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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 Photronics PLAB $1.61B	132	+132	–	$527M
52	52 DELISTED Coherent Inc COHR	131	+131	–	$1.2B
53	53 Lattice Semiconductor LSCC $15.1B	125	+125	–	$572M
54	54 Monolithic Power Systems MPWR $59.9B	123	+123	–	$862M
55	55 Universal Display OLED $3.51B	122	+122	–	$928M
56	56 Adeia ADEA $2.34B	120	+120	–	$1.1B
57	57 CEVA Inc CEVA $785M	119	+119	–	$377M
58	58 Rambus RMBS $9.61B	117	+117	–	$503M
59	59 FormFactor FORM $8.42B	110	+110	–	$302M
60	60 United Microelectronic UMC $51.1B	96	+96	–	$428M
61	61 Onto Innovation ONTO $10.9B	93	+93	–	$277M
62	62 Axcelis ACLS $3.48B	92	+92	–	$104M
63	63 Cohu COHU $2.51B	85	+85	–	$243M
64	64 PDF Solutions PDFS $1.68B	85	+85	–	$340M
65	65 ASE Group ASX $107B	84	+84	–	$274M
66	66 Ultra Clean Holdings UCTT $2.37B	84	+84	–	$114M
67	67 Ambarella AMBA $2.69B	83	+83	–	$107M
68	68 Himax Technologies HIMX $2.01B	83	+83	–	$216M
69	69 MaxLinear MXL $6.56B	83	+83	–	$138M
70	70 STMicroelectronics STM $40.5B	82	+82	–	$130M
71	71 Vicor VICR $9.96B	79	+79	–	$62.2M
72	72 NVE Corp NVEC $497M	76	+76	–	$160M
73	73 AXT Inc AXTI $3.65B	61	+61	–	$36.7M
74	74 Alpha and Omega Semiconductor AOSL $678M	60	+60	–	$92.3M
75	NPTN 75 DELISTED NEOPHOTONICS CORP NPTN	58	+58	–	$90.2M