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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	326	+30	+10%	$3.84B
52	52 Semtech SMTC $12.9B	315	-40	-11%	$3.36B
53	53 Axcelis ACLS $3.39B	307	-18	-6%	$1.54B
54	54 Wolfspeed WOLF $1.24B	306	-1	-0.3%	$427M
55	55 Vishay Intertechnology VSH $4.21B	305	+3	+1%	$2.21B
56	56 Ambarella AMBA $2.73B	297	-1	-0.3%	$1.77B
57	57 Enpro NPO $5.96B	296	+17	+6%	$3.47B
58	58 STMicroelectronics STM $40.6B	294	-25	-8%	$2.12B
59	59 Allegro MicroSystems ALGM $5.88B	291	+35	+14%	$3.96B
60	60 ASE Group ASX $103B	291	+3	+1%	$1.54B
61	61 Kulicke & Soffa KLIC $4.13B	280	-13	-4%	$1.66B
62	62 FormFactor FORM $8.25B	277	-23	-8%	$2.14B
63	63 Impinj PI $5.5B	276	-41	-13%	$2.81B
64	64 SiTime SITM $14.2B	275	-3	-1%	$3.15B
65	65 Diodes DIOD $3.83B	272	+3	+1%	$1.98B
66	66 Synaptics SYNA $4.65B	265	+2	+0.8%	$2.5B
67	67 GlobalFoundries GFS $26.1B	259	-9	-3%	$20.4B
68	68 Photronics PLAB $1.63B	254	-8	-3%	$1.15B
69	69 Materion MTRN $5.12B	252	+7	+3%	$1.6B
70	70 Nova NVMI $10.1B	250	+24	+11%	$4.13B
71	71 ACM Research ACMR $3.73B	244	+61	+33%	$838M
72	72 United Microelectronic UMC $49.7B	234	-19	-8%	$1.11B
73	73 Adeia ADEA $2.25B	231	+24	+12%	$1.37B
74	74 Ultra Clean Holdings UCTT $2.34B	228	-5	-2%	$894M
75	75 Veeco VECO $2.63B	224	-6	-3%	$1.18B