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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
76	76 Navitas Semiconductor NVTS $2.46B	350	+55	+19%	$2.44B
77	77 Cohu COHU $2.76B	349	+85	+32%	$4B
78	78 Nova NVMI $10.5B	345	+15	+5%	$12.2B
79	79 Ambarella AMBA $2.71B	342	+35	+11%	$3.13B
80	80 Ichor Holdings ICHR $1.79B	331	+80	+32%	$3.78B
81	81 Veeco VECO $2.8B	327	+80	+32%	$5.2B
82	82 Impinj PI $5.87B	316	+25	+9%	$4.69B
83	83 Photronics PLAB $1.67B	314	-17	-5%	$1.78B
84	84 Quantum Computing Inc QUBT $1.43B	313	+18	+6%	$995M
85	85 State Street SPDR S&P Semiconductor ETF XSD $2.84B	306	+57	+23%	$1.19B
86	86 Adeia ADEA $2.38B	304	+45	+17%	$3.75B
87	87 PDF Solutions PDFS $1.79B	283	+75	+36%	$2.75B
88	88 Wolfspeed WOLF $1.3B	266	+112	+73%	$3.16B
89	89 Aehr Test Systems AEHR $2.33B	262	+71	+37%	$2.23B
90	90 AXT Inc AXTI $4.04B	257	+64	+33%	$3.31B
91	91 Adtran ADTN $541M	250	+22	+10%	$1.17B
92	92 Invesco Semiconductors ETF PSI $2.73B	245	+65	+36%	$994M
93	93 Bitdeer Technologies BTDR $2.22B	236	+52	+28%	$2.49B
94	94 Camtek CAMT $6.33B	235	+12	+5%	$3.65B
95	95 indie Semiconductor INDI $464M	218	+14	+7%	$1.08B
96	96 Alpha and Omega Semiconductor AOSL $711M	216	+36	+20%	$1.08B
97	97 Arteris AIP $967M	211	+59	+39%	$1.55B
98	98 First Trust Nasdaq Semiconductor ETF FTXL $1.26B	211	+49	+30%	$1.95B
99	99 CEVA Inc CEVA $823M	209	+51	+32%	$1.18B
100	100 DELISTED SkyWater Technology SKYT	191	-6	-3%	$1.16B