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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 NVE Corp NVEC $502M	84	-1	-1%	$254M
77	77 Himax Technologies HIMX $2.08B	83	-15	-15%	$128M
78	78 Alpha and Omega Semiconductor AOSL $700M	76	-6	-7%	$141M
79	79 Applied Optoelectronics AAOI $6.83B	75	+3	+4%	$115M
80	80 Magnachip Semiconductor MX $198M	70	-16	-19%	$165M
81	81 iShares Semiconductor ETF SOXX $41.9B	64	-1	-2%	$465M
82	82 QuickLogic QUIK $170M	59	+1	+2%	$33M
83	NPTN 83 DELISTED NEOPHOTONICS CORP NPTN	56	+15	+37%	$74.7M
84	84 Amtech Systems ASYS $231M	55	+12	+28%	$79.3M
85	85 VanEck Semiconductor ETF SMH $67.2B	55	-10	-15%	$1.94B
86	86 Pixelworks PXLW $32.7M	52	-3	-5%	$40.7M
87	87 State Street SPDR S&P Semiconductor ETF XSD $2.78B	50	+4	+9%	$113M
88	88 Peraso PRSO $5.97M	41	+7	+21%	$61.9M
89	89 Nova NVMI $10.3B	40	+3	+8%	$95.8M
90	90 AXT Inc AXTI $3.62B	39	-10	-20%	$35.7M
91	91 GSI Technology GSIT $160M	37	0	0%	$33.8M
92	92 inTEST INTT $163M	26	-6	-19%	$15.8M
93	93 Invesco Semiconductors ETF PSI $2.62B	25	+9	+56%	$41.1M
94	94 Camtek CAMT $5.92B	23	+5	+28%	$2.63M
95	OIIM 95 DELISTED 02Micro International OIIM	23	+1	+5%	$34.8M
96	96 CVD Equipment Corp CVV $27.7M	21	+1	+5%	$13.4M
97	97 Data I/O DAIO $28.9M	16	+4	+33%	$6.01M
98	RESN 98 DELISTED Resonant Inc. RESN	15	+4	+36%	$4.7M
99	99 Ideal Power IPWR $52.4M	14	-1	-7%	$12.8M
100	100 Sequans Communications SA SQNS $41.3M	13	-2	-13%	$18.6M