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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 $5.85B	156	+15	+11%	$927M
52	52 Entegris ENTG $22.2B	155	-10	-6%	$1.87B
53	53 Veeco VECO $2.71B	155	+9	+6%	$787M
54	54 MACOM Technology Solutions MTSI $20B	154	+29	+23%	$1.42B
55	55 Semtech SMTC $13B	154	+3	+2%	$1.21B
56	56 Amkor Technology AMKR $10.6B	152	+8	+6%	$478M
57	57 Adtran ADTN $527M	149	+11	+8%	$817M
58	58 Silicon Motion SIMO $7.24B	149	+14	+10%	$678M
59	59 Rambus RMBS $9.89B	148	+4	+3%	$1.03B
60	60 Materion MTRN $5.15B	146	0	0%	$507M
61	CAJ 61 DELISTED Canon, Inc. CAJ	145	-3	-2%	$511M
62	62 CEVA Inc CEVA $805M	135	+24	+22%	$428M
63	63 Diodes DIOD $3.85B	132	-6	-4%	$884M
64	64 ASE Group ASX $107B	125	+3	+2%	$601M
65	65 Lattice Semiconductor LSCC $15.1B	122	+5	+4%	$645M
66	66 Cohu COHU $2.53B	121	+1	+0.8%	$272M
67	67 FormFactor FORM $8.61B	121	-3	-2%	$471M
68	68 Axcelis ACLS $3.51B	112	-17	-13%	$214M
69	NPTN 69 DELISTED NEOPHOTONICS CORP NPTN	112	+12	+12%	$296M
70	70 PDF Solutions PDFS $1.73B	112	+2	+2%	$251M
71	71 Tower Semiconductor TSEM $23.1B	106	+12	+13%	$397M
72	72 Onto Innovation ONTO $11B	99	+6	+6%	$306M
73	73 STMicroelectronics STM $41.4B	99	+3	+3%	$117M
74	74 Himax Technologies HIMX $2.07B	95	+17	+22%	$343M
75	75 United Microelectronic UMC $51.7B	89	-5	-5%	$253M