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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	82	+14	+21%	$659M
77	77 Tower Semiconductor TSEM $23.6B	81	+24	+42%	$285M
78	78 STMicroelectronics STM $42B	78	+1	+1%	$98.4M
79	79 Applied Optoelectronics AAOI $7.32B	72	-14	-16%	$94.1M
80	80 VanEck Semiconductor ETF SMH $68.8B	65	+10	+18%	$1.12B
81	81 iShares Semiconductor ETF SOXX $43B	65	+3	+5%	$549M
82	82 QuickLogic QUIK $174M	58	-3	-5%	$49.9M
83	83 Pixelworks PXLW $32.4M	55	-6	-10%	$36.4M
84	84 AXT Inc AXTI $4.04B	49	+9	+23%	$32.4M
85	85 State Street SPDR S&P Semiconductor ETF XSD $2.84B	46	+5	+12%	$132M
86	86 Amtech Systems ASYS $245M	43	-3	-7%	$54M
87	NPTN 87 DELISTED NEOPHOTONICS CORP NPTN	41	-6	-13%	$36.3M
88	88 GSI Technology GSIT $163M	37	-2	-5%	$38.1M
89	89 Nova NVMI $10.5B	37	+4	+12%	$91.7M
90	90 Peraso PRSO $5.46M	34	-5	-13%	$38.4M
91	91 inTEST INTT $168M	32	+3	+10%	$15M
92	OIIM 92 DELISTED 02Micro International OIIM	22	0	0%	$31.7M
93	93 CVD Equipment Corp CVV $27.2M	20	+1	+5%	$12.5M
94	94 Camtek CAMT $6.33B	18	0	0%	$2.38M
95	95 Invesco Semiconductors ETF PSI $2.73B	16	-1	-6%	$13.9M
96	96 Ideal Power IPWR $51.9M	15	+2	+15%	$9.99M
97	97 Sequans Communications SA SQNS $40.2M	15	-2	-12%	$14.5M
98	98 Data I/O DAIO $28.6M	12	-3	-20%	$5.04M
99	99 Trio-Tech International Common Stock TRT $53.2M	12	-1	-8%	$1.7M
100	100 Aehr Test Systems AEHR $2.33B	11	+2	+22%	$4.59M