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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 Enpro NPO $6.22B	194	+3	+2%	$1.38B
52	52 Onto Innovation ONTO $11.8B	186	+43	+30%	$735M
53	53 Ultra Clean Holdings UCTT $2.57B	179	-16	-8%	$534M
54	54 Materion MTRN $5.33B	174	+5	+3%	$1.01B
55	55 Photronics PLAB $1.67B	170	+1	+0.6%	$519M
56	56 Rambus RMBS $9.99B	170	-16	-9%	$1.11B
57	57 MaxLinear MXL $7.15B	167	-5	-3%	$1.04B
58	58 Applied Optoelectronics AAOI $7.32B	166	+6	+4%	$642M
59	CAJ 59 DELISTED Canon, Inc. CAJ	166	-2	-1%	$589M
60	60 Axcelis ACLS $3.66B	165	0	0%	$559M
61	61 FormFactor FORM $9.35B	162	-24	-13%	$935M
62	62 Adeia ADEA $2.38B	161	-21	-12%	$794M
63	63 Cohu COHU $2.76B	161	+5	+3%	$692M
64	64 Veeco VECO $2.8B	161	-9	-5%	$666M
65	65 Ichor Holdings ICHR $1.79B	160	+6	+4%	$457M
66	66 Tower Semiconductor TSEM $23.6B	156	-12	-7%	$1.04B
67	67 MACOM Technology Solutions MTSI $22.2B	151	+2	+1%	$1.35B
68	68 Silicon Motion SIMO $7.58B	151	+7	+5%	$1.43B
69	69 iShares Semiconductor ETF SOXX $43B	151	+3	+2%	$1.13B
70	70 Amkor Technology AMKR $11.1B	150	-17	-10%	$785M
71	71 Adtran ADTN $541M	145	-13	-8%	$690M
72	72 DELISTED Infinera Corporation Common Stock INFN	142	-19	-12%	$1.29B
73	73 CEVA Inc CEVA $823M	141	-12	-8%	$578M
74	74 ASE Group ASX $115B	135	-17	-11%	$563M
75	75 Vicor VICR $11.3B	132	+18	+16%	$448M