← All themes

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 Adeia ADEA $2.33B	198	-20	-9%	$1.53B
52	52 MACOM Technology Solutions MTSI $20.5B	196	-3	-2%	$2.85B
53	53 Veeco VECO $2.74B	194	+26	+15%	$1.3B
54	54 STMicroelectronics STM $41.5B	191	+4	+2%	$701M
55	55 Silicon Motion SIMO $7.34B	187	+19	+11%	$1.39B
56	56 Onto Innovation ONTO $11B	173	+14	+9%	$529M
57	57 DELISTED Infinera Corporation Common Stock INFN	172	+2	+1%	$1.37B
58	58 Diodes DIOD $3.9B	163	+24	+17%	$898M
59	59 Rambus RMBS $9.91B	163	+4	+3%	$974M
60	60 Amkor Technology AMKR $10.7B	160	-5	-3%	$938M
61	61 Enpro NPO $5.84B	158	-5	-3%	$1.45B
62	62 Adtran ADTN $526M	155	-8	-5%	$905M
63	63 Photronics PLAB $1.65B	154	-1	-0.6%	$630M
64	64 Cohu COHU $2.54B	151	+15	+11%	$369M
65	65 CEVA Inc CEVA $802M	150	+1	+0.7%	$883M
66	66 FormFactor FORM $8.61B	149	+18	+14%	$794M
67	67 Tower Semiconductor TSEM $23.4B	148	+10	+7%	$1.13B
68	68 Materion MTRN $5.2B	138	-14	-9%	$697M
69	69 Ultra Clean Holdings UCTT $2.48B	138	+4	+3%	$487M
70	CAJ 70 DELISTED Canon, Inc. CAJ	135	-3	-2%	$446M
71	71 Impinj PI $5.75B	134	+15	+13%	$734M
72	72 Lattice Semiconductor LSCC $15.2B	133	+2	+2%	$712M
73	73 Axcelis ACLS $3.51B	130	+28	+27%	$504M
74	74 ASE Group ASX $108B	130	-6	-4%	$616M
75	75 iShares Semiconductor ETF SOXX $42B	112	+9	+9%	$955M