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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 Coherent Inc COHR	145	+1	+0.7%	$1.58B
52	52 Ambarella AMBA $2.71B	143	+13	+10%	$374M
53	53 DELISTED Infinera Corporation Common Stock INFN	142	-8	-5%	$699M
54	54 Photronics PLAB $1.67B	139	+5	+4%	$566M
55	55 Rambus RMBS $9.99B	137	+16	+13%	$1.09B
56	56 Coherent COHR $51.9B	134	-1	-0.7%	$640M
57	57 Universal Display OLED $3.45B	127	-5	-4%	$1.04B
58	58 MaxLinear MXL $7.15B	119	+16	+16%	$235M
59	59 Element Solutions ESI $8.74B	118	+49	+71%	$2.76B
60	60 FormFactor FORM $9.35B	117	+13	+13%	$405M
61	61 Ultra Clean Holdings UCTT $2.57B	116	-5	-4%	$206M
62	62 PDF Solutions PDFS $1.79B	110	-1	-0.9%	$476M
63	63 ASE Group ASX $115B	107	+6	+6%	$695M
64	64 CEVA Inc CEVA $823M	106	+5	+5%	$269M
65	65 United Microelectronic UMC $53.7B	95	+6	+7%	$337M
66	66 Axcelis ACLS $3.66B	94	-5	-5%	$135M
67	67 Cohu COHU $2.76B	94	+7	+8%	$218M
68	68 Magnachip Semiconductor MX $199M	94	-1	-1%	$444M
69	69 Applied Optoelectronics AAOI $7.32B	93	+12	+15%	$218M
70	70 Silicon Motion SIMO $7.58B	93	+13	+16%	$271M
71	71 Onto Innovation ONTO $11.8B	92	+2	+2%	$379M
72	72 Himax Technologies HIMX $2.09B	91	-42	-32%	$136M
73	73 Vicor VICR $11.3B	86	+4	+5%	$78.7M
74	74 ChipMOS TECHNOLOGIES IMOS $2.41B	85	+6	+8%	$348M
75	75 STMicroelectronics STM $42B	80	+7	+10%	$80.2M