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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	296	-3	-1%	$3.02B
52	52 Amkor Technology AMKR $10.9B	292	+18	+7%	$1.89B
53	53 Element Solutions ESI $8.66B	281	+25	+10%	$3.76B
54	54 MaxLinear MXL $7.09B	280	+1	+0.4%	$2.35B
55	55 MACOM Technology Solutions MTSI $20.7B	269	+32	+14%	$3.31B
56	56 Ambarella AMBA $2.8B	264	+20	+8%	$2.53B
57	57 Semtech SMTC $13.5B	260	-17	-6%	$1.96B
58	58 GlobalFoundries GFS $27.2B	252	+34	+16%	$4.8B
59	59 Photronics PLAB $1.68B	249	+20	+9%	$849M
60	60 Impinj PI $5.83B	239	+47	+24%	$2.74B
61	61 Enpro NPO $6.01B	230	+20	+10%	$2.05B
62	62 ASE Group ASX $109B	227	+18	+9%	$986M
63	63 Tower Semiconductor TSEM $23.7B	223	+19	+9%	$2.83B
64	64 United Microelectronic UMC $52.5B	222	-4	-2%	$869M
65	65 Ultra Clean Holdings UCTT $2.53B	219	+6	+3%	$1.26B
66	66 Allegro MicroSystems ALGM $6.03B	218	+48	+28%	$2.89B
67	67 Cohu COHU $2.6B	217	+35	+19%	$1.28B
68	68 Adeia ADEA $2.4B	211	+11	+6%	$878M
69	69 FormFactor FORM $8.85B	209	-31	-13%	$1.58B
70	70 SiTime SITM $15.1B	208	+2	+1%	$1.75B
71	71 DELISTED Infinera Corporation Common Stock INFN	207	+12	+6%	$1.49B
72	72 Vicor VICR $10.1B	197	-8	-4%	$947M
73	73 Silicon Motion SIMO $7.41B	196	-4	-2%	$1.61B
74	74 Materion MTRN $5.25B	195	-8	-4%	$1.62B
75	75 Veeco VECO $2.76B	180	+8	+5%	$970M