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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 Kulicke & Soffa KLIC $4.33B	204	-6	-3%	$1.32B
52	52 STMicroelectronics STM $41.5B	203	+17	+9%	$473M
53	53 Enpro NPO $5.87B	201	-1	-0.5%	$1.28B
54	54 Materion MTRN $5.22B	189	0	0%	$1.1B
55	55 Lattice Semiconductor LSCC $15.3B	187	+34	+22%	$1.45B
56	56 Photronics PLAB $1.65B	187	-5	-3%	$608M
57	57 Onto Innovation ONTO $11.1B	182	-9	-5%	$650M
58	58 Rambus RMBS $9.99B	176	-11	-6%	$916M
59	59 Amkor Technology AMKR $10.7B	174	+1	+0.6%	$798M
60	60 Cohu COHU $2.54B	165	-1	-0.6%	$554M
61	61 Adtran ADTN $527M	163	+8	+5%	$606M
62	62 FormFactor FORM $8.66B	162	-7	-4%	$1.14B
63	63 MaxLinear MXL $6.69B	161	+8	+5%	$1.69B
64	64 iShares Semiconductor ETF SOXX $42B	159	+5	+3%	$1.13B
65	65 DELISTED Infinera Corporation Common Stock INFN	156	+7	+5%	$647M
66	66 Ultra Clean Holdings UCTT $2.49B	154	+1	+0.7%	$371M
67	67 MACOM Technology Solutions MTSI $20.8B	152	0	0%	$832M
68	68 Ichor Holdings ICHR $1.72B	151	-7	-4%	$475M
69	69 Silicon Motion SIMO $7.44B	150	+4	+3%	$1.01B
70	CAJ 70 DELISTED Canon, Inc. CAJ	149	+14	+10%	$394M
71	71 Axcelis ACLS $3.52B	147	+7	+5%	$546M
72	72 Vicor VICR $9.92B	139	-10	-7%	$360M
73	73 CEVA Inc CEVA $805M	138	-4	-3%	$505M
74	74 Applied Optoelectronics AAOI $7B	137	-2	-1%	$154M
75	75 Veeco VECO $2.75B	134	-19	-12%	$479M