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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 $9.51B	305	-5	-2%	$4.33B
52	52 Silicon Laboratories SLAB $7.41B	295	-4	-1%	$3.55B
53	53 Diodes DIOD $3.79B	285	-23	-7%	$3.4B
54	54 Kulicke & Soffa KLIC $4.19B	284	+3	+1%	$2.54B
55	55 ASE Group ASX $107B	281	+2	+0.7%	$1.84B
56	56 Impinj PI $5.71B	273	+45	+20%	$4.37B
57	57 Photronics PLAB $1.61B	272	-9	-3%	$1.36B
58	58 Vishay Intertechnology VSH $4.13B	272	-20	-7%	$2.94B
59	59 Allegro MicroSystems ALGM $5.77B	268	-8	-3%	$3.03B
60	60 GlobalFoundries GFS $25.6B	266	+9	+4%	$28.8B
61	61 Synaptics SYNA $4.65B	263	-19	-7%	$3.34B
62	62 Ambarella AMBA $2.69B	262	-7	-3%	$1.83B
63	63 Veeco VECO $2.7B	261	+25	+11%	$2.82B
64	64 Semtech SMTC $13.7B	256	+20	+8%	$2.44B
65	65 Enpro NPO $5.88B	254	-6	-2%	$3.03B
66	66 Credo Technology Group CRDO $32.5B	251	+36	+17%	$3.89B
67	67 Materion MTRN $5.06B	245	-5	-2%	$2.1B
68	68 United Microelectronic UMC $51.1B	237	-6	-2%	$1.16B
69	69 Silicon Motion SIMO $7.05B	234	+24	+11%	$2.21B
70	70 SiTime SITM $14.3B	225	+12	+6%	$2.4B
71	71 Cohu COHU $2.51B	223	+2	+0.9%	$1.41B
72	72 Nova NVMI $10.1B	221	+20	+10%	$5.24B
73	73 Camtek CAMT $5.76B	220	+42	+24%	$2.5B
74	74 State Street SPDR S&P Semiconductor ETF XSD $2.75B	220	-5	-2%	$598M
75	75 Ultra Clean Holdings UCTT $2.37B	217	+13	+6%	$2.01B