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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 STMicroelectronics STM $41.7B	223	-1	-0.4%	$802M
52	52 Ambarella AMBA $2.8B	218	-1	-0.5%	$1.16B
53	53 VanEck Semiconductor ETF SMH $68.1B	214	+26	+14%	$2.56B
54	54 Amkor Technology AMKR $10.9B	206	+4	+2%	$1.18B
55	55 Kulicke & Soffa KLIC $4.35B	205	+23	+13%	$1.12B
56	56 Rambus RMBS $10.1B	204	+25	+14%	$1.45B
57	57 Adeia ADEA $2.4B	203	+34	+20%	$1.43B
58	58 Photronics PLAB $1.68B	203	0	0%	$677M
59	59 Onto Innovation ONTO $11.4B	202	+15	+8%	$1.55B
60	60 Ultra Clean Holdings UCTT $2.53B	201	+19	+10%	$769M
61	61 Element Solutions ESI $8.66B	195	+2	+1%	$2.34B
62	62 Vicor VICR $10.1B	184	+36	+24%	$1.11B
63	63 MACOM Technology Solutions MTSI $20.7B	176	+20	+13%	$1.64B
64	64 Axcelis ACLS $3.55B	175	+35	+25%	$788M
65	65 Materion MTRN $5.25B	174	+3	+2%	$1.17B
66	66 Enpro NPO $6.01B	173	+12	+7%	$970M
67	67 MaxLinear MXL $7.09B	163	+5	+3%	$1.34B
68	NPTN 68 DELISTED NEOPHOTONICS CORP NPTN	163	+28	+21%	$395M
69	69 Silicon Motion SIMO $7.41B	162	+15	+10%	$1.28B
70	70 CEVA Inc CEVA $824M	157	+17	+12%	$694M
71	71 Ichor Holdings ICHR $1.75B	153	+1	+0.7%	$504M
72	72 Adtran ADTN $532M	152	+11	+8%	$472M
73	73 DELISTED Infinera Corporation Common Stock INFN	147	+14	+11%	$968M
74	74 Veeco VECO $2.76B	146	+21	+17%	$629M
75	75 Impinj PI $5.83B	144	+8	+6%	$519M