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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 Magnachip Semiconductor MX $198M	133	+1	+0.8%	$663M
52	52 Adeia ADEA $2.32B	132	+12	+10%	$1.02B
53	53 DELISTED Coherent Inc COHR	131	0	0%	$1.41B
54	54 Amkor Technology AMKR $10.6B	126	-9	-7%	$297M
55	55 Himax Technologies HIMX $2.07B	126	+43	+52%	$434M
56	56 Universal Display OLED $3.55B	125	+3	+2%	$1.04B
57	57 Lattice Semiconductor LSCC $15.2B	122	-3	-2%	$495M
58	58 Rambus RMBS $9.9B	122	+5	+4%	$612M
59	59 FormFactor FORM $8.62B	113	+3	+3%	$322M
60	60 CEVA Inc CEVA $805M	104	-15	-13%	$339M
61	61 Axcelis ACLS $3.51B	101	+9	+10%	$114M
62	62 United Microelectronic UMC $51.7B	97	+1	+1%	$337M
63	63 PDF Solutions PDFS $1.74B	96	+11	+13%	$407M
64	64 Ambarella AMBA $2.68B	95	+12	+14%	$141M
65	65 ASE Group ASX $107B	94	+10	+12%	$300M
66	66 MaxLinear MXL $6.55B	92	+9	+11%	$168M
67	67 Cohu COHU $2.53B	91	+6	+7%	$213M
68	68 Onto Innovation ONTO $11B	91	-2	-2%	$320M
69	69 Vicor VICR $9.73B	85	+6	+8%	$72M
70	70 Ultra Clean Holdings UCTT $2.45B	83	-1	-1%	$135M
71	71 STMicroelectronics STM $41.4B	80	-2	-2%	$104M
72	72 NVE Corp NVEC $500M	75	-1	-1%	$175M
73	NPTN 73 DELISTED NEOPHOTONICS CORP NPTN	72	+14	+24%	$82.8M
74	74 Alpha and Omega Semiconductor AOSL $694M	63	+3	+5%	$118M
75	75 ChipMOS TECHNOLOGIES IMOS $2.22B	63	+10	+19%	$197M