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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 Amkor Technology AMKR $11.1B	184	+16	+10%	$977M
52	52 MACOM Technology Solutions MTSI $22.2B	181	+3	+2%	$1.9B
53	53 Rambus RMBS $9.99B	171	-4	-2%	$1.22B
54	54 DELISTED Infinera Corporation Common Stock INFN	168	-8	-5%	$908M
55	55 Veeco VECO $2.8B	166	+17	+11%	$1.11B
56	56 Element Solutions ESI $8.74B	162	-23	-12%	$2.67B
57	57 Adtran ADTN $541M	160	-3	-2%	$1.03B
58	58 Enpro NPO $6.22B	160	+6	+4%	$1.34B
59	59 Onto Innovation ONTO $11.8B	156	+14	+10%	$513M
60	60 Photronics PLAB $1.67B	156	+3	+2%	$759M
61	61 Materion MTRN $5.33B	155	0	0%	$724M
62	62 CEVA Inc CEVA $823M	145	-1	-0.7%	$618M
63	63 Lattice Semiconductor LSCC $16.3B	139	+17	+14%	$792M
64	64 Diodes DIOD $3.99B	132	+5	+4%	$978M
65	65 Tower Semiconductor TSEM $23.6B	132	+6	+5%	$886M
66	CAJ 66 DELISTED Canon, Inc. CAJ	131	-1	-0.8%	$394M
67	67 ASE Group ASX $115B	130	-7	-5%	$565M
68	68 STMicroelectronics STM $42B	130	+21	+19%	$221M
69	69 FormFactor FORM $9.35B	129	-5	-4%	$719M
70	NPTN 70 DELISTED NEOPHOTONICS CORP NPTN	127	-20	-14%	$399M
71	71 Cohu COHU $2.76B	119	-6	-5%	$315M
72	72 Ultra Clean Holdings UCTT $2.57B	114	+24	+27%	$242M
73	73 Applied Optoelectronics AAOI $7.32B	110	+15	+16%	$316M
74	74 Alpha and Omega Semiconductor AOSL $711M	103	+2	+2%	$346M
75	75 PDF Solutions PDFS $1.79B	102	+7	+7%	$548M