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
10.08B +40.11%
Technology
Other Semiconductors
2.39B +67.03%
Technology
Integrated Circuits
8.91B +62.87%
Technology
Semiconductor Machinery Manufacturing
18.47B +50.21%
Technology
Other Semiconductors
3.3B +84.88%
Technology
Other Semiconductors
1.47B +208.63%
Technology
Other Semiconductors
51.68B +163.96%
Technology
Integrated Circuits
4.7B +103.35%
Technology
Other Semiconductors
236B +48.97%
Technology
Other Semiconductors
4.3B +238.59%
Technology
Other Semiconductors
6.46B +59.83%
Technology
Integrated Circuits
223B +208.74%
Technology
Other Semiconductors
22.96B +164.70%
Technology
Other Semiconductor Equipment & Testing
81.73B +134.73%
Technology
Integrated Circuits
10.2B +468.84%
Technology
Integrated Circuits
699M +5.63%
Technology
Other Semiconductor Equipment & Testing
3.59B +87.64%
Technology
Other Semiconductor Equipment & Testing
8.48B +116.53%
Technology
Other Semiconductor Equipment & Testing
155B +62.70%
Technology
Integrated Circuits
13.64B +415.09%
Technology
Integrated Circuits
6.02B +145.63%
Technology
Semiconductor Machinery Manufacturing
4.38B +58.49%
Technology
Other Semiconductors
176B +33.57%
Technology
Semiconductor Machinery Manufacturing
37.85B +18.64%
Technology
Other Semiconductors
4.88B +119.46%
Technology
Memory Chips (RAM)
14.09B +38.97%
Technology
Other Semiconductor Equipment & Testing
1.25B +100.69%
Technology
Other Semiconductors
60.14B +35.03%
Technology
Other Semiconductor Equipment & Testing
19.06B +20.05%
Technology
Other Semiconductors
24.75B +110.65%
Technology
Semiconductor Machinery Manufacturing
1.41B +44.67%
Technology
Other Semiconductor Equipment & Testing
15.79B +77.36%
Technology
Other Semiconductors
57.45B +4.96%
Technology
Other Semiconductors
4.29B +127.14%
Technology
Other Semiconductor Equipment & Testing
2.97B +83.26%
Technology
Memory Chips (RAM)
34.23B +59.34%
Technology
Other Phones & Handheld Devices
1,208B +113.09%
Technology
Other Semiconductors
2.19B +415.70%
Technology
Other Semiconductors
1,975B +55.48%
Technology
Integrated Circuits
944M +47.93%
- - 60.41B -
Technology
Other Semiconductors
54.09B +156.99%
Technology
Other Semiconductors
46.45B +104.17%
Technology
Other Semiconductor Equipment & Testing
655B +60.97%
Technology
Other Semiconductor Equipment & Testing
4.74B +115.37%
Technology
Other Semiconductors
2.79B +47.22%
Technology
Other Semiconductors
1,703B +3.41%
Technology
Other Semiconductors
2.28B +73.71%
Technology
Integrated Circuits
872M +40.86%
Technology
Integrated Circuits
2.86B +32.99%
Technology
Other Semiconductor Equipment & Testing
11.87B +21.00%
Technology
Other Semiconductors
7.6B +207.98%
Technology
Other Semiconductors
8.69B +176.39%
Technology
Semiconductor Machinery Manufacturing
4.17B +71.00%
Technology
Other Semiconductor Equipment & Testing
1.37B +21.83%
Technology
Semiconductor Machinery Manufacturing
2B +229.52%
Technology
Other Semiconductor Equipment & Testing
385B +79.72%
Technology
Semiconductor Machinery Manufacturing
361B +76.94%
Technology
Semiconductor Machinery Manufacturing
46.97B +62.94%
Technology
Semiconductor Testing Equipment & Service
242B +52.75%
Technology
Memory Chips (RAM)
39B +73.57%
Industrials
Testing & Measuring Equipment
17.6B +62.90%
Technology
Other Semiconductors
891B +153.00%
Technology
Semiconductor Machinery Manufacturing
5.18B +88.69%
Technology
Semiconductor Testing Equipment & Service
55.82B +84.45%
Technology
Semiconductor Machinery Manufacturing
2.29B +82.00%
Technology
Electronic Component
55.2B +52.71%
Technology
Other Semiconductors
1,148B +256.19%
Technology
Semiconductor Machinery Manufacturing
4.15B +69.07%
Technology
Semiconductor Testing Equipment & Service
154B +75.60%
Technology
Semiconductor Machinery Manufacturing
206M -2.79%
Technology
Semiconductor Machinery Manufacturing
47.86B +83.26%
Technology
Other Semiconductors
5,563B +23.52%
Technology
Semiconductor Machinery Manufacturing
4.05B +62.87%
Technology
Other Semiconductors
5.3B -41.62%
Technology
Other Semiconductors
196B +163.06%
Technology
Other Semiconductors
2.11B +205.91%
Technology
Memory Chips (RAM)
2.65B +164.62%
Basic Materials
Other Specialty Chemicals
588M -11.64%
Technology
Other Semiconductor Equipment & Testing
3.28B +185.95%
Technology
Other Semiconductor Equipment & Testing
13.15B +69.78%
Technology
Other Semiconductors
25.13B +89.35%
Technology
Other Semiconductors
20.54B +57.02%
Technology
Other Semiconductors
13.8B +100.69%
Technology
Other Semiconductors
11.83B +13.31%
Technology
Other Semiconductors
780B +123.00%
Technology
Other Semiconductors
18.41B +73.30%
Technology
Other Semiconductor Equipment & Testing
6.71B +37.03%
Technology
Other Semiconductors
40.27B +16.40%
Technology
Other Semiconductors
11.62B +45.81%
Technology
Other Semiconductors
27.25B +114.03%
Technology
Integrated Circuits
5.26B +123.76%
Technology
Semiconductor Testing Equipment & Service
10.63B +11.15%
Technology
Other Semiconductors
1.94B +23.51%
Basic Materials
Other Specialty Chemicals
638M +16.42%
Technology
Other Semiconductors
85.67B +55.66%
Technology
Other Semiconductors
38.67B +59.02%
Technology
Other Semiconductors
10.5B +55.77%
Technology
Integrated Circuits
3.27B +138.91%
Energy
Photovoltaic Solar Systems & Equipment
21.97B -21.74%

News of the components

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