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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 Adeia ADEA $2.38B	178	-20	-10%	$1.31B
52	52 STMicroelectronics STM $42B	178	-13	-7%	$904M
53	53 MaxLinear MXL $7.15B	177	-22	-11%	$1.44B
54	54 Veeco VECO $2.8B	172	-22	-11%	$1.02B
55	55 Adtran ADTN $541M	170	+15	+10%	$1.09B
56	56 Enpro NPO $6.22B	168	+10	+6%	$1.62B
57	57 Rambus RMBS $9.99B	168	+5	+3%	$1.15B
58	58 Diodes DIOD $3.99B	166	+3	+2%	$1.14B
59	59 FormFactor FORM $9.35B	161	+12	+8%	$1.06B
60	60 Ultra Clean Holdings UCTT $2.57B	160	+22	+16%	$776M
61	61 CEVA Inc CEVA $823M	159	+9	+6%	$836M
62	62 Silicon Motion SIMO $7.58B	159	-28	-15%	$1.4B
63	63 DELISTED Infinera Corporation Common Stock INFN	158	-14	-8%	$1.2B
64	64 Amkor Technology AMKR $11.1B	155	-5	-3%	$1.02B
65	65 Tower Semiconductor TSEM $23.6B	155	+7	+5%	$1.38B
66	66 Cohu COHU $2.76B	154	+3	+2%	$560M
67	67 Onto Innovation ONTO $11.8B	154	-19	-11%	$619M
68	68 Photronics PLAB $1.67B	150	-4	-3%	$585M
69	69 Axcelis ACLS $3.66B	149	+19	+15%	$686M
70	70 Materion MTRN $5.33B	148	+10	+7%	$802M
71	71 ASE Group ASX $115B	144	+14	+11%	$600M
72	72 Impinj PI $5.87B	137	+3	+2%	$722M
73	73 Lattice Semiconductor LSCC $16.3B	132	-1	-0.8%	$549M
74	CAJ 74 DELISTED Canon, Inc. CAJ	131	-4	-3%	$477M
75	75 Himax Technologies HIMX $2.09B	121	+20	+20%	$506M