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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	CCMP 51 DELISTED CMC Materials, Inc. Common Stock CCMP	184	+20	+12%	$1.27B
52	52 MACOM Technology Solutions MTSI $20.7B	178	+10	+6%	$1.64B
53	53 DELISTED Infinera Corporation Common Stock INFN	176	-24	-12%	$890M
54	54 Rambus RMBS $10.1B	175	+9	+5%	$1.1B
55	55 Amkor Technology AMKR $10.9B	168	+29	+21%	$797M
56	56 Adtran ADTN $532M	163	-10	-6%	$883M
57	57 Materion MTRN $5.25B	155	+7	+5%	$565M
58	58 Enpro NPO $6.01B	154	-6	-4%	$1.15B
59	59 Photronics PLAB $1.68B	153	-29	-16%	$696M
60	60 Veeco VECO $2.76B	149	+1	+0.7%	$747M
61	NPTN 61 DELISTED NEOPHOTONICS CORP NPTN	147	+14	+11%	$554M
62	62 CEVA Inc CEVA $824M	146	+12	+9%	$657M
63	63 Onto Innovation ONTO $11.4B	142	+17	+14%	$463M
64	64 ASE Group ASX $109B	137	+10	+8%	$678M
65	65 FormFactor FORM $8.85B	134	+10	+8%	$699M
66	CAJ 66 DELISTED Canon, Inc. CAJ	132	-2	-1%	$487M
67	67 Himax Technologies HIMX $2.11B	128	-1	-0.8%	$581M
68	68 Diodes DIOD $3.93B	127	+2	+2%	$810M
69	69 Tower Semiconductor TSEM $23.7B	126	+38	+43%	$613M
70	70 Cohu COHU $2.6B	125	+3	+2%	$258M
71	71 Lattice Semiconductor LSCC $15.2B	122	+6	+5%	$637M
72	72 STMicroelectronics STM $41.7B	109	+13	+14%	$215M
73	73 Alpha and Omega Semiconductor AOSL $707M	101	+10	+11%	$347M
74	74 Applied Optoelectronics AAOI $7.11B	95	+13	+16%	$286M
75	75 PDF Solutions PDFS $1.74B	95	-12	-11%	$425M