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
110.81Cr +52.46%
Technology
Semiconductor Machinery Manufacturing
2.44TCr +86.77%
Technology
Integrated Circuits
498.95Cr +135.49%
Technology
Other Semiconductor Equipment & Testing
296.14Cr +52.55%
Technology
Other Semiconductors
3.81TCr +112.18%
Technology
Other Semiconductors
2.15TCr +148.00%
Technology
Integrated Circuits
819.89Cr +398.37%
Technology
Other Semiconductors
531.06Cr +30.92%
Technology
Other Semiconductor Equipment & Testing
7.49TCr +121.56%
Technology
Other Semiconductors
1.85TCr +42.81%
Technology
Memory Chips (RAM)
1.86TCr +87.93%
Technology
Other Semiconductors
21TCr +53.52%
Technology
Integrated Circuits
101.48Cr +48.36%
Technology
Other Semiconductor Equipment & Testing
15TCr +51.98%
Technology
Integrated Circuits
710.82Cr +179.78%
Technology
Semiconductor Testing Equipment & Service
1.17TCr +21.62%
Technology
Integrated Circuits
732.42Cr +210.69%
Technology
Other Semiconductors
8.16TCr +74.88%
Technology
Semiconductor Machinery Manufacturing
487.5Cr +70.96%
Technology
Other Semiconductors
890.54Cr +174.15%
Technology
Semiconductor Machinery Manufacturing
5.07TCr +51.13%
Technology
Other Semiconductor Equipment & Testing
86Cr +28.47%
Technology
Other Semiconductor Equipment & Testing
341.91Cr +107.66%
- - 6.02TCr -
Technology
Other Semiconductors
2.97TCr +66.32%
Technology
Other Semiconductor Equipment & Testing
1.37TCr +50.00%
Technology
Memory Chips (RAM)
4.56TCr +104.33%
Technology
Other Semiconductors
257.61Cr +76.94%
Technology
Other Semiconductors
190.71Cr +338.37%
Technology
Other Semiconductors
980.83Cr +287.83%
Technology
Other Semiconductors
389.38Cr +75.26%
Technology
Other Semiconductor Equipment & Testing
186.39Cr +80.79%
Technology
Integrated Circuits
1,84800Cr +45.48%
Technology
Other Semiconductor Equipment & Testing
59TCr +37.38%
Technology
Integrated Circuits
179.8Cr +244.56%
Technology
Memory Chips (RAM)
3.78TCr +65.02%
Technology
Semiconductor Testing Equipment & Service
24TCr +46.71%
Technology
Other Semiconductors
2,02800Cr +20.29%
Technology
Semiconductor Machinery Manufacturing
126.97Cr +143.77%
Technology
Other Semiconductor Equipment & Testing
1.9TCr +83.74%
Technology
Other Semiconductors
1.69TCr +47.09%
Technology
Semiconductor Machinery Manufacturing
5.13TCr +61.90%
Technology
Other Semiconductor Equipment & Testing
37TCr +67.74%
Technology
Semiconductor Machinery Manufacturing
35TCr +66.51%
Technology
Semiconductor Testing Equipment & Service
13TCr +46.19%
Technology
Semiconductor Machinery Manufacturing
428.28Cr +60.48%
Industrials
Testing & Measuring Equipment
2.16TCr +92.88%
Technology
Other Semiconductors
90TCr +181.87%
Technology
Other Phones & Handheld Devices
1,24200Cr +132.69%
Technology
Other Semiconductors
90TCr +163.75%
Technology
Semiconductor Machinery Manufacturing
468.89Cr +84.09%
Technology
Semiconductor Testing Equipment & Service
5.74TCr +82.89%
Technology
Semiconductor Machinery Manufacturing
420.06Cr +57.35%
Technology
Other Semiconductors
5,33200Cr +18.29%
Technology
Other Semiconductors
15TCr +91.17%
Technology
Semiconductor Machinery Manufacturing
3.54TCr +42.44%
Technology
Other Semiconductor Equipment & Testing
383.06Cr +222.78%
Technology
Memory Chips (RAM)
220.95Cr +123.67%
Technology
Other Semiconductor Equipment & Testing
965.7Cr +58.83%
Technology
Other Semiconductor Equipment & Testing
1.43TCr +73.58%
Technology
Other Semiconductors
2.38TCr +133.99%
Technology
Semiconductor Machinery Manufacturing
373.59Cr +113.68%
Technology
Other Semiconductors
2.58TCr +86.02%
Technology
Other Semiconductors
1.67TCr +47.60%
Technology
Other Semiconductors
2.79TCr +105.76%
Technology
Other Semiconductors
75TCr +105.39%
Energy
Photovoltaic Solar Systems & Equipment
129.99Cr -37.63%
Technology
Other Electronic Equipment & Parts
152.58Cr -16.13%
Technology
Other Semiconductors
27TCr +69.89%
Technology
Integrated Circuits
1.04TCr +84.58%
Technology
Integrated Circuits
20TCr +158.74%
Technology
Other Semiconductor Equipment & Testing
925.46Cr +127.50%
Technology
Other Semiconductor Equipment & Testing
2.52TCr +46.70%
Technology
Other Semiconductors
208.41Cr +31.08%
Technology
Other Semiconductors
7.73TCr +35.64%
Technology
Semiconductor Machinery Manufacturing
135.94Cr +40.47%
Technology
Other Semiconductors
283.78Cr +51.26%
Technology
Other Semiconductors
4.04TCr +75.23%
Technology
Semiconductor Machinery Manufacturing
446.21Cr +77.71%
Technology
Other Semiconductors
755.92Cr -3.93%
Technology
Integrated Circuits
1.01TCr +0.99%
Technology
Electronic Component
7.43TCr +99.10%
Technology
Semiconductor Machinery Manufacturing
29Cr +42.75%
Technology
Semiconductor Machinery Manufacturing
227.72Cr +77.47%
Technology
Other Semiconductors
267.4Cr +293.49%
Technology
Other Semiconductors
1.77TCr +69.82%
Technology
Other Semiconductor Equipment & Testing
1.18TCr +132.80%
Technology
Other Semiconductor Equipment & Testing
545.73Cr +115.69%
Technology
Other Semiconductors
349.08Cr +10.32%
Technology
Other Semiconductors
23TCr +88.65%
Technology
Other Semiconductors
5.36TCr +51.40%
Technology
Other Semiconductors
959.67Cr +13.50%
Technology
Integrated Circuits
963.07Cr +30.21%
Technology
Other Semiconductors
466.39Cr +263.64%
Technology
Integrated Circuits
132.77Cr +44.19%
Technology
Integrated Circuits
424.69Cr -21.08%
Technology
Other Semiconductor Equipment & Testing
631.71Cr +167.84%
Technology
Other Semiconductors
5.27TCr +112.46%
Technology
Integrated Circuits
456.82Cr -15.99%
Technology
Other Semiconductors
898.81Cr +50.61%

News of the components

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

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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