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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	295	+6	+2%	$3.97B
52	52 Kulicke & Soffa KLIC $4.35B	288	-20	-6%	$2.65B
53	53 MACOM Technology Solutions MTSI $20.7B	274	+8	+3%	$4.61B
54	54 Synaptics SYNA $4.67B	274	-2	-0.7%	$3.26B
55	55 ASE Group ASX $109B	257	-1	-0.4%	$1.21B
56	56 GlobalFoundries GFS $27.2B	255	+1	+0.4%	$5.05B
57	57 Ambarella AMBA $2.8B	253	-5	-2%	$1.64B
58	58 Element Solutions ESI $8.66B	252	-15	-6%	$4.38B
59	59 Photronics PLAB $1.68B	235	-9	-4%	$1.11B
60	60 FormFactor FORM $8.85B	231	-2	-0.9%	$2.64B
61	61 MaxLinear MXL $7.09B	231	-19	-8%	$1.55B
62	62 Enpro NPO $6.01B	229	+10	+5%	$2.47B
63	63 Vicor VICR $10.1B	226	+25	+12%	$1.24B
64	64 Materion MTRN $5.25B	225	+4	+2%	$1.97B
65	65 State Street SPDR S&P Semiconductor ETF XSD $2.83B	219	+4	+2%	$521M
66	66 Cohu COHU $2.6B	218	-10	-4%	$1.44B
67	67 Semtech SMTC $13.5B	217	-10	-4%	$1.86B
68	68 United Microelectronic UMC $52.5B	217	-3	-1%	$913M
69	69 Arm ARM $261B	209	+209	–	$3.97B
70	70 SiTime SITM $15.1B	209	0	0%	$2.15B
71	71 Ultra Clean Holdings UCTT $2.53B	205	+6	+3%	$1.19B
72	72 DELISTED Infinera Corporation Common Stock INFN	199	-1	-0.5%	$940M
73	73 Tower Semiconductor TSEM $23.7B	199	-20	-9%	$1.64B
74	74 Adeia ADEA $2.4B	195	-4	-2%	$1.08B
75	75 Veeco VECO $2.76B	194	-13	-6%	$1.61B