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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 Entegris ENTG $23.4B	169	-1	-0.6%	$2.03B
52	52 MACOM Technology Solutions MTSI $22.2B	168	-6	-3%	$1.28B
53	53 Rambus RMBS $9.99B	166	+5	+3%	$1.02B
54	CCMP 54 DELISTED CMC Materials, Inc. Common Stock CCMP	164	+1	+0.6%	$999M
55	55 Silicon Motion SIMO $7.58B	163	+16	+11%	$1.15B
56	56 Enpro NPO $6.22B	160	-6	-4%	$912M
57	57 Element Solutions ESI $8.74B	149	-1	-0.7%	$1.86B
58	58 Materion MTRN $5.33B	148	0	0%	$459M
59	59 Veeco VECO $2.8B	148	-7	-5%	$640M
60	60 Amkor Technology AMKR $11.1B	139	+8	+6%	$444M
61	CAJ 61 DELISTED Canon, Inc. CAJ	134	-10	-7%	$493M
62	62 CEVA Inc CEVA $823M	134	+7	+6%	$500M
63	NPTN 63 DELISTED NEOPHOTONICS CORP NPTN	133	+1	+0.8%	$316M
64	64 Himax Technologies HIMX $2.09B	129	+6	+5%	$510M
65	65 ASE Group ASX $115B	127	-1	-0.8%	$641M
66	66 Diodes DIOD $3.99B	125	+7	+6%	$718M
67	67 Onto Innovation ONTO $11.8B	125	+20	+19%	$424M
68	68 FormFactor FORM $9.35B	124	+2	+2%	$569M
69	69 Cohu COHU $2.76B	122	-1	-0.8%	$269M
70	70 Lattice Semiconductor LSCC $16.3B	116	-9	-7%	$502M
71	71 PDF Solutions PDFS $1.79B	107	-1	-0.9%	$322M
72	72 STMicroelectronics STM $42B	96	-2	-2%	$108M
73	73 Axcelis ACLS $3.66B	95	-17	-15%	$211M
74	74 Alpha and Omega Semiconductor AOSL $711M	91	+2	+2%	$199M
75	75 Tower Semiconductor TSEM $23.6B	88	-8	-8%	$355M