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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 Diodes DIOD $3.9B	191	+11	+6%	$1.19B
52	52 Enpro NPO $5.87B	191	-2	-1%	$1.56B
53	53 FormFactor FORM $8.69B	186	+5	+3%	$929M
54	54 Rambus RMBS $10B	186	+14	+8%	$1.21B
55	55 Adeia ADEA $2.34B	182	-5	-3%	$1.04B
56	56 MaxLinear MXL $6.65B	172	-14	-8%	$1.46B
57	57 Veeco VECO $2.74B	170	-2	-1%	$827M
58	58 Materion MTRN $5.21B	169	-1	-0.6%	$943M
59	59 Photronics PLAB $1.67B	169	+4	+2%	$548M
60	CAJ 60 DELISTED Canon, Inc. CAJ	168	+17	+11%	$699M
61	61 Tower Semiconductor TSEM $23.2B	168	-8	-5%	$1.28B
62	62 Amkor Technology AMKR $10.8B	167	-10	-6%	$999M
63	63 Axcelis ACLS $3.53B	165	-14	-8%	$691M
64	64 DELISTED Infinera Corporation Common Stock INFN	161	+4	+3%	$1.4B
65	65 Applied Optoelectronics AAOI $6.95B	160	-13	-8%	$1.89B
66	66 Adtran ADTN $529M	158	-22	-12%	$714M
67	67 Cohu COHU $2.57B	156	-5	-3%	$575M
68	68 Ichor Holdings ICHR $1.73B	154	+10	+7%	$518M
69	69 CEVA Inc CEVA $811M	153	-10	-6%	$697M
70	70 ASE Group ASX $108B	152	+1	+0.7%	$763M
71	71 MACOM Technology Solutions MTSI $20.4B	149	-20	-12%	$1B
72	72 iShares Semiconductor ETF SOXX $42.1B	148	+11	+8%	$1.12B
73	73 Silicon Motion SIMO $7.29B	144	-16	-10%	$1.34B
74	74 Onto Innovation ONTO $11.1B	143	+4	+3%	$540M
75	75 VanEck Semiconductor ETF SMH $67.6B	134	+11	+9%	$2.53B