Powering “Everything Everywhere All at Once”

In this paper, we update the investment case for the MarketVector IndexesTM (“MarketVector”) flagship MVIS® US Listed Semiconductor 25 Index (MVSMH), tracked by more than USD 9 billion assets under management. We start by exploring how to distinguish between different semiconductor technologies and use cases. Semiconductors are not a “one size fits all” solution and understanding their diverse applications is crucial in identifying how to gain exposure to specific tech themes as they evolve. We will then delve into the driving forces behind the growth of the semiconductor industry, the prevalence of semiconductors in other notable growth themes. Finally, we will showcase the index’s methodology, built and maintained based on best practices of benchmark design, ensuring the investability and capacity required to underlie some of the largest semiconductor funds in the world.

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