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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 Amkor Technology AMKR $10.9B	138	+12	+10%	$432M
52	52 Lattice Semiconductor LSCC $15.2B	135	+13	+11%	$607M
53	53 Universal Display OLED $3.6B	135	+10	+8%	$1.11B
54	54 Photronics PLAB $1.68B	135	+1	+0.7%	$585M
55	55 Adeia ADEA $2.4B	134	+2	+2%	$1.07B
56	56 Diodes DIOD $3.93B	129	-11	-8%	$830M
57	57 Rambus RMBS $10.1B	122	0	0%	$632M
58	58 Ambarella AMBA $2.8B	121	+26	+27%	$301M
59	59 Magnachip Semiconductor MX $205M	118	-15	-11%	$600M
60	60 Axcelis ACLS $3.55B	108	+7	+7%	$145M
61	61 ASE Group ASX $109B	108	+14	+15%	$473M
62	62 Ultra Clean Holdings UCTT $2.53B	107	+24	+29%	$199M
63	63 PDF Solutions PDFS $1.74B	105	+9	+9%	$540M
64	64 CEVA Inc CEVA $824M	104	0	0%	$287M
65	65 FormFactor FORM $8.85B	99	-14	-12%	$281M
66	66 MaxLinear MXL $7.09B	95	+3	+3%	$227M
67	67 United Microelectronic UMC $52.5B	92	-5	-5%	$313M
68	68 Onto Innovation ONTO $11.4B	89	-2	-2%	$372M
69	69 Cohu COHU $2.6B	87	-4	-4%	$205M
70	70 Vicor VICR $10.1B	82	-3	-4%	$123M
71	71 NVE Corp NVEC $502M	78	+3	+4%	$208M
72	72 STMicroelectronics STM $41.7B	78	-2	-3%	$69.6M
73	73 Silicon Motion SIMO $7.41B	70	+10	+17%	$150M
74	74 ChipMOS TECHNOLOGIES IMOS $2.26B	67	+4	+6%	$221M
75	75 Alpha and Omega Semiconductor AOSL $707M	64	+1	+2%	$103M