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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 Element Solutions ESI $8.66B	396	+20	+5%	$6.16B
52	52 SiTime SITM $15.1B	394	+45	+13%	$8.44B
53	53 Axcelis ACLS $3.55B	372	+10	+3%	$2.52B
54	54 FormFactor FORM $8.85B	335	+58	+21%	$4.24B
55	55 Enpro NPO $6.01B	332	+12	+4%	$4.59B
56	56 Impinj PI $5.83B	328	+6	+2%	$5.59B
57	57 Silicon Laboratories SLAB $7.38B	326	-9	-3%	$4.39B
58	58 Ambarella AMBA $2.8B	324	-5	-2%	$2.62B
59	59 STMicroelectronics STM $41.7B	323	-3	-0.9%	$2.34B
60	60 Kulicke & Soffa KLIC $4.35B	321	+26	+9%	$2.13B
61	61 GlobalFoundries GFS $27.2B	320	+32	+11%	$19.6B
62	62 ASE Group ASX $109B	317	+14	+5%	$2.59B
63	63 Tower Semiconductor TSEM $23.7B	312	+64	+26%	$8.97B
64	64 Photronics PLAB $1.68B	307	+43	+16%	$1.76B
65	65 Diodes DIOD $3.93B	303	+12	+4%	$2.19B
66	66 Power Integrations POWI $2.51B	298	-17	-5%	$2.12B
67	67 Materion MTRN $5.25B	297	-5	-2%	$2.46B
68	68 Allegro MicroSystems ALGM $6.03B	293	-3	-1%	$3.6B
69	69 Nova NVMI $10.5B	291	+36	+14%	$7.66B
70	70 Synaptics SYNA $4.67B	291	0	0%	$2.84B
71	71 Vicor VICR $10.1B	289	+74	+34%	$2.25B
72	72 Quantum Computing Inc QUBT $1.55B	287	+28	+11%	$1.01B
73	73 Vishay Intertechnology VSH $4.41B	287	-11	-4%	$1.93B
74	74 ACM Research ACMR $4.05B	278	+19	+7%	$1.79B
75	75 Navitas Semiconductor NVTS $2.42B	270	+35	+15%	$810M