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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	319	+4	+1%	$4.73B
52	52 STMicroelectronics STM $41.7B	319	-11	-3%	$1.97B
53	53 Impinj PI $5.83B	317	-5	-2%	$4.45B
54	54 Wolfspeed WOLF $1.37B	307	-14	-4%	$936M
55	55 Vishay Intertechnology VSH $4.41B	302	+6	+2%	$2.34B
56	56 FormFactor FORM $8.85B	300	-20	-6%	$3.35B
57	57 Ambarella AMBA $2.8B	298	+33	+12%	$2.46B
58	58 Silicon Laboratories SLAB $7.38B	296	-6	-2%	$4.19B
59	59 Kulicke & Soffa KLIC $4.35B	293	+14	+5%	$2.35B
60	60 ASE Group ASX $109B	288	+9	+3%	$1.68B
61	61 Enpro NPO $6.01B	279	+9	+3%	$3.66B
62	62 SiTime SITM $15.1B	278	+33	+13%	$4.28B
63	63 Diodes DIOD $3.93B	269	-24	-8%	$2.96B
64	64 GlobalFoundries GFS $27.2B	268	-2	-0.7%	$23.8B
65	65 Synaptics SYNA $4.67B	263	-4	-1%	$2.99B
66	66 Photronics PLAB $1.68B	262	+1	+0.4%	$1.35B
67	67 Allegro MicroSystems ALGM $6.03B	256	+8	+3%	$3.11B
68	68 United Microelectronic UMC $52.5B	253	-15	-6%	$1.04B
69	69 Materion MTRN $5.25B	245	-7	-3%	$1.93B
70	70 Tower Semiconductor TSEM $23.7B	240	+26	+12%	$3.69B
71	71 Ultra Clean Holdings UCTT $2.53B	233	-17	-7%	$1.49B
72	72 Veeco VECO $2.76B	230	-23	-9%	$1.59B
73	73 State Street SPDR S&P Semiconductor ETF XSD $2.83B	227	+21	+10%	$533M
74	74 Nova NVMI $10.5B	226	-6	-3%	$4.54B
75	75 MaxLinear MXL $7.09B	209	+3	+1%	$1.41B