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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 Ultra Clean Holdings UCTT $2.57B	89	-15	-14%	$141M
77	77 Himax Technologies HIMX $2.09B	88	+5	+6%	$227M
78	78 ChipMOS TECHNOLOGIES IMOS $2.41B	84	-8	-9%	$353M
79	79 Applied Optoelectronics AAOI $7.32B	81	+6	+8%	$172M
80	80 Alpha and Omega Semiconductor AOSL $711M	72	-4	-5%	$136M
81	81 iShares Semiconductor ETF SOXX $43B	59	-5	-8%	$538M
82	82 Magnachip Semiconductor MX $199M	58	-12	-17%	$245M
83	83 VanEck Semiconductor ETF SMH $68.8B	58	+3	+5%	$1.48B
84	84 State Street SPDR S&P Semiconductor ETF XSD $2.84B	56	+6	+12%	$152M
85	85 Pixelworks PXLW $32.4M	55	+3	+6%	$43.9M
86	86 QuickLogic QUIK $174M	55	-4	-7%	$23.4M
87	87 Amtech Systems ASYS $245M	50	-5	-9%	$82.7M
88	88 Nova NVMI $10.5B	41	+1	+3%	$99M
89	89 Peraso PRSO $5.46M	39	-2	-5%	$52.2M
90	90 AXT Inc AXTI $4.04B	38	-1	-3%	$33.4M
91	91 GSI Technology GSIT $163M	38	+1	+3%	$28.3M
92	92 Invesco Semiconductors ETF PSI $2.73B	30	+5	+20%	$48.1M
93	93 inTEST INTT $168M	27	+1	+4%	$16.5M
94	94 Ideal Power IPWR $51.9M	23	+9	+64%	$24.6M
95	95 Camtek CAMT $6.33B	22	-1	-4%	$12.7M
96	96 CVD Equipment Corp CVV $27.2M	22	+1	+5%	$11.2M
97	OIIM 97 DELISTED 02Micro International OIIM	18	-5	-22%	$31.6M
98	RESN 98 DELISTED Resonant Inc. RESN	17	+2	+13%	$1.26M
99	99 Data I/O DAIO $28.6M	15	-1	-6%	$6.51M
100	100 Sequans Communications SA SQNS $40.2M	15	+2	+15%	$20M