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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	CAJ 51 DELISTED Canon, Inc. CAJ	138	-11	-7%	$564M
52	52 Coherent COHR $48.2B	135	-15	-10%	$729M
53	53 Photronics PLAB $1.66B	134	-1	-0.7%	$560M
54	54 Diodes DIOD $3.85B	133	+4	+3%	$925M
55	55 Himax Technologies HIMX $2.07B	133	-15	-10%	$435M
56	56 Universal Display OLED $3.55B	132	-3	-2%	$1.01B
57	57 Ambarella AMBA $2.68B	130	+9	+7%	$228M
58	58 Rambus RMBS $9.9B	121	-1	-0.8%	$765M
59	59 Ultra Clean Holdings UCTT $2.45B	121	+14	+13%	$307M
60	60 PDF Solutions PDFS $1.74B	111	+6	+6%	$395M
61	61 FormFactor FORM $8.62B	104	+5	+5%	$309M
62	62 MaxLinear MXL $6.55B	103	+8	+8%	$220M
63	63 ASE Group ASX $107B	101	-7	-6%	$566M
64	64 CEVA Inc CEVA $805M	101	-3	-3%	$323M
65	65 Axcelis ACLS $3.51B	99	-9	-8%	$136M
66	66 Magnachip Semiconductor MX $198M	95	-23	-19%	$438M
67	67 Onto Innovation ONTO $11B	90	+1	+1%	$356M
68	68 United Microelectronic UMC $51.7B	89	-3	-3%	$315M
69	69 Cohu COHU $2.53B	87	0	0%	$215M
70	70 Vicor VICR $9.73B	82	0	0%	$97.2M
71	71 Applied Optoelectronics AAOI $6.87B	81	+31	+62%	$179M
72	72 Silicon Motion SIMO $7.25B	80	+10	+14%	$202M
73	73 ChipMOS TECHNOLOGIES IMOS $2.22B	79	+12	+18%	$281M
74	74 NVE Corp NVEC $500M	79	+1	+1%	$205M
75	75 STMicroelectronics STM $41.4B	73	-5	-6%	$81.2M