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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 $40.1B	267	-8	-3%	$1.1B
52	52 Ultra Clean Holdings UCTT $2.36B	263	+24	+10%	$2.06B
53	53 Silicon Laboratories SLAB $7.4B	262	-16	-6%	$6.54B
54	54 Ambarella AMBA $2.64B	258	-8	-3%	$2.92B
55	55 Onto Innovation ONTO $10.9B	258	+15	+6%	$3.46B
56	56 Amkor Technology AMKR $10.3B	256	+1	+0.4%	$2.22B
57	57 Element Solutions ESI $8.39B	243	0	0%	$5.28B
58	58 FormFactor FORM $8.43B	230	-17	-7%	$2.57B
59	59 Cohu COHU $2.52B	220	-7	-3%	$1.55B
60	60 Rambus RMBS $9.52B	219	+6	+3%	$2.3B
61	61 Adeia ADEA $2.3B	212	-10	-5%	$2.1B
62	62 MaxLinear MXL $6.37B	209	+2	+1%	$2.72B
63	63 DELISTED Infinera Corporation Common Stock INFN	203	-4	-2%	$1.97B
64	64 United Microelectronic UMC $50.9B	203	-1	-0.5%	$847M
65	65 MACOM Technology Solutions MTSI $20.7B	202	-26	-11%	$3.15B
66	66 Ichor Holdings ICHR $1.63B	196	+23	+13%	$1.35B
67	67 Silicon Motion SIMO $7.01B	196	-15	-7%	$1.72B
68	68 Vicor VICR $10.1B	192	-2	-1%	$1.78B
69	69 ASE Group ASX $106B	191	+15	+9%	$934M
70	70 Axcelis ACLS $3.42B	189	-4	-2%	$1.17B
71	71 Materion MTRN $5.01B	189	+6	+3%	$1.41B
72	72 CEVA Inc CEVA $773M	188	0	0%	$856M
73	73 Enpro NPO $5.95B	188	-7	-4%	$1.9B
74	74 Photronics PLAB $1.61B	168	-3	-2%	$724M
75	75 Veeco VECO $2.66B	167	+2	+1%	$1.19B