← 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 $9.89B	88	-4	-4%	$85.2M
77	77 NVE Corp NVEC $499M	85	-2	-2%	$201M
78	78 ChipMOS TECHNOLOGIES IMOS $2.23B	84	+10	+14%	$320M
79	79 Ultra Clean Holdings UCTT $2.46B	84	-19	-18%	$112M
80	80 Applied Optoelectronics AAOI $7B	81	-7	-8%	$233M
81	81 Alpha and Omega Semiconductor AOSL $695M	69	+5	+8%	$129M
82	82 VanEck Semiconductor ETF SMH $67.7B	60	+4	+7%	$765M
83	83 iShares Semiconductor ETF SOXX $42.3B	57	+6	+12%	$514M
84	84 State Street SPDR S&P Semiconductor ETF XSD $2.8B	49	+8	+20%	$172M
85	85 QuickLogic QUIK $170M	48	+3	+7%	$15.2M
86	86 Pixelworks PXLW $32.4M	47	-3	-6%	$14.6M
87	87 Magnachip Semiconductor MX $202M	46	-15	-25%	$170M
88	88 Amtech Systems ASYS $229M	44	0	0%	$45.4M
89	89 Peraso PRSO $5.9M	42	+3	+8%	$30.1M
90	90 Nova NVMI $10.4B	40	+2	+5%	$75.7M
91	91 GSI Technology GSIT $161M	35	+1	+3%	$19.9M
92	92 AXT Inc AXTI $3.69B	33	-4	-11%	$33.2M
93	93 Invesco Semiconductors ETF PSI $2.63B	28	+1	+4%	$34.7M
94	94 inTEST INTT $165M	27	+1	+4%	$16.9M
95	95 Camtek CAMT $6.03B	24	0	0%	$10.2M
96	96 CVD Equipment Corp CVV $27.2M	24	-1	-4%	$10.2M
97	97 Ideal Power IPWR $54.1M	21	-3	-13%	$24.9M
98	RESN 98 DELISTED Resonant Inc. RESN	18	+6	+50%	$1.06M
99	99 Data I/O DAIO $28.5M	17	+1	+6%	$4.55M
100	OIIM 100 DELISTED 02Micro International OIIM	16	-2	-11%	$15.5M