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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 MACOM Technology Solutions MTSI $22.2B	72	+3	+4%	$451M
77	77 NVE Corp NVEC $504M	72	-7	-9%	$201M
78	78 Alpha and Omega Semiconductor AOSL $711M	70	+6	+9%	$135M
79	79 QuickLogic QUIK $174M	66	+1	+2%	$69.5M
80	80 Pixelworks PXLW $32.4M	62	+11	+22%	$55.3M
81	NPTN 81 DELISTED NEOPHOTONICS CORP NPTN	60	-6	-9%	$46.8M
82	82 iShares Semiconductor ETF SOXX $43B	58	+6	+12%	$213M
83	83 VanEck Semiconductor ETF SMH $68.8B	54	+5	+10%	$758M
84	84 GSI Technology GSIT $163M	49	-5	-9%	$64.9M
85	85 Amtech Systems ASYS $245M	45	+5	+13%	$46.8M
86	86 Peraso PRSO $5.46M	44	-7	-14%	$69.7M
87	87 Tower Semiconductor TSEM $23.6B	37	+6	+19%	$87.6M
88	88 Nova NVMI $10.5B	36	+3	+9%	$81.3M
89	89 State Street SPDR S&P Semiconductor ETF XSD $2.84B	36	+17	+89%	$151M
90	90 AXT Inc AXTI $4.04B	35	-5	-13%	$25.2M
91	91 inTEST INTT $168M	24	0	0%	$11M
92	92 CVD Equipment Corp CVV $27.2M	23	0	0%	$10.3M
93	OIIM 93 DELISTED 02Micro International OIIM	21	-2	-9%	$42M
94	94 Sequans Communications SA SQNS $40.2M	18	-4	-18%	$21.6M
95	95 Camtek CAMT $6.33B	16	+4	+33%	$2.64M
96	96 Data I/O DAIO $28.6M	16	+2	+14%	$4.36M
97	97 Invesco Semiconductors ETF PSI $2.73B	15	+1	+7%	$7.35M
98	98 Ideal Power IPWR $51.9M	14	0	0%	$13.4M
99	99 SemiLEDS LEDS $17M	12	+3	+33%	$2.57M
100	100 Trio-Tech International Common Stock TRT $53.2M	12	0	0%	$1.95M