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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	0	0%	$1.46B
52	52 Element Solutions ESI $8.74B	191	-9	-5%	$3.43B
53	53 Photronics PLAB $1.67B	182	+12	+7%	$644M
54	54 Materion MTRN $5.33B	180	+6	+3%	$1.14B
55	55 Rambus RMBS $9.99B	177	+7	+4%	$936M
56	56 DELISTED Infinera Corporation Common Stock INFN	173	+31	+22%	$984M
57	CAJ 57 DELISTED Canon, Inc. CAJ	168	+2	+1%	$550M
58	58 Ultra Clean Holdings UCTT $2.57B	166	-13	-7%	$409M
59	59 Adeia ADEA $2.38B	165	+4	+2%	$713M
60	60 Amkor Technology AMKR $11.1B	165	+15	+10%	$693M
61	61 FormFactor FORM $9.35B	163	+1	+0.6%	$992M
62	62 Cohu COHU $2.76B	161	0	0%	$735M
63	63 Silicon Motion SIMO $7.58B	161	+10	+7%	$1.42B
64	64 Vicor VICR $11.3B	158	+26	+20%	$570M
65	65 Ichor Holdings ICHR $1.79B	157	-3	-2%	$461M
66	66 MaxLinear MXL $7.15B	157	-10	-6%	$1.41B
67	67 Applied Optoelectronics AAOI $7.32B	154	-12	-7%	$330M
68	68 Axcelis ACLS $3.66B	154	-11	-7%	$532M
69	69 iShares Semiconductor ETF SOXX $43B	151	0	0%	$1.48B
70	70 Veeco VECO $2.8B	147	-14	-9%	$446M
71	71 Lattice Semiconductor LSCC $16.3B	145	+23	+19%	$931M
72	72 MACOM Technology Solutions MTSI $22.2B	145	-6	-4%	$1.13B
73	73 Adtran ADTN $541M	140	-5	-3%	$807M
74	74 Tower Semiconductor TSEM $23.6B	138	-18	-12%	$1.05B
75	75 CEVA Inc CEVA $823M	134	-7	-5%	$561M