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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 Lattice Semiconductor LSCC $16.3B	196	+9	+5%	$1.86B
52	52 Synaptics SYNA $4.66B	192	-22	-10%	$975M
53	53 Photronics PLAB $1.67B	189	+2	+1%	$524M
54	54 Element Solutions ESI $8.74B	185	-22	-11%	$2.37B
55	55 Materion MTRN $5.33B	185	-4	-2%	$1.24B
56	56 Enpro NPO $6.22B	184	-17	-8%	$1.27B
57	57 Rambus RMBS $9.99B	180	+4	+2%	$1.07B
58	58 FormFactor FORM $9.35B	170	+8	+5%	$1.1B
59	59 iShares Semiconductor ETF SOXX $43B	169	+10	+6%	$1.48B
60	60 Adtran ADTN $541M	168	+5	+3%	$673M
61	61 Onto Innovation ONTO $11.8B	164	-18	-10%	$767M
62	62 Amkor Technology AMKR $11.1B	162	-12	-7%	$688M
63	63 MaxLinear MXL $7.15B	158	-3	-2%	$1.55B
64	64 MACOM Technology Solutions MTSI $22.2B	156	+4	+3%	$750M
65	65 Ichor Holdings ICHR $1.79B	152	+1	+0.7%	$467M
66	66 Ultra Clean Holdings UCTT $2.57B	151	-3	-2%	$480M
67	67 Cohu COHU $2.76B	147	-18	-11%	$585M
68	68 VanEck Semiconductor ETF SMH $68.8B	141	+14	+11%	$2.51B
69	69 Silicon Motion SIMO $7.58B	137	-13	-9%	$1.17B
70	70 Axcelis ACLS $3.66B	135	-12	-8%	$405M
71	CAJ 71 DELISTED Canon, Inc. CAJ	133	-16	-11%	$385M
72	72 CEVA Inc CEVA $823M	133	-5	-4%	$455M
73	73 Veeco VECO $2.8B	133	-1	-0.7%	$529M
74	74 Vicor VICR $11.3B	133	-6	-4%	$355M
75	75 DELISTED Infinera Corporation Common Stock INFN	132	-24	-15%	$417M