Investment Themes

The buoyant semiconductor sector

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
4.77B +102.90%
Technology
Other Semiconductors
17.95B +110.68%
Technology
Semiconductor Machinery Manufacturing
22.09B +76.60%
Technology
Other Semiconductors
64.84B +224.87%
Technology
Integrated Circuits
5.55B +190.70%
Technology
Other Semiconductors
3.32B +104.81%
Technology
Other Semiconductor Equipment & Testing
4B +114.55%
Technology
Other Semiconductors
7.2B +82.95%
Technology
Integrated Circuits
806M +19.25%
Technology
Integrated Circuits
13.83B +384.28%
Technology
Other Semiconductor Equipment & Testing
208B +106.56%
Technology
Semiconductor Machinery Manufacturing
4.81B +69.74%
Technology
Memory Chips (RAM)
14.45B +36.55%
Technology
Other Semiconductors
66.46B +43.23%
Technology
Other Semiconductors
190B +40.37%
Technology
Integrated Circuits
5.08B +101.64%
Technology
Semiconductor Machinery Manufacturing
49.21B +46.54%
Technology
Memory Chips (RAM)
45.81B +79.23%
Technology
Other Semiconductor Equipment & Testing
27.47B +56.42%
Technology
Other Semiconductor Equipment & Testing
1.08B +69.10%
Technology
Semiconductor Machinery Manufacturing
1.65B +57.53%
- - 58.77B -
Technology
Other Semiconductor Equipment & Testing
4.04B +125.96%
Technology
Other Semiconductor Equipment & Testing
22.08B +146.33%
Technology
Other Semiconductors
2.44B +433.14%
Technology
Other Semiconductors
8.9B +246.01%
Technology
Other Semiconductors
9.95B +193.48%
Technology
Other Semiconductors
46.29B +127.46%
Technology
Other Semiconductors
3.1B +65.57%
Technology
Memory Chips (RAM)
59.24B +140.19%
Technology
Other Semiconductor Equipment & Testing
5.45B +131.44%
Technology
Other Semiconductors
1,965B +59.35%
Technology
Other Semiconductor Equipment & Testing
1.25B +15.28%
Technology
Other Semiconductors
1,876B +10.01%
Technology
Other Semiconductor Equipment & Testing
682B +73.48%
Technology
Semiconductor Testing Equipment & Service
293B +79.83%
Technology
Integrated Circuits
904M +41.65%
Technology
Other Semiconductors
25.22B +108.23%
Technology
Other Semiconductor Equipment & Testing
16.77B +60.31%
Technology
Integrated Circuits
924M +25.98%
Technology
Semiconductor Machinery Manufacturing
2.57B +336.14%
Technology
Semiconductor Machinery Manufacturing
460B +120.43%
Technology
Semiconductor Machinery Manufacturing
51.63B +75.04%
Technology
Other Semiconductor Equipment & Testing
419B +87.39%
Technology
Semiconductor Testing Equipment & Service
141B +50.95%
Technology
Other Phones & Handheld Devices
1,187B +112.68%
Industrials
Testing & Measuring Equipment
23.9B +109.55%
Technology
Other Semiconductors
1,019B +182.95%
Technology
Other Semiconductors
1,021B +198.74%
Technology
Other Semiconductors
5,147B +11.32%
Technology
Semiconductor Machinery Manufacturing
5.3B +108.01%
Technology
Semiconductor Machinery Manufacturing
4.66B +107.22%
Technology
Semiconductor Testing Equipment & Service
53.56B +66.77%
Technology
Semiconductor Machinery Manufacturing
208M +2.17%
Technology
Semiconductor Machinery Manufacturing
3.18B +26.47%
Technology
Semiconductor Machinery Manufacturing
55.36B +97.46%
Technology
Other Semiconductors
5.88B -38.00%
Technology
Other Semiconductors
181B +122.02%
Technology
Other Semiconductor Equipment & Testing
4.58B +269.46%
Technology
Memory Chips (RAM)
3.73B +236.71%
Technology
Other Semiconductors
18.15B +73.01%
Technology
Other Semiconductors
28.3B +107.72%
Technology
Other Semiconductors
16.16B +62.58%
Basic Materials
Other Specialty Chemicals
522M -13.01%
Technology
Other Semiconductors
22.36B +61.40%
Technology
Other Semiconductor Equipment & Testing
6.78B +38.13%
Technology
Other Semiconductors
863B +134.19%
Technology
Semiconductor Machinery Manufacturing
3.48B +96.43%
Technology
Other Semiconductor Equipment & Testing
15.16B +81.17%
Technology
Other Semiconductors
15.02B +38.62%
Technology
Other Semiconductors
5.87B +46.24%
Technology
Integrated Circuits
8.92B +26.07%
Technology
Other Semiconductors
2.43B +60.68%
Technology
Integrated Circuits
10.82B +103.58%
Technology
Other Semiconductors
46.84B +29.60%
Technology
Integrated Circuits
1.81B +106.60%
Technology
Other Semiconductors
4.73B +267.35%
Technology
Other Semiconductors
274B +67.06%
Technology
Integrated Circuits
185B +158.74%
Technology
Other Semiconductor Equipment & Testing
93.08B +172.26%
Technology
Other Semiconductor Equipment & Testing
10.19B +129.18%
Technology
Semiconductor Testing Equipment & Service
11.66B +28.48%
Technology
Integrated Circuits
2.07B +108.49%
Technology
Other Semiconductors
2.24B +40.45%
Technology
Other Semiconductors
70.44B +24.22%
Technology
Other Semiconductors
2.46B +70.77%
Technology
Other Semiconductors
3.57B +92.46%
Technology
Other Semiconductors
49.91B +93.41%
Basic Materials
Other Specialty Chemicals
724M +25.83%
Technology
Integrated Circuits
3.42B +62.13%
Technology
Integrated Circuits
3.06B +117.63%
Technology
Other Semiconductors
59.86B +149.51%
Industrials
Other Industrial Machinery & Equipment
1.49B +53.16%
Technology
Semiconductor Machinery Manufacturing
6.36B +115.99%
Technology
Semiconductor Machinery Manufacturing
2.47B +95.73%
Technology
Electronic Component
58.57B +50.64%
Technology
Other Semiconductors
3.25B +369.48%
Technology
Other Semiconductors
3.02B -9.32%
Technology
Other Semiconductor Equipment & Testing
5.62B +119.38%
Energy
Photovoltaic Solar Systems & Equipment
24.05B -18.22%

News of the components

░░░░ ░░░░ ░░░░░░ ░░ ░░░░ ░░░░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░ ░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░░░░░░ ░░░░ ░ ░░░░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░ ░ ░ ░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░ ░░░░░ ░░░ ░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░
░░░░ ░░░░ ░░ ░░░░░░ ░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░ ░ ░░░░░░░░ ░░ ░░░ ░░ ░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░ ░ ░░░░ ░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░ ░░░ ░░░░░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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