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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 Ambarella AMBA $2.8B	192	-7	-4%	$837M
52	52 Photronics PLAB $1.68B	192	+10	+5%	$618M
53	53 Onto Innovation ONTO $11.4B	191	-6	-3%	$577M
54	54 Materion MTRN $5.25B	189	+9	+5%	$860M
55	55 Rambus RMBS $10.1B	187	+10	+6%	$665M
56	56 STMicroelectronics STM $41.7B	186	-21	-10%	$499M
57	57 Amkor Technology AMKR $10.9B	173	+8	+5%	$604M
58	58 Adeia ADEA $2.4B	169	+4	+2%	$906M
59	59 FormFactor FORM $8.85B	169	+6	+4%	$998M
60	60 Cohu COHU $2.6B	166	+5	+3%	$603M
61	61 Ichor Holdings ICHR $1.75B	158	+1	+0.6%	$364M
62	62 Adtran ADTN $532M	155	+15	+11%	$477M
63	63 iShares Semiconductor ETF SOXX $42.6B	154	+3	+2%	$1.09B
64	64 Lattice Semiconductor LSCC $15.2B	153	+8	+6%	$824M
65	65 MaxLinear MXL $7.09B	153	-4	-3%	$1.21B
66	66 Ultra Clean Holdings UCTT $2.53B	153	-13	-8%	$305M
67	67 Veeco VECO $2.76B	153	+6	+4%	$331M
68	68 MACOM Technology Solutions MTSI $20.7B	152	+7	+5%	$724M
69	69 DELISTED Infinera Corporation Common Stock INFN	149	-24	-14%	$604M
70	70 Vicor VICR $10.1B	149	-9	-6%	$463M
71	71 Silicon Motion SIMO $7.41B	146	-15	-9%	$900M
72	72 CEVA Inc CEVA $824M	142	+8	+6%	$430M
73	73 Axcelis ACLS $3.55B	140	-14	-9%	$493M
74	74 Applied Optoelectronics AAOI $7.11B	139	-15	-10%	$185M
75	75 VanEck Semiconductor ETF SMH $68.1B	137	+18	+15%	$2.13B