Bank of America says several major semiconductor companies are under-owned by funds, creating an "attractive opportunity."$英伟达(NVDA)$  is "owned by 28% of fund managers with 0.90x weighting (vs. semis at 1.19x)," says BofA.Analyst Vivek Arya says NVDA is "well positioned to address some of the largest and fastest-growing parts of technology," including gaming, self-driving cars, and AI.BofA also sees Synopsys (SNPS) as "particularly attractive" since the company is "under-owned and underweight" by funds.$科磊(KLAC)$ also makes the list with only 11.6% fund ownership.