Semiconductors & related devices (SIC 3674)

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Semiconductors & related devices (SIC 3674)

Major group 36: Electronic and other electrical equipment and components, except computer equipment

Part of 367 Electronic components and accessories

Companies with SIC industry code 3674. Companies with no code (SIC 0) and shell companies (SIC 9995) are left out.

S&P 500 companies All companies

The tiles, heatmap and tables below use the industry’s S&P 500 companies.

Companies in 2020 Q4 13

Average profit weight between them 0.68

Average profit weight in the industry over time

The mean profit weight over every ordered pair of the industry’s companies, each quarter: S&P 500 companies (solid) and all companies (faded). Click a quarter to show it.

Computed from the current data release, using every firm in the sample. Published papers used earlier releases and samples, so their figures differ slightly.

Show the numbers

Profit weights between the 13 largest companies, 2020 Q4

Each cell is the profit weight of the row company’s shareholders on the column company (darker: higher). Companies are ordered so that tightly linked groups form blocks. Largest means most reported owners. Click a cell to compare the two companies.

	Vishay Precision Grou…	Broadcom Inc	Advanced Micro Device…	Analog Devices Inc	Micron Technology Inc	Intel Corp	Qorvo Inc	Microchip Technology …	NVIDIA Corp	Qualcomm Inc	Skyworks Solutions Inc	Xilinx Inc	I P G Photonics Corp
Vishay Precision Group Inc		0.42	0.41	0.54	0.45	0.46	0.51	0.51	0.42	0.45	0.54	0.52	0.34
Broadcom Inc	0.13		0.32	0.24	0.26	0.28	0.29	0.22	0.18	0.23	0.23	0.23	0.14
Advanced Micro Devices Inc	0.47	1.13		0.86	0.82	0.73	0.86	0.90	0.78	0.86	0.89	0.87	0.52
Analog Devices Inc	0.49	0.68	0.69		0.65	0.61	0.72	0.79	0.63	0.69	0.74	0.74	0.47
Micron Technology Inc	0.54	0.96	0.86	0.86		0.78	0.92	0.91	0.83	0.89	0.93	0.92	0.56
Intel Corp	0.67	1.31	0.95	1.00	0.97		1.13	1.06	0.90	0.98	1.14	1.13	0.71
Qorvo Inc	0.47	0.84	0.69	0.73	0.71	0.70		0.78	0.68	0.73	0.87	0.83	0.52
Microchip Technology Inc	0.39	0.55	0.62	0.68	0.59	0.56	0.66		0.59	0.66	0.73	0.73	0.44
NVIDIA Corp	0.52	0.70	0.85	0.86	0.86	0.75	0.92	0.93		0.94	0.94	0.95	0.58
Qualcomm Inc	0.55	0.86	0.91	0.92	0.91	0.80	0.96	1.03	0.92		1.01	1.02	0.65
Skyworks Solutions Inc	0.52	0.69	0.75	0.79	0.75	0.74	0.91	0.90	0.74	0.81		0.93	0.58
Xilinx Inc	0.48	0.67	0.72	0.77	0.72	0.71	0.84	0.87	0.72	0.79	0.90		0.62
I P G Photonics Corp	0.26	0.34	0.35	0.39	0.36	0.36	0.43	0.43	0.36	0.41	0.46	0.51

Investors who drive it, 2020 Q4

The investors that contribute most to the industry’s average profit weight: roughly, those holding sizeable stakes in many of its companies at once. Owner types follow the forms each investor files with the SEC: 13F, Forms 3/4/5, 13D or 13G, in that order of precedence (an investor that files both 13F and Forms 3/4/5, such as Carl Icahn, counts as a 13F filer). Big Three is Vanguard, BlackRock and State Street.

Big Three
13F filers
13G filers
13D filers
Forms 3/4/5 filers

#	Investor	Type	Companies held here	Share of the average	SEC CIK
1	Vanguard Group Inc	Big Three	13	42%	102909
2	BlackRock Inc.	Big Three	13	31%	1364742
3	State Street Corp	Big Three	13	8%	93751
4	FMR Llc*Fil LTD	13F filer	13	3%	315066
5	Capital International Inc /Ca/Capital International SarlCapital International LTD /Ca/Capital Research Global InvestorsCapital World InvestorsCapital International InvestorsCapital Bank & Trust Co	13F filer	10	3%	732812
6	Price T Rowe Associates Inc /MD/	13F filer	13	2%	80255
7	Geode Capital Management, LLC	13F filer	13	1%	1214717
8	JPMorgan Chase & Co	13F filer	13	1%	19617
9	Northern Trust Corp	13F filer	13	0.8%	73124
10	Bank of New York Mellon Corp	13F filer	13	0.6%	1629943
11	Dimensional Fund Advisors LP	13F filer	13	0.5%	354204
12	Royce & Associates LP	13F filer	13	0.5%	38777
13	Norges Bank	13F filer	12	0.5%	1374170
14	UBS Asset Management Americas Inc*Ubs Group AG	13F filer	13	0.4%	1610520
15	Bank of America Corp /DE/	13F filer	13	0.4%	70858
16	Alliancebernstein L.P.	13F filer	13	0.4%	1109448
17	Nuveen Asset Management, LLC	13F filer	13	0.3%	1521019
18	Invesco LTD.	13F filer	13	0.3%	914208
19	Legal & General Group PLC	13F filer	13	0.2%	764068
20	Janus Henderson Group PLC	13F filer	12	0.2%	1274173
21	Wellington Management Group LLP	13F filer	11	0.2%	902219
22	Ameriprise Financial Inc	13F filer	13	0.2%	820027
23	Morgan Stanley	13F filer	13	0.2%	895421
24	Wells Fargo & Company/Mn	13F filer	13	0.2%	72971
25	Primecap Management Co/Ca/	13F filer	5	0.2%	763212

The companies, 2020 Q4

Company	Reported owners	Reported ownership	SEC CIK
Intel Corp SIC 3674 · S&P 500	2520	63.92%	50863
Qualcomm Inc SIC 3674 · S&P 500	2011	75.75%	804328
NVIDIA Corp SIC 3674 · S&P 500 · outlier	2000	70.67%	1045810
Broadcom Inc SIC 3674 · S&P 500 · outlier	1490	81.91%	1730168
Advanced Micro Devices Inc SIC 3674 · S&P 500	1190	76.22%	2488
Micron Technology Inc SIC 3674 · S&P 500	1116	83.85%	723125
Analog Devices Inc SIC 3674 · S&P 500	1054	95.74%	6281
Skyworks Solutions Inc SIC 3674 · S&P 500	927	77.03%	4127
Microchip Technology Inc SIC 3674 · S&P 500	886	93.54%	827054
Xilinx Inc SIC 3674 · S&P 500	834	85.37%	743988
Qorvo Inc SIC 3674 · S&P 500	677	84.87%	1604778
I P G Photonics Corp SIC 3674 · S&P 500	407	77.08%	1111928
Vishay Precision Group Inc SIC 3674 · S&P 500 · dual class	125	83.24%	1487952

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Profit weights between the 13 largest companies, 2020 Q4

Investors who drive it, 2020 Q4

The companies, 2020 Q4

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