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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 Semtech SMTC $13.6B	151	-8	-5%	$989M
52	CAJ 52 DELISTED Canon, Inc. CAJ	148	-1	-0.7%	$518M
53	53 Materion MTRN $5.02B	146	-7	-5%	$554M
54	54 Universal Display OLED $3.5B	146	-20	-12%	$1.04B
55	55 Veeco VECO $2.68B	146	-2	-1%	$838M
56	56 Amkor Technology AMKR $10.3B	144	-16	-10%	$346M
57	57 Rambus RMBS $9.52B	144	+19	+15%	$1.03B
58	58 Enpro NPO $5.84B	141	-11	-7%	$861M
59	59 Adtran ADTN $524M	138	-7	-5%	$700M
60	60 Diodes DIOD $3.75B	138	-14	-9%	$818M
61	61 Silicon Motion SIMO $6.96B	135	-23	-15%	$518M
62	62 Axcelis ACLS $3.44B	129	+11	+9%	$228M
63	63 MACOM Technology Solutions MTSI $20.4B	125	-4	-3%	$975M
64	64 FormFactor FORM $8.37B	124	-5	-4%	$352M
65	65 ASE Group ASX $106B	122	-18	-13%	$588M
66	66 Cohu COHU $2.49B	120	-11	-8%	$224M
67	67 Lattice Semiconductor LSCC $14.9B	117	-20	-15%	$439M
68	68 CEVA Inc CEVA $783M	111	-9	-8%	$348M
69	69 PDF Solutions PDFS $1.66B	110	+6	+6%	$237M
70	70 Ultra Clean Holdings UCTT $2.36B	103	+14	+16%	$131M
71	NPTN 71 DELISTED NEOPHOTONICS CORP NPTN	100	-4	-4%	$169M
72	72 STMicroelectronics STM $40.4B	96	-5	-5%	$127M
73	73 Tower Semiconductor TSEM $22.4B	94	-5	-5%	$359M
74	74 United Microelectronic UMC $50.9B	94	-5	-5%	$210M
75	75 Onto Innovation ONTO $10.9B	93	-2	-2%	$249M