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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 STMicroelectronics STM $40.4B	77	-3	-4%	$57.2M
77	77 Alpha and Omega Semiconductor AOSL $674M	76	+6	+9%	$147M
78	78 MACOM Technology Solutions MTSI $20.5B	68	-4	-6%	$458M
79	79 iShares Semiconductor ETF SOXX $41.3B	62	+4	+7%	$231M
80	80 Pixelworks PXLW $32.3M	61	-1	-2%	$45.1M
81	81 QuickLogic QUIK $167M	61	-5	-8%	$43.1M
82	82 Tower Semiconductor TSEM $22.4B	57	+20	+54%	$189M
83	83 VanEck Semiconductor ETF SMH $66.4B	55	+1	+2%	$1.09B
84	NPTN 84 DELISTED NEOPHOTONICS CORP NPTN	47	-13	-22%	$35.8M
85	85 Amtech Systems ASYS $227M	46	+1	+2%	$43.2M
86	86 State Street SPDR S&P Semiconductor ETF XSD $2.74B	41	+5	+14%	$134M
87	87 AXT Inc AXTI $3.62B	40	+5	+14%	$28.9M
88	88 GSI Technology GSIT $158M	39	-10	-20%	$45.9M
89	89 Peraso PRSO $5.74M	39	-5	-11%	$51.8M
90	90 Nova NVMI $10B	33	-3	-8%	$70.2M
91	91 inTEST INTT $158M	29	+5	+21%	$15.2M
92	OIIM 92 DELISTED 02Micro International OIIM	22	+1	+5%	$31.8M
93	93 CVD Equipment Corp CVV $27.2M	19	-4	-17%	$10.6M
94	94 Camtek CAMT $5.74B	18	+2	+13%	$3.17M
95	95 Invesco Semiconductors ETF PSI $2.56B	17	+2	+13%	$10.5M
96	96 Sequans Communications SA SQNS $39.8M	17	-1	-6%	$24.2M
97	97 Data I/O DAIO $28M	15	-1	-6%	$4.9M
98	RESN 98 DELISTED Resonant Inc. RESN	14	+3	+27%	$4.2M
99	99 Ideal Power IPWR $50.8M	13	-1	-7%	$10.8M
100	100 Trio-Tech International Common Stock TRT $50.9M	13	+1	+8%	$2.45M