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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 Advanced Energy AEIS $10.1B	275	+16	+6%	$2.88B
52	52 Amkor Technology AMKR $10.9B	274	+9	+3%	$1.61B
53	53 Vishay Intertechnology VSH $4.41B	270	-7	-3%	$2.16B
54	54 Element Solutions ESI $8.66B	256	-7	-3%	$3.6B
55	55 Ambarella AMBA $2.8B	244	-22	-8%	$1.7B
56	56 FormFactor FORM $8.85B	240	+4	+2%	$1.84B
57	57 Rambus RMBS $10.1B	240	-11	-4%	$2.38B
58	58 MACOM Technology Solutions MTSI $20.7B	237	+8	+3%	$2.75B
59	59 Photronics PLAB $1.68B	229	-1	-0.4%	$814M
60	60 United Microelectronic UMC $52.5B	226	+1	+0.4%	$745M
61	61 GlobalFoundries GFS $27.2B	218	+2	+0.9%	$4.18B
62	62 Ultra Clean Holdings UCTT $2.53B	213	-21	-9%	$1.01B
63	63 Enpro NPO $6.01B	210	0	0%	$1.68B
64	64 ASE Group ASX $109B	209	+9	+5%	$765M
65	65 SiTime SITM $15.1B	206	-21	-9%	$1.3B
66	66 Vicor VICR $10.1B	205	+10	+5%	$1.09B
67	67 Tower Semiconductor TSEM $23.7B	204	0	0%	$3.05B
68	68 Materion MTRN $5.25B	203	+1	+0.5%	$1.58B
69	69 Adeia ADEA $2.4B	200	-33	-14%	$1.37B
70	70 Silicon Motion SIMO $7.41B	200	-17	-8%	$1.63B
71	71 DELISTED Infinera Corporation Common Stock INFN	195	+7	+4%	$1.04B
72	72 Impinj PI $5.83B	192	+31	+19%	$2.02B
73	73 Adtran ADTN $532M	186	+24	+15%	$1.2B
74	74 Cohu COHU $2.6B	182	-10	-5%	$1.12B
75	75 Alpha and Omega Semiconductor AOSL $707M	176	-10	-5%	$568M