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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 United Microelectronic UMC $51.8B	91	+2	+2%	$276M
77	77 Vicor VICR $9.78B	90	+2	+2%	$96.3M
78	78 Alpha and Omega Semiconductor AOSL $698M	89	+20	+29%	$166M
79	79 Ultra Clean Holdings UCTT $2.45B	81	-3	-4%	$114M
80	80 NVE Corp NVEC $502M	80	-5	-6%	$203M
81	81 ChipMOS TECHNOLOGIES IMOS $2.22B	77	-7	-8%	$278M
82	82 iShares Semiconductor ETF SOXX $42B	60	+3	+5%	$426M
83	83 State Street SPDR S&P Semiconductor ETF XSD $2.78B	54	+5	+10%	$178M
84	84 Magnachip Semiconductor MX $198M	52	+6	+13%	$161M
85	85 VanEck Semiconductor ETF SMH $67.3B	46	-14	-23%	$613M
86	86 QuickLogic QUIK $169M	45	-3	-6%	$17.4M
87	87 Amtech Systems ASYS $232M	42	-2	-5%	$46.5M
88	88 Pixelworks PXLW $32.5M	42	-5	-11%	$12.4M
89	89 Nova NVMI $10.3B	40	0	0%	$92M
90	90 Peraso PRSO $5.93M	40	-2	-5%	$17.5M
91	91 AXT Inc AXTI $3.62B	36	+3	+9%	$32.4M
92	92 GSI Technology GSIT $161M	36	+1	+3%	$19M
93	93 Invesco Semiconductors ETF PSI $2.62B	30	+2	+7%	$26.1M
94	94 inTEST INTT $163M	26	-1	-4%	$15.3M
95	95 CVD Equipment Corp CVV $27.4M	23	-1	-4%	$8.57M
96	96 Ideal Power IPWR $52.4M	22	+1	+5%	$13.2M
97	97 Camtek CAMT $5.95B	20	-4	-17%	$9.33M
98	98 Sequans Communications SA SQNS $41.3M	19	+6	+46%	$36.1M
99	OIIM 99 DELISTED 02Micro International OIIM	17	+1	+6%	$16.5M
100	100 Data I/O DAIO $28.2M	16	-1	-6%	$4.27M