← All themes

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	NPTN 76 DELISTED NEOPHOTONICS CORP NPTN	61	-11	-15%	$78.3M
77	77 GSI Technology GSIT $165M	54	-3	-5%	$68M
78	78 MACOM Technology Solutions MTSI $20.7B	54	-3	-5%	$311M
79	79 Peraso PRSO $5.75M	53	+3	+6%	$123M
80	80 Applied Optoelectronics AAOI $7.11B	50	+43	+614%	$48.5M
81	81 QuickLogic QUIK $171M	45	+8	+22%	$34M
82	82 VanEck Semiconductor ETF SMH $68.1B	45	+7	+18%	$479M
83	83 iShares Semiconductor ETF SOXX $42.6B	45	+4	+10%	$216M
84	84 AXT Inc AXTI $3.8B	41	-3	-7%	$33M
85	85 Amtech Systems ASYS $235M	40	+3	+8%	$19M
86	86 Pixelworks PXLW $33M	39	+6	+18%	$29.9M
87	87 Nova NVMI $10.5B	35	+4	+13%	$84.1M
88	88 CVD Equipment Corp CVV $27.9M	24	0	0%	$10.2M
89	89 inTEST INTT $167M	22	+1	+5%	$9.66M
90	90 State Street SPDR S&P Semiconductor ETF XSD $2.83B	21	+8	+62%	$86.9M
91	OIIM 91 DELISTED 02Micro International OIIM	20	-2	-9%	$35.8M
92	92 Sequans Communications SA SQNS $38M	18	0	0%	$33.4M
93	93 Invesco Semiconductors ETF PSI $2.66B	15	0	0%	$5.03M
94	94 Data I/O DAIO $27.9M	14	+3	+27%	$3.6M
95	95 SemiLEDS LEDS $16.5M	14	+1	+8%	$3.24M
96	96 Trio-Tech International Common Stock TRT $53.7M	13	+3	+30%	$1.82M
97	97 Tower Semiconductor TSEM $23.7B	13	+1	+8%	$18.2M
98	98 Camtek CAMT $6.13B	11	+1	+10%	$2.88M
99	99 Aehr Test Systems AEHR $2.26B	10	+1	+11%	$1.96M
100	100 Ideal Power IPWR $52.8M	6	+6	–	$6.89M