← All themes

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 Materion MTRN $5.25B	195	+10	+5%	$1.15B
52	52 Synaptics SYNA $4.67B	193	+1	+0.5%	$1.29B
53	53 Adeia ADEA $2.4B	191	-14	-7%	$1B
54	54 STMicroelectronics STM $41.7B	191	-8	-4%	$534M
55	55 Kulicke & Soffa KLIC $4.35B	189	-7	-4%	$1.35B
56	56 Photronics PLAB $1.68B	189	0	0%	$690M
57	57 iShares Semiconductor ETF SOXX $42.6B	184	+15	+9%	$1.49B
58	58 Amkor Technology AMKR $10.9B	175	+13	+8%	$820M
59	59 FormFactor FORM $8.85B	173	+3	+2%	$1.32B
60	60 Element Solutions ESI $8.66B	166	-19	-10%	$2.31B
61	61 Onto Innovation ONTO $11.4B	164	0	0%	$722M
62	62 Ultra Clean Holdings UCTT $2.53B	160	+9	+6%	$486M
63	63 MACOM Technology Solutions MTSI $20.7B	159	+3	+2%	$1.06B
64	64 MaxLinear MXL $7.09B	159	+1	+0.6%	$1.43B
65	65 Adtran ADTN $532M	155	-13	-8%	$495M
66	66 Axcelis ACLS $3.55B	145	+10	+7%	$455M
67	67 Impinj PI $5.83B	144	+15	+12%	$527M
68	68 CEVA Inc CEVA $824M	143	+10	+8%	$543M
69	69 Ichor Holdings ICHR $1.75B	143	-9	-6%	$466M
70	70 DELISTED Infinera Corporation Common Stock INFN	142	+10	+8%	$834M
71	71 VanEck Semiconductor ETF SMH $68.1B	142	+1	+0.7%	$2.16B
72	72 Veeco VECO $2.76B	140	+7	+5%	$492M
73	73 Cohu COHU $2.6B	139	-8	-5%	$509M
74	CAJ 74 DELISTED Canon, Inc. CAJ	135	+2	+2%	$338M
75	75 Vicor VICR $10.1B	131	-2	-2%	$338M