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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 MaxLinear MXL $6.59B	293	+3	+1%	$3.79B
52	52 Axcelis ACLS $3.48B	290	+36	+14%	$2.05B
53	53 DELISTED Coherent Inc COHR	283	+2	+0.7%	$6.55B
54	54 Amkor Technology AMKR $10.7B	282	+10	+4%	$2.05B
55	55 Rambus RMBS $9.76B	277	+19	+7%	$2.98B
56	56 Vishay Intertechnology VSH $4.27B	274	-2	-0.7%	$2.37B
57	57 Advanced Energy AEIS $9.76B	268	-3	-1%	$3.21B
58	58 Element Solutions ESI $8.62B	268	+2	+0.8%	$4.89B
59	59 Ultra Clean Holdings UCTT $2.47B	264	-11	-4%	$1.6B
60	60 MACOM Technology Solutions MTSI $19.8B	246	+8	+3%	$3.01B
61	61 United Microelectronic UMC $51.2B	242	-21	-8%	$1.17B
62	62 FormFactor FORM $8.56B	239	+7	+3%	$3.11B
63	63 Adeia ADEA $2.36B	237	+2	+0.9%	$1.64B
64	64 Vicor VICR $9.57B	227	-18	-7%	$1.26B
65	65 Enpro NPO $5.93B	226	+18	+9%	$1.95B
66	66 SiTime SITM $14.6B	225	-9	-4%	$3.87B
67	67 ASE Group ASX $107B	217	+13	+6%	$1.02B
68	68 Photronics PLAB $1.66B	217	+28	+15%	$918M
69	69 Cohu COHU $2.5B	212	-8	-4%	$1.28B
70	70 Silicon Motion SIMO $7.24B	212	-13	-6%	$1.66B
71	71 Alpha and Omega Semiconductor AOSL $692M	206	+28	+16%	$864M
72	72 Materion MTRN $5.16B	205	+2	+1%	$1.64B
73	73 Veeco VECO $2.65B	199	+13	+7%	$1.43B
74	74 DELISTED Infinera Corporation Common Stock INFN	198	-5	-2%	$1.73B
75	75 Adtran ADTN $522M	186	+4	+2%	$896M