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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 FormFactor FORM $8.85B	320	+10	+3%	$3.41B
52	52 Advanced Energy AEIS $10.1B	315	+10	+3%	$4.18B
53	53 Silicon Laboratories SLAB $7.38B	302	+7	+2%	$3.76B
54	54 Vishay Intertechnology VSH $4.41B	296	+24	+9%	$2.48B
55	55 Diodes DIOD $3.93B	293	+8	+3%	$2.99B
56	56 ASE Group ASX $109B	279	-2	-0.7%	$1.55B
57	57 Kulicke & Soffa KLIC $4.35B	279	-5	-2%	$2.28B
58	58 Semtech SMTC $13.5B	274	+18	+7%	$3.86B
59	59 GlobalFoundries GFS $27.2B	270	+4	+2%	$22.1B
60	60 Enpro NPO $6.01B	270	+16	+6%	$3.38B
61	61 United Microelectronic UMC $52.5B	268	+31	+13%	$1.35B
62	62 Synaptics SYNA $4.67B	267	+4	+2%	$2.93B
63	63 Ambarella AMBA $2.8B	265	+3	+1%	$1.86B
64	64 Credo Technology Group CRDO $33.5B	262	+11	+4%	$3.91B
65	65 Photronics PLAB $1.68B	261	-11	-4%	$1.35B
66	66 Veeco VECO $2.76B	253	-8	-3%	$1.97B
67	67 Materion MTRN $5.25B	252	+7	+3%	$2.16B
68	68 Ultra Clean Holdings UCTT $2.53B	250	+33	+15%	$1.61B
69	69 Allegro MicroSystems ALGM $6.03B	248	-20	-7%	$3.32B
70	70 Astera Labs ALAB $52.4B	245	+99	+68%	$3.87B
71	71 SiTime SITM $15.1B	245	+20	+9%	$3.52B
72	72 Nova NVMI $10.5B	232	+11	+5%	$4.76B
73	73 Camtek CAMT $6.13B	223	+3	+1%	$1.63B
74	74 Tower Semiconductor TSEM $23.7B	214	+24	+13%	$3.09B
75	75 Cohu COHU $2.6B	210	-13	-6%	$1.1B