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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Funds holding	Growth	Growth %	Fund value
51	51 DELISTED Qorvo QRVO	541	+4	+0.7%	$7.97B
52	52 Vicor VICR $11.3B	515	+144	+39%	$8.27B
53	53 FormFactor FORM $9.35B	510	+114	+29%	$11.4B
54	54 Element Solutions ESI $8.74B	503	+57	+13%	$12.1B
55	55 ASE Group ASX $115B	487	+115	+31%	$6.89B
56	56 Applied Optoelectronics AAOI $7.32B	483	+107	+28%	$7.56B
57	57 Vishay Intertechnology VSH $4.43B	469	+164	+54%	$8.16B
58	58 Kulicke & Soffa KLIC $4.42B	464	+95	+26%	$6.47B
59	59 Tower Semiconductor TSEM $23.6B	452	+73	+19%	$17.1B
60	60 Axcelis ACLS $3.66B	443	+63	+17%	$5.85B
61	61 GlobalFoundries GFS $27.3B	443	+92	+26%	$45B
62	62 Universal Display OLED $3.45B	442	-19	-4%	$3.8B
63	63 Ultra Clean Holdings UCTT $2.57B	438	+107	+32%	$6.5B
64	64 MaxLinear MXL $7.15B	435	+197	+83%	$9.47B
65	65 Cerebras Systems CBRS $33.6B	417	+417	–	$19.6B
66	66 Enpro NPO $6.22B	408	+52	+15%	$7.94B
67	67 Materion MTRN $5.33B	406	+72	+22%	$6.04B
68	68 Diodes DIOD $3.99B	399	+61	+18%	$5.02B
69	69 Silicon Motion SIMO $7.58B	385	+111	+41%	$8.23B
70	70 ACM Research ACMR $4.26B	376	+75	+25%	$6.11B
71	71 Allegro MicroSystems ALGM $6.01B	375	+53	+16%	$10.2B
72	72 Synaptics SYNA $4.66B	375	+75	+25%	$5.16B
73	73 Power Integrations POWI $2.5B	373	+65	+21%	$5.24B
74	74 United Microelectronic UMC $53.7B	364	+46	+14%	$4.9B
75	75 Silicon Laboratories SLAB $7.38B	354	-24	-6%	$6.74B