← All themes

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 Vicor VICR $9.86B	92	-4	-4%	$96.9M
77	77 Applied Optoelectronics AAOI $6.71B	88	+7	+9%	$234M
78	78 NVE Corp NVEC $497M	87	-2	-2%	$175M
79	79 Himax Technologies HIMX $2.01B	78	-10	-11%	$296M
80	80 ChipMOS TECHNOLOGIES IMOS $2.23B	74	-10	-12%	$270M
81	81 Alpha and Omega Semiconductor AOSL $673M	64	-8	-11%	$101M
82	82 Magnachip Semiconductor MX $192M	61	+3	+5%	$220M
83	83 VanEck Semiconductor ETF SMH $66.4B	56	-2	-3%	$1.28B
84	84 iShares Semiconductor ETF SOXX $41.3B	51	-8	-14%	$521M
85	85 Pixelworks PXLW $32.3M	50	-5	-9%	$28.8M
86	86 QuickLogic QUIK $167M	45	-10	-18%	$21.9M
87	87 Amtech Systems ASYS $226M	44	-6	-12%	$34.1M
88	88 State Street SPDR S&P Semiconductor ETF XSD $2.74B	41	-15	-27%	$80M
89	89 Peraso PRSO $5.67M	39	0	0%	$41.3M
90	90 Nova NVMI $10B	38	-3	-7%	$74M
91	91 AXT Inc AXTI $3.64B	37	-1	-3%	$28.1M
92	92 GSI Technology GSIT $158M	34	-4	-11%	$19.4M
93	93 Invesco Semiconductors ETF PSI $2.56B	27	-3	-10%	$31.5M
94	94 inTEST INTT $157M	26	-1	-4%	$16.3M
95	95 CVD Equipment Corp CVV $27.5M	25	+3	+14%	$11M
96	96 Camtek CAMT $5.75B	24	+2	+9%	$12.4M
97	97 Ideal Power IPWR $50.8M	24	+1	+4%	$19.8M
98	OIIM 98 DELISTED 02Micro International OIIM	18	0	0%	$26.9M
99	99 Data I/O DAIO $28M	16	+1	+7%	$4.5M
100	100 Sequans Communications SA SQNS $39.8M	15	0	0%	$12.6M