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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 Silicon Laboratories SLAB $7.38B	295	-28	-9%	$4.34B
52	52 Advanced Energy AEIS $10.1B	291	-4	-1%	$4.46B
53	53 Allegro MicroSystems ALGM $6.03B	288	-23	-7%	$2.91B
54	54 Photronics PLAB $1.68B	282	+47	+20%	$1.75B
55	55 Synaptics SYNA $4.67B	281	+7	+3%	$4.19B
56	56 Element Solutions ESI $8.66B	278	+26	+10%	$5.34B
57	57 Arm ARM $261B	271	+62	+30%	$5.85B
58	58 ASE Group ASX $109B	265	+8	+3%	$1.4B
59	59 GlobalFoundries GFS $27.2B	261	+6	+2%	$33.7B
60	60 Ambarella AMBA $2.8B	258	+5	+2%	$2.04B
61	61 United Microelectronic UMC $52.5B	250	+33	+15%	$1.03B
62	62 FormFactor FORM $8.85B	246	+15	+6%	$3.2B
63	63 Enpro NPO $6.01B	240	+11	+5%	$3.27B
64	64 SiTime SITM $15.1B	229	+20	+10%	$2.29B
65	65 State Street SPDR S&P Semiconductor ETF XSD $2.83B	228	+9	+4%	$565M
66	66 Materion MTRN $5.25B	226	+1	+0.4%	$2.52B
67	67 Semtech SMTC $13.5B	226	+9	+4%	$1.85B
68	68 MaxLinear MXL $7.09B	213	-18	-8%	$1.64B
69	69 Cohu COHU $2.6B	212	-6	-3%	$1.48B
70	70 Silicon Motion SIMO $7.41B	204	+11	+6%	$1.64B
71	71 DELISTED Infinera Corporation Common Stock INFN	201	+2	+1%	$1.08B
72	72 Vicor VICR $10.1B	201	-25	-11%	$897M
73	73 Veeco VECO $2.76B	200	+6	+3%	$1.9B
74	74 Impinj PI $5.83B	199	+6	+3%	$2.52B
75	75 PDF Solutions PDFS $1.74B	198	+15	+8%	$908M