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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 $15.2B	275	+8	+3%	$8.64B
52	52 Amkor Technology AMKR $10.9B	269	+13	+5%	$2.35B
53	53 Onto Innovation ONTO $11.4B	267	+9	+3%	$3.38B
54	54 Vishay Intertechnology VSH $4.41B	263	-10	-4%	$2.47B
55	55 Advanced Energy AEIS $10.1B	258	-20	-7%	$3.23B
56	56 Element Solutions ESI $8.66B	246	+3	+1%	$4.88B
57	57 MaxLinear MXL $7.09B	239	+30	+14%	$3.2B
58	58 Ultra Clean Holdings UCTT $2.53B	238	-25	-10%	$1.59B
59	59 Rambus RMBS $10.1B	236	+17	+8%	$2.07B
60	60 United Microelectronic UMC $52.5B	229	+26	+13%	$1.35B
61	61 FormFactor FORM $8.85B	226	-4	-2%	$2.69B
62	62 Cohu COHU $2.6B	218	-2	-0.9%	$1.34B
63	63 Vicor VICR $10.1B	216	+24	+13%	$2.4B
64	64 Adeia ADEA $2.4B	215	+3	+1%	$1.78B
65	65 Axcelis ACLS $3.55B	205	+16	+8%	$1.37B
66	66 Silicon Motion SIMO $7.41B	204	+8	+4%	$1.88B
67	67 MACOM Technology Solutions MTSI $20.7B	203	+1	+0.5%	$3.26B
68	68 ASE Group ASX $109B	202	+11	+6%	$1.13B
69	69 DELISTED Infinera Corporation Common Stock INFN	198	-5	-2%	$1.61B
70	70 Enpro NPO $6.01B	189	+1	+0.5%	$1.68B
71	71 Ichor Holdings ICHR $1.75B	187	-9	-5%	$1B
72	72 CEVA Inc CEVA $824M	186	-2	-1%	$774M
73	73 Materion MTRN $5.25B	181	-8	-4%	$1.28B
74	74 SiTime SITM $15.1B	176	+40	+29%	$2.47B
75	75 Adtran ADTN $532M	175	+20	+13%	$837M