← 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 STMicroelectronics STM $41.4B	222	+31	+16%	$779M
52	52 Photronics PLAB $1.65B	209	+20	+11%	$971M
53	53 Element Solutions ESI $8.61B	203	+37	+22%	$2.58B
54	54 Adeia ADEA $2.32B	202	+11	+6%	$908M
55	55 FormFactor FORM $8.65B	202	+29	+17%	$1.84B
56	56 Onto Innovation ONTO $11B	201	+37	+23%	$1.66B
57	57 Kulicke & Soffa KLIC $4.28B	199	+10	+5%	$1.57B
58	58 Amkor Technology AMKR $10.7B	196	+21	+12%	$1.24B
59	59 Materion MTRN $5.18B	189	-6	-3%	$1.11B
60	60 Enpro NPO $5.83B	184	-15	-8%	$1.31B
61	61 VanEck Semiconductor ETF SMH $67.2B	182	+40	+28%	$2.37B
62	62 Rambus RMBS $9.89B	181	-15	-8%	$1.3B
63	63 Ultra Clean Holdings UCTT $2.46B	180	+20	+13%	$826M
64	64 Ichor Holdings ICHR $1.71B	169	+26	+18%	$639M
65	65 MACOM Technology Solutions MTSI $20.5B	163	+4	+3%	$1.31B
66	66 MaxLinear MXL $6.58B	162	+3	+2%	$1.31B
67	67 Silicon Motion SIMO $7.31B	153	+26	+20%	$1.34B
68	68 Impinj PI $5.75B	149	+5	+3%	$488M
69	69 CEVA Inc CEVA $803M	145	+2	+1%	$483M
70	70 Adtran ADTN $526M	143	-12	-8%	$430M
71	71 DELISTED Infinera Corporation Common Stock INFN	141	-1	-0.7%	$1.27B
72	72 Axcelis ACLS $3.53B	139	-6	-4%	$677M
73	73 Vicor VICR $9.58B	138	+7	+5%	$599M
74	CAJ 74 DELISTED Canon, Inc. CAJ	137	+2	+1%	$339M
75	75 Tower Semiconductor TSEM $23.2B	135	+10	+8%	$1.42B