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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 Amkor Technology AMKR $10.4B	298	+5	+2%	$2.86B
52	52 Advanced Energy AEIS $9.51B	289	+2	+0.7%	$4.21B
53	53 Synaptics SYNA $4.65B	276	-44	-14%	$3.05B
54	54 Element Solutions ESI $8.44B	267	-10	-4%	$4.22B
55	55 MACOM Technology Solutions MTSI $20.6B	266	-2	-0.7%	$3.57B
56	56 Ambarella AMBA $2.69B	258	-13	-5%	$2.58B
57	57 ASE Group ASX $107B	258	+12	+5%	$1.3B
58	58 GlobalFoundries GFS $25.6B	254	-24	-9%	$5.31B
59	59 MaxLinear MXL $6.55B	250	-31	-11%	$2.27B
60	60 Photronics PLAB $1.61B	244	+17	+7%	$1.34B
61	61 FormFactor FORM $8.41B	233	+10	+4%	$2.51B
62	62 Cohu COHU $2.51B	228	+19	+9%	$1.75B
63	63 Semtech SMTC $13.7B	227	-20	-8%	$1.78B
64	64 Impinj PI $5.71B	222	-39	-15%	$2.43B
65	65 Materion MTRN $5.06B	221	-5	-2%	$2.2B
66	66 United Microelectronic UMC $51.1B	220	-1	-0.5%	$1B
67	67 Enpro NPO $5.88B	219	-4	-2%	$2.72B
68	68 Tower Semiconductor TSEM $22.5B	219	+8	+4%	$2.44B
69	69 State Street SPDR S&P Semiconductor ETF XSD $2.75B	215	+7	+3%	$605M
70	70 SiTime SITM $14.3B	209	-21	-9%	$2.23B
71	71 Veeco VECO $2.7B	207	+19	+10%	$1.43B
72	72 Vicor VICR $9.91B	201	+1	+0.5%	$1.15B
73	73 DELISTED Infinera Corporation Common Stock INFN	200	-16	-7%	$1.09B
74	74 Silicon Motion SIMO $7.05B	200	+6	+3%	$1.71B
75	75 Adeia ADEA $2.33B	199	-12	-6%	$1.09B