Semiconductor investing on MarketPlays
Invest in semiconductors.
The whole theme, not one stock.
Pick the semiconductor theme and MarketPlays builds you a basket of real chip companies, part from what major ETFs hold and part from what real investors hold. You set the ratio, and the whole basket goes through the broker you already use.
Free to start on the web, iPhone, and Android.
The companies behind the theme
Both sides of your blend hold real companies. The ETF side draws from what major ETFs in the theme hold, and the crowd side follows what investors here actually hold, synced from their connected brokerages and aggregated anonymously. Here are the largest companies in the semiconductors theme right now:
Prefer a wider net? Mix semiconductors with any of the 350+ themes in the catalog and the basket rebuilds around your picks.
- NVDANVIDIA Corp$5.1T
- TSMTaiwan Semiconductor Manufacturing$2.3T
- AVGOBroadcom Inc$1.9T
- MUMicron Technology Inc.$1.1T
- AMDAdvanced Micro Devices Inc.$910B
- ASMLASML Holding NV$693B
Largest companies in the theme by market size. Your basket's weights come from ETF allocations and investor holdings, shown to you before you invest.
Three steps to your semiconductors portfolio
Pick your themes
Start with semiconductors and add any of the 350+ themes you believe in. No brokerage needed to start.
Set your blend
Decide how much of the basket follows what major ETFs hold and how much follows what real investors hold. One slider, your call.
Invest through your broker
Connect the account you already trade with and place the whole basket in one order, when you are ready.
Common questions
Is investing in semiconductors on MarketPlays free?
Creating an account, picking themes, and building your portfolio are free, including 2 trades a month. Pro starts at $9.99 a month on the web with a 14-day free trial, and unlocks all 350+ themes, unlimited trades, instant blend changes, daily portfolio updates, and a live intraday chart.
How is the semiconductors portfolio built?
Your portfolio holds real companies from two sources: an ETF side drawn from what major ETFs in the semiconductors theme hold, and a crowd side drawn from what investors here actually hold. The default split is 40 percent crowd and 60 percent ETF, and you can shift it with one slider in the app.
Which companies are in the semiconductors theme?
The theme catalog tracks companies across the semiconductors space; the list on this page shows the largest by market size. Your own basket draws from major ETF holdings in the theme and from what real investors hold, and you see every holding and weight before you invest.
Does MarketPlays pick stocks or trade for me?
No. Nothing trades without you placing the order, and the AI research explains a stock, covering the bull case, the bear case, key risks, and upcoming catalysts, without ever picking it for you. MarketPlays is not an investment adviser, and nothing in the app is personalized advice.
What brokers can I use?
You can connect 9 brokerages, including Robinhood, Webull, and E*TRADE. Your money and your positions stay at your brokerage, and orders are placed through the account you connect.
Call your theme.
Free to start on the web, iPhone, and Android.
Quotes may be delayed. MarketPlays is not an investment adviser.