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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 Silicon Motion SIMO $7.4B	60	+5	+9%	$121M
77	77 GSI Technology GSIT $165M	57	+1	+2%	$71.1M
78	78 MACOM Technology Solutions MTSI $20.7B	57	+3	+6%	$308M
79	79 Peraso PRSO $5.75M	50	-7	-12%	$81.6M
80	80 AXT Inc AXTI $3.8B	44	-17	-28%	$29.9M
81	81 iShares Semiconductor ETF SOXX $42.6B	41	-3	-7%	$160M
82	82 VanEck Semiconductor ETF SMH $68.1B	38	+4	+12%	$464M
83	83 Amtech Systems ASYS $235M	37	+3	+9%	$20.2M
84	84 QuickLogic QUIK $171M	37	-8	-18%	$9.8M
85	85 Pixelworks PXLW $32.7M	33	+8	+32%	$29.7M
86	86 Nova NVMI $10.5B	31	0	0%	$93.7M
87	87 CVD Equipment Corp CVV $27.6M	24	+4	+20%	$3.92M
88	OIIM 88 DELISTED 02Micro International OIIM	22	-2	-8%	$37M
89	89 inTEST INTT $167M	21	0	0%	$9.97M
90	90 Sequans Communications SA SQNS $38M	18	+2	+13%	$21.9M
91	91 Invesco Semiconductors ETF PSI $2.66B	15	-1	-6%	$6.94M
92	92 SemiLEDS LEDS $16.5M	13	-1	-7%	$4.19M
93	93 State Street SPDR S&P Semiconductor ETF XSD $2.83B	13	-6	-32%	$65.8M
94	94 Tower Semiconductor TSEM $23.7B	12	-3	-20%	$4.46M
95	95 Data I/O DAIO $28.1M	11	+1	+10%	$2.63M
96	96 Camtek CAMT $6.13B	10	0	0%	$2.13M
97	97 Trio-Tech International Common Stock TRT $53.5M	10	0	0%	$1.76M
98	98 Aehr Test Systems AEHR $2.26B	9	+3	+50%	$1.27M
99	99 Applied Optoelectronics AAOI $7.11B	7	+7	–	$10.8M
100	100 ACM Research ACMR $4.04B	–	–	–	–