiconductor Equipment & Testing
8.55B +117.04%
Technology
Semiconductor Machinery Manufacturing
4.24B +56.01%
Technology
Other Semiconductors
176B +36.51%
Technology
Semiconductor Machinery Manufacturing
35.22B +8.82%
Technology
Other Semiconductors
4.89B +123.05%
Technology
Memory Chips (RAM)
13.66B +47.59%
Technology
Other Semiconductor Equipment & Testing
1.21B +96.18%
Technology
Other Semiconductors
57.48B +32.33%
Technology
Other Semiconductor Equipment & Testing
20.69B +31.86%
Technology
Other Semiconductors
23.98B +117.31%
Technology
Semiconductor Machinery Manufacturing
1.4B +41.89%
Technology
Other Semiconductor Equipment & Testing
14.95B +68.04%
Technology
Other Semiconductor Equipment & Testing
3.14B +89.93%
Technology
Other Semiconductors
57.48B +4.44%
Technology
Other Semiconductors
4.43B +146.23%
Technology
Memory Chips (RAM)
35.44B +71.93%
Technology
Other Semiconductors
2.25B +66.67%
Technology
Other Semiconductors
2.27B +447.09%
Technology
Other Phones & Handheld Devices
1,167B +117.68%
Technology
Integrated Circuits
1.02B +84.07%
- - 59.81B -
Technology
Other Semiconductors
52.77B +172.02%
Technology
Other Semiconductors
1,971B +58.71%
Technology
Other Semiconductors
43.47B +93.65%
Technology
Other Semiconductor Equipment & Testing
625B +56.94%
Technology
Other Semiconductor Equipment & Testing
4.42B +101.27%
Technology
Other Semiconductors
2.77B +44.95%
Technology
Other Semiconductors
1,658B +2.45%
Technology
Integrated Circuits
878M +37.83%
Technology
Integrated Circuits
3.87B +86.54%
Technology
Other Semiconductor Equipment & Testing
11.91B +24.85%
Technology
Other Semiconductors
7.23B +206.72%
Technology
Other Semiconductors
8.59B +189.47%
Technology
Semiconductor Machinery Manufacturing
3.75B +58.59%
Technology
Other Semiconductor Equipment & Testing
1.36B +20.74%
Technology
Semiconductor Machinery Manufacturing
1.82B +209.99%
Technology
Memory Chips (RAM)
38.85B +81.18%
Technology
Other Semiconductor Equipment & Testing
337B +65.10%
Technology
Semiconductor Testing Equipment & Service
221B +43.25%
Technology
Semiconductor Machinery Manufacturing
331B +69.19%
Technology
Semiconductor Machinery Manufacturing
44.47B +57.23%
Industrials
Testing & Measuring Equipment
16.24B +54.49%
Technology
Other Semiconductors
921B +185.25%
Technology
Semiconductor Machinery Manufacturing
2.23B +84.00%
Technology
Semiconductor Testing Equipment & Service
55.21B +85.72%
Technology
Semiconductor Machinery Manufacturing
4.72B +73.05%
Technology
Electronic Component
57.96B +66.88%
Technology
Other Semiconductors
1,104B +249.60%
Technology
Semiconductor Machinery Manufacturing
4.16B +78.94%
Technology
Semiconductor Testing Equipment & Service
141B +63.23%
Technology
Other Semiconductors
5,296B +17.90%
Technology
Semiconductor Machinery Manufacturing
198M -5.58%
Technology
Semiconductor Machinery Manufacturing
49.89B +93.91%
Technology
Semiconductor Machinery Manufacturing
4.13B +66.73%
Technology
Other Semiconductors
5.4B -40.56%
Technology
Other Semiconductors
211B +178.18%
Technology
Other Semiconductors
1.98B +193.18%
Technology
Memory Chips (RAM)
2.69B +167.54%
Technology
Other Semiconductor Equipment & Testing
3.06B +173.71%
Basic Materials
Other Specialty Chemicals
529M -19.86%
Technology
Other Semiconductor Equipment & Testing
12.27B +63.55%
Technology
Other Semiconductors
24.78B +90.86%
Technology
Other Semiconductors
20.1B +59.06%
Technology
Other Semiconductors
16.63B +148.63%
Technology
Other Semiconductors
11.06B +6.36%
Technology
Other Semiconductors
18B +70.60%
Technology
Other Semiconductors
890B +154.68%
Technology
Other Semiconductor Equipment & Testing
6.73B +37.98%
Technology
Other Semiconductors
15.41B +49.23%
Technology
Other Semiconductors
38.46B +13.35%
Technology
Other Semiconductors
11.55B +48.67%
Technology
Other Semiconductors
1.45B +211.21%
Technology
Integrated Circuits
1.95B +110.36%
Technology
Integrated Circuits
5.01B +128.46%
Technology
Semiconductor Testing Equipment & Service
10.66B +23.67%
Technology
Other Semiconductors
1.95B +32.75%
Technology
Other Semiconductors
1.01B +17.11%
Technology
Other Semiconductors
80.98B +48.05%
Basic Materials
Other Specialty Chemicals
607M +7.93%
Energy
Photovoltaic Solar Systems & Equipment
21.62B -25.98%

News of the components

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