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Semiconductor leaders
Profiting on Moore's Law. These are some of the largest US companies by market cap in the semiconductor supply chain.
Updated Aug 26, 2025
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10 investments
NVIDIA Corp
NVDA
Advanced Micro Devices Inc.
AMD
Micron Technology Inc.
MU
Broadcom Inc
AVGO
Lam Research Corp.
LRCX
Applied Materials Inc.
AMAT
Qualcomm, Inc.
QCOM
Texas Instruments Inc.
TXN
Analog Devices Inc.
ADI
KLA Corp.
KLAC