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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	187	+9	+5%	$1.28B
52	52 MaxLinear MXL $7.15B	186	+9	+5%	$1.6B
53	53 FormFactor FORM $9.35B	181	+20	+12%	$995M
54	54 Adtran ADTN $541M	180	+10	+6%	$874M
55	55 Diodes DIOD $3.99B	180	+14	+8%	$1.14B
56	56 Axcelis ACLS $3.66B	179	+30	+20%	$825M
57	57 Amkor Technology AMKR $11.1B	177	+22	+14%	$969M
58	58 Tower Semiconductor TSEM $23.6B	176	+21	+14%	$1.74B
59	59 Applied Optoelectronics AAOI $7.32B	173	-31	-15%	$457M
60	60 Rambus RMBS $9.99B	172	+4	+2%	$1.28B
61	61 Veeco VECO $2.8B	172	0	0%	$708M
62	62 Materion MTRN $5.33B	170	+22	+15%	$902M
63	63 MACOM Technology Solutions MTSI $22.2B	169	-19	-10%	$1.9B
64	64 Ultra Clean Holdings UCTT $2.57B	168	+8	+5%	$610M
65	65 Photronics PLAB $1.67B	165	+15	+10%	$584M
66	66 CEVA Inc CEVA $823M	163	+4	+3%	$925M
67	67 Cohu COHU $2.76B	161	+7	+5%	$540M
68	68 Silicon Motion SIMO $7.58B	160	+1	+0.6%	$1.6B
69	69 DELISTED Infinera Corporation Common Stock INFN	157	-1	-0.6%	$828M
70	70 ASE Group ASX $115B	151	+7	+5%	$690M
71	CAJ 71 DELISTED Canon, Inc. CAJ	151	+20	+15%	$517M
72	72 Ichor Holdings ICHR $1.79B	144	+32	+29%	$461M
73	73 Lattice Semiconductor LSCC $16.3B	140	+8	+6%	$631M
74	74 Onto Innovation ONTO $11.8B	139	-15	-10%	$508M
75	75 iShares Semiconductor ETF SOXX $43B	137	+27	+25%	$1.1B