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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 Silicon Motion SIMO $6.97B	158	+29	+22%	$642M
52	52 Materion MTRN $5.02B	153	+3	+2%	$635M
53	53 Diodes DIOD $3.75B	152	-11	-7%	$900M
54	54 Enpro NPO $5.89B	152	-5	-3%	$1.19B
55	55 Photronics PLAB $1.6B	152	+14	+10%	$659M
56	56 MaxLinear MXL $6.49B	151	+43	+40%	$517M
57	CAJ 57 DELISTED Canon, Inc. CAJ	149	-13	-8%	$591M
58	58 Veeco VECO $2.68B	148	-2	-1%	$1.17B
59	59 Adtran ADTN $524M	145	-2	-1%	$804M
60	60 ASE Group ASX $106B	140	+7	+5%	$746M
61	61 Lattice Semiconductor LSCC $14.9B	137	-15	-10%	$664M
62	62 Cohu COHU $2.49B	131	+18	+16%	$298M
63	63 FormFactor FORM $8.32B	129	-16	-11%	$473M
64	64 MACOM Technology Solutions MTSI $20.5B	129	+13	+11%	$1.3B
65	65 Rambus RMBS $9.52B	125	-3	-2%	$1.23B
66	66 CEVA Inc CEVA $780M	120	+2	+2%	$356M
67	67 Axcelis ACLS $3.45B	118	+20	+20%	$230M
68	NPTN 68 DELISTED NEOPHOTONICS CORP NPTN	104	+48	+86%	$210M
69	69 PDF Solutions PDFS $1.66B	104	+4	+4%	$393M
70	70 STMicroelectronics STM $40.3B	101	-8	-7%	$209M
71	71 Tower Semiconductor TSEM $22.5B	99	-3	-3%	$426M
72	72 United Microelectronic UMC $50.9B	99	+3	+3%	$267M
73	73 Vicor VICR $9.85B	96	+6	+7%	$117M
74	74 Onto Innovation ONTO $10.9B	95	+1	+1%	$329M
75	75 NVE Corp NVEC $497M	89	+5	+6%	$286M