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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 Axcelis ACLS $3.66B	276	-14	-5%	$1.52B
52	52 DELISTED Coherent Inc COHR	273	-10	-4%	$6.03B
53	CCMP 53 DELISTED CMC Materials, Inc. Common Stock CCMP	271	-42	-13%	$4.91B
54	54 Ambarella AMBA $2.71B	266	-28	-10%	$1.92B
55	55 Amkor Technology AMKR $11.1B	265	-17	-6%	$1.61B
56	56 Element Solutions ESI $8.74B	263	-5	-2%	$3.96B
57	57 Advanced Energy AEIS $10.4B	259	-9	-3%	$2.7B
58	58 Rambus RMBS $9.99B	251	-26	-9%	$2.07B
59	59 FormFactor FORM $9.35B	236	-3	-1%	$2.88B
60	60 Ultra Clean Holdings UCTT $2.57B	234	-30	-11%	$1.15B
61	61 Adeia ADEA $2.38B	233	-4	-2%	$1.38B
62	62 Photronics PLAB $1.67B	230	+13	+6%	$1.06B
63	63 MACOM Technology Solutions MTSI $22.2B	229	-17	-7%	$2.33B
64	64 SiTime SITM $15.8B	227	+2	+0.9%	$2.56B
65	65 United Microelectronic UMC $53.7B	225	-17	-7%	$858M
66	66 Silicon Motion SIMO $7.58B	217	+5	+2%	$2.11B
67	67 GlobalFoundries GFS $27.3B	216	+31	+17%	$3.26B
68	68 Enpro NPO $6.22B	210	-16	-7%	$1.62B
69	69 Tower Semiconductor TSEM $23.6B	204	+21	+11%	$3.28B
70	70 Materion MTRN $5.33B	202	-3	-1%	$1.42B
71	71 ASE Group ASX $115B	200	-17	-8%	$735M
72	72 Vicor VICR $11.3B	195	-32	-14%	$1.02B
73	73 Cohu COHU $2.76B	192	-20	-9%	$1.2B
74	74 DELISTED Infinera Corporation Common Stock INFN	188	-10	-5%	$1.09B
75	75 Alpha and Omega Semiconductor AOSL $711M	186	-20	-10%	$605M