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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 Vicor VICR $11.3B	88	-2	-2%	$92.6M
77	77 Ultra Clean Holdings UCTT $2.57B	87	+6	+7%	$123M
78	78 NVE Corp NVEC $504M	83	+3	+4%	$208M
79	79 Applied Optoelectronics AAOI $7.32B	82	-10	-11%	$153M
80	80 ChipMOS TECHNOLOGIES IMOS $2.41B	81	+4	+5%	$304M
81	81 United Microelectronic UMC $53.7B	80	-11	-12%	$273M
82	82 iShares Semiconductor ETF SOXX $43B	63	+3	+5%	$567M
83	83 Magnachip Semiconductor MX $199M	55	+3	+6%	$161M
84	84 VanEck Semiconductor ETF SMH $68.8B	54	+8	+17%	$1.1B
85	85 QuickLogic QUIK $174M	47	+2	+4%	$13.7M
86	86 AXT Inc AXTI $4.04B	46	+10	+28%	$43.7M
87	87 State Street SPDR S&P Semiconductor ETF XSD $2.84B	44	-10	-19%	$169M
88	88 Peraso PRSO $5.46M	42	+2	+5%	$10.5M
89	89 Amtech Systems ASYS $245M	41	-1	-2%	$41.5M
90	90 Pixelworks PXLW $32.4M	39	-3	-7%	$11.3M
91	91 Nova NVMI $10.5B	34	-6	-15%	$104M
92	92 GSI Technology GSIT $163M	32	-4	-11%	$18.9M
93	93 inTEST INTT $168M	31	+5	+19%	$14.9M
94	94 Invesco Semiconductors ETF PSI $2.73B	26	-4	-13%	$21.1M
95	95 CVD Equipment Corp CVV $27.2M	25	+2	+9%	$8.98M
96	96 Ideal Power IPWR $51.9M	24	+2	+9%	$14.2M
97	97 Camtek CAMT $6.33B	20	0	0%	$10.2M
98	98 Data I/O DAIO $28.6M	19	+3	+19%	$3.97M
99	RESN 99 DELISTED Resonant Inc. RESN	15	0	0%	$1.67M
100	100 Sequans Communications SA SQNS $40.2M	14	-5	-26%	$26.3M