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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 Coherent COHR $51.9B	152	+13	+9%	$793M
52	52 Element Solutions ESI $8.74B	152	+11	+8%	$4.26B
53	53 Lattice Semiconductor LSCC $16.3B	152	-8	-5%	$711M
54	54 Materion MTRN $5.33B	150	-7	-4%	$696M
55	55 Veeco VECO $2.8B	150	-14	-9%	$1.24B
56	56 Adtran ADTN $541M	147	+6	+4%	$1.04B
57	57 FormFactor FORM $9.35B	145	+13	+10%	$433M
58	58 Universal Display OLED $3.45B	143	+9	+7%	$1.51B
59	59 Photronics PLAB $1.67B	138	+2	+1%	$570M
60	60 ASE Group ASX $115B	133	+15	+13%	$850M
61	61 Silicon Motion SIMO $7.58B	129	+14	+12%	$407M
62	62 Rambus RMBS $9.99B	128	-14	-10%	$1.01B
63	63 CEVA Inc CEVA $823M	118	+5	+4%	$396M
64	64 MACOM Technology Solutions MTSI $22.2B	116	+34	+41%	$1.14B
65	65 Cohu COHU $2.76B	113	+9	+9%	$232M
66	66 STMicroelectronics STM $42B	109	+31	+40%	$255M
67	67 MaxLinear MXL $7.15B	108	+6	+6%	$223M
68	68 Ultra Clean Holdings UCTT $2.57B	104	0	0%	$168M
69	69 Tower Semiconductor TSEM $23.6B	102	+21	+26%	$1.03B
70	70 PDF Solutions PDFS $1.79B	100	+7	+8%	$430M
71	71 Axcelis ACLS $3.66B	98	+12	+14%	$173M
72	72 United Microelectronic UMC $53.7B	96	+2	+2%	$324M
73	73 Onto Innovation ONTO $11.8B	94	+5	+6%	$343M
74	74 ChipMOS TECHNOLOGIES IMOS $2.41B	92	0	0%	$399M
75	75 Vicor VICR $11.3B	90	+1	+1%	$147M