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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 Element Solutions ESI $8.74B	69	+69	–	$1.52B
77	77 MACOM Technology Solutions MTSI $22.2B	69	+15	+28%	$400M
78	NPTN 78 DELISTED NEOPHOTONICS CORP NPTN	66	+5	+8%	$92.9M
79	79 QuickLogic QUIK $174M	65	+20	+44%	$60.6M
80	80 Alpha and Omega Semiconductor AOSL $711M	64	0	0%	$98.9M
81	81 GSI Technology GSIT $163M	54	0	0%	$78M
82	82 iShares Semiconductor ETF SOXX $43B	52	+7	+16%	$245M
83	83 Peraso PRSO $5.46M	51	-2	-4%	$105M
84	84 Pixelworks PXLW $32.4M	51	+12	+31%	$38M
85	85 VanEck Semiconductor ETF SMH $68.8B	49	+4	+9%	$468M
86	86 Amtech Systems ASYS $245M	40	0	0%	$43.8M
87	87 AXT Inc AXTI $4.04B	40	-1	-2%	$26.4M
88	88 Nova NVMI $10.5B	33	-2	-6%	$81.5M
89	89 Tower Semiconductor TSEM $23.6B	31	+18	+138%	$67.1M
90	90 inTEST INTT $168M	24	+2	+9%	$11.2M
91	91 CVD Equipment Corp CVV $27.2M	23	-1	-4%	$12.8M
92	OIIM 92 DELISTED 02Micro International OIIM	23	+3	+15%	$32.1M
93	93 Sequans Communications SA SQNS $40.2M	22	+4	+22%	$43.7M
94	94 State Street SPDR S&P Semiconductor ETF XSD $2.84B	19	-2	-10%	$108M
95	95 Data I/O DAIO $28.6M	14	0	0%	$4.25M
96	96 Ideal Power IPWR $51.9M	14	+8	+133%	$12M
97	97 Invesco Semiconductors ETF PSI $2.73B	14	-1	-7%	$4.51M
98	98 Camtek CAMT $6.33B	12	+1	+9%	$3.08M
99	99 Trio-Tech International Common Stock TRT $53.2M	12	-1	-8%	$1.83M
100	100 Aehr Test Systems AEHR $2.33B	10	0	0%	$2.48M