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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 Sep 4, 2024
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10 investments
NVIDIA Corp
NVDA
Advanced Micro Devices Inc.
AMD
Broadcom Inc
AVGO
Micron Technology Inc.
MU
Lam Research Corp.
LRCX
Qualcomm, Inc.
QCOM
Applied Materials Inc.
AMAT
Texas Instruments Inc.
TXN
Analog Devices Inc.
ADI
KLA Corp.
KLAC