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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 Onto Innovation ONTO $11.4B	302	+35	+13%	$4.72B
52	52 MaxLinear MXL $7.09B	290	+51	+21%	$4.84B
53	53 DELISTED Coherent Inc COHR	281	+6	+2%	$6.32B
54	54 Vishay Intertechnology VSH $4.41B	276	+13	+5%	$2.68B
55	55 Ultra Clean Holdings UCTT $2.53B	275	+37	+16%	$2.16B
56	56 Amkor Technology AMKR $10.9B	272	+3	+1%	$2.33B
57	57 Advanced Energy AEIS $10.1B	271	+13	+5%	$3.34B
58	58 Element Solutions ESI $8.66B	266	+20	+8%	$5.44B
59	59 United Microelectronic UMC $52.5B	263	+34	+15%	$1.33B
60	60 Rambus RMBS $10.1B	258	+22	+9%	$2.8B
61	61 Axcelis ACLS $3.55B	254	+49	+24%	$2.05B
62	62 Vicor VICR $10.1B	245	+29	+13%	$2.22B
63	63 MACOM Technology Solutions MTSI $20.7B	238	+35	+17%	$3.92B
64	64 Adeia ADEA $2.4B	235	+20	+9%	$1.76B
65	65 SiTime SITM $15.1B	234	+58	+33%	$4.37B
66	66 FormFactor FORM $8.85B	232	+6	+3%	$3.32B
67	67 Silicon Motion SIMO $7.41B	225	+21	+10%	$2.56B
68	68 Cohu COHU $2.6B	220	+2	+0.9%	$1.64B
69	69 Enpro NPO $6.01B	208	+19	+10%	$2.17B
70	70 ASE Group ASX $109B	204	+2	+1%	$1.07B
71	71 DELISTED Infinera Corporation Common Stock INFN	203	+5	+3%	$1.89B
72	72 Materion MTRN $5.25B	203	+22	+12%	$1.71B
73	73 Ichor Holdings ICHR $1.75B	193	+6	+3%	$1.15B
74	74 Photronics PLAB $1.68B	189	+17	+10%	$1.03B
75	75 State Street SPDR S&P Semiconductor ETF XSD $2.83B	188	+41	+28%	$548M