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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 Peraso PRSO $5.68M	57	+57	–	$85.7M
77	77 GSI Technology GSIT $162M	56	+56	–	$60.9M
78	78 Silicon Motion SIMO $7.47B	55	+55	–	$95.3M
79	79 MACOM Technology Solutions MTSI $21B	54	+54	–	$256M
80	80 ChipMOS TECHNOLOGIES IMOS $2.25B	53	+53	–	$198M
81	81 QuickLogic QUIK $171M	45	+45	–	$11.1M
82	82 iShares Semiconductor ETF SOXX $42.2B	44	+44	–	$173M
83	83 Amtech Systems ASYS $236M	34	+34	–	$16.7M
84	84 VanEck Semiconductor ETF SMH $67.6B	34	+34	–	$343M
85	85 Nova NVMI $10.3B	31	+31	–	$102M
86	86 Pixelworks PXLW $32.8M	25	+25	–	$21.8M
87	OIIM 87 DELISTED 02Micro International OIIM	24	+24	–	$40.2M
88	88 inTEST INTT $164M	21	+21	–	$9.5M
89	89 CVD Equipment Corp CVV $27.6M	20	+20	–	$3.03M
90	90 State Street SPDR S&P Semiconductor ETF XSD $2.81B	19	+19	–	$37.1M
91	91 Invesco Semiconductors ETF PSI $2.64B	16	+16	–	$5.82M
92	92 Sequans Communications SA SQNS $41M	16	+16	–	$13.6M
93	93 Tower Semiconductor TSEM $23.7B	15	+15	–	$4.21M
94	94 SemiLEDS LEDS $16.4M	14	+14	–	$6.65M
95	95 Camtek CAMT $5.93B	10	+10	–	$2.6M
96	96 Data I/O DAIO $28M	10	+10	–	$1.87M
97	97 Trio-Tech International Common Stock TRT $52.4M	10	+10	–	$1.67M
98	98 Aehr Test Systems AEHR $2.19B	6	+6	–	$372K
99	99 Applied Optoelectronics AAOI $7.07B	–	–	–	–
100	100 ACM Research ACMR $3.95B	–	–	–	–