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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 $15B	168	+14	+9%	$1.39B
52	52 Enpro NPO $6.22B	166	+10	+6%	$1.2B
53	53 Adtran ADTN $541M	165	+16	+11%	$977M
54	CCMP 54 DELISTED CMC Materials, Inc. Common Stock CCMP	163	-13	-7%	$946M
55	55 Rambus RMBS $9.99B	161	+13	+9%	$1.2B
56	56 Veeco VECO $2.8B	155	0	0%	$752M
57	57 Element Solutions ESI $8.74B	150	-12	-7%	$1.85B
58	58 Materion MTRN $5.33B	148	+2	+1%	$489M
59	59 Silicon Motion SIMO $7.58B	147	-2	-1%	$860M
60	CAJ 60 DELISTED Canon, Inc. CAJ	144	-1	-0.7%	$527M
61	NPTN 61 DELISTED NEOPHOTONICS CORP NPTN	132	+20	+18%	$433M
62	62 Amkor Technology AMKR $11.1B	131	-21	-14%	$469M
63	63 ASE Group ASX $115B	128	+3	+2%	$666M
64	64 CEVA Inc CEVA $823M	127	-8	-6%	$416M
65	65 Lattice Semiconductor LSCC $16.3B	125	+3	+2%	$550M
66	66 Cohu COHU $2.76B	123	+2	+2%	$271M
67	67 Himax Technologies HIMX $2.09B	123	+28	+29%	$546M
68	68 FormFactor FORM $9.35B	122	+1	+0.8%	$403M
69	69 Diodes DIOD $3.99B	118	-14	-11%	$784M
70	70 Axcelis ACLS $3.66B	112	0	0%	$234M
71	71 PDF Solutions PDFS $1.79B	108	-4	-4%	$314M
72	72 Onto Innovation ONTO $11.8B	105	+6	+6%	$321M
73	73 STMicroelectronics STM $42B	98	-1	-1%	$109M
74	74 Tower Semiconductor TSEM $23.6B	96	-10	-9%	$378M
75	75 Applied Optoelectronics AAOI $7.32B	92	+11	+14%	$216M