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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 STMicroelectronics STM $40.5B	187	+57	+44%	$687M
52	52 MaxLinear MXL $6.55B	180	-15	-8%	$1.55B
53	53 DELISTED Infinera Corporation Common Stock INFN	170	+2	+1%	$1.22B
54	54 Silicon Motion SIMO $7B	168	-24	-13%	$1.3B
55	55 Veeco VECO $2.69B	168	+2	+1%	$1.24B
56	56 Amkor Technology AMKR $10.4B	165	-19	-10%	$1.09B
57	57 Adtran ADTN $526M	163	+3	+2%	$937M
58	58 Enpro NPO $5.93B	163	+3	+2%	$1.45B
59	59 Onto Innovation ONTO $10.9B	159	+3	+2%	$614M
60	60 Rambus RMBS $9.61B	159	-12	-7%	$1.17B
61	61 Photronics PLAB $1.61B	155	-1	-0.6%	$728M
62	62 Materion MTRN $5.06B	152	-3	-2%	$613M
63	63 CEVA Inc CEVA $785M	149	+4	+3%	$677M
64	64 Applied Optoelectronics AAOI $6.73B	145	+35	+32%	$834M
65	65 Diodes DIOD $3.79B	139	+7	+5%	$900M
66	CAJ 66 DELISTED Canon, Inc. CAJ	138	+7	+5%	$473M
67	67 Tower Semiconductor TSEM $22.6B	138	+6	+5%	$1.08B
68	68 ASE Group ASX $107B	136	+6	+5%	$652M
69	69 Cohu COHU $2.51B	136	+17	+14%	$422M
70	70 Ultra Clean Holdings UCTT $2.37B	134	+20	+18%	$460M
71	71 FormFactor FORM $8.41B	131	+2	+2%	$757M
72	72 Lattice Semiconductor LSCC $15.1B	131	-8	-6%	$743M
73	NPTN 73 DELISTED NEOPHOTONICS CORP NPTN	126	-1	-0.8%	$308M
74	74 Impinj PI $5.71B	119	+28	+31%	$489M
75	75 Himax Technologies HIMX $2.01B	106	+8	+8%	$355M