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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	149	+4	+3%	$1.46B
52	52 Adtran ADTN $526M	147	-6	-4%	$1.1B
53	CAJ 53 DELISTED Canon, Inc. CAJ	147	+1	+0.7%	$628M
54	54 Coherent COHR $48.3B	145	+11	+8%	$509M
55	55 Photronics PLAB $1.65B	143	+4	+3%	$529M
56	56 Rambus RMBS $9.94B	135	-2	-1%	$973M
57	57 Universal Display OLED $3.51B	130	+3	+2%	$1.01B
58	58 FormFactor FORM $8.65B	116	-1	-0.9%	$346M
59	59 Element Solutions ESI $8.62B	115	-3	-3%	$2.49B
60	60 MaxLinear MXL $6.63B	114	-5	-4%	$168M
61	61 Ultra Clean Holdings UCTT $2.48B	113	-3	-3%	$204M
62	62 Himax Technologies HIMX $2.09B	108	+17	+19%	$230M
63	63 ASE Group ASX $108B	106	-1	-0.9%	$632M
64	64 Cohu COHU $2.55B	106	+12	+13%	$250M
65	65 PDF Solutions PDFS $1.73B	106	-4	-4%	$290M
66	66 Silicon Motion SIMO $7.35B	106	+13	+14%	$366M
67	67 CEVA Inc CEVA $807M	105	-1	-0.9%	$246M
68	68 Onto Innovation ONTO $11B	94	+2	+2%	$318M
69	69 Axcelis ACLS $3.54B	88	-6	-6%	$136M
70	70 Applied Optoelectronics AAOI $6.9B	86	-7	-8%	$141M
71	71 ChipMOS TECHNOLOGIES IMOS $2.25B	85	0	0%	$347M
72	72 United Microelectronic UMC $51.9B	85	-10	-11%	$266M
73	73 Magnachip Semiconductor MX $197M	84	-10	-11%	$366M
74	74 NVE Corp NVEC $502M	84	+12	+17%	$236M
75	75 Vicor VICR $9.73B	84	-2	-2%	$88.7M