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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 Enpro NPO $6.22B	154	-9	-6%	$1.47B
52	CAJ 52 DELISTED Canon, Inc. CAJ	150	+3	+2%	$598M
53	53 Rambus RMBS $9.99B	142	+7	+5%	$869M
54	54 Adtran ADTN $541M	141	-6	-4%	$1.24B
55	55 Element Solutions ESI $8.74B	141	+26	+23%	$3.76B
56	56 Coherent COHR $51.9B	139	-6	-4%	$591M
57	57 Photronics PLAB $1.67B	136	-7	-5%	$550M
58	58 Universal Display OLED $3.45B	134	+4	+3%	$876M
59	59 FormFactor FORM $9.35B	132	+16	+14%	$424M
60	60 ASE Group ASX $115B	118	+12	+11%	$718M
61	61 Silicon Motion SIMO $7.58B	115	+9	+8%	$375M
62	62 CEVA Inc CEVA $823M	113	+8	+8%	$325M
63	63 Cohu COHU $2.76B	104	-2	-2%	$250M
64	64 Ultra Clean Holdings UCTT $2.57B	104	-9	-8%	$209M
65	65 MaxLinear MXL $7.15B	102	-12	-11%	$184M
66	66 Himax Technologies HIMX $2.09B	98	-10	-9%	$192M
67	67 United Microelectronic UMC $53.7B	94	+9	+11%	$310M
68	68 PDF Solutions PDFS $1.79B	93	-13	-12%	$337M
69	69 ChipMOS TECHNOLOGIES IMOS $2.41B	92	+7	+8%	$380M
70	70 Onto Innovation ONTO $11.8B	89	-5	-5%	$355M
71	71 Vicor VICR $11.3B	89	+5	+6%	$117M
72	72 Axcelis ACLS $3.66B	86	-2	-2%	$185M
73	73 Magnachip Semiconductor MX $199M	86	+2	+2%	$400M
74	74 NVE Corp NVEC $504M	85	+1	+1%	$261M
75	75 Alpha and Omega Semiconductor AOSL $711M	82	+6	+8%	$143M