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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 $2.53B	90	+3	+3%	$161M
77	77 Vicor VICR $10.1B	89	+1	+1%	$105M
78	78 United Microelectronic UMC $52.5B	88	+8	+10%	$262M
79	79 Axcelis ACLS $3.55B	84	-11	-12%	$277M
80	80 iShares Semiconductor ETF SOXX $42.6B	82	+19	+30%	$764M
81	81 NVE Corp NVEC $502M	81	-2	-2%	$208M
82	82 ChipMOS TECHNOLOGIES IMOS $2.26B	66	-15	-19%	$317M
83	83 Magnachip Semiconductor MX $205M	65	+10	+18%	$241M
84	84 VanEck Semiconductor ETF SMH $68.1B	65	+11	+20%	$1.6B
85	85 AXT Inc AXTI $3.8B	60	+14	+30%	$76.7M
86	86 Impinj PI $5.83B	53	+53	–	$162M
87	87 State Street SPDR S&P Semiconductor ETF XSD $2.83B	53	+9	+20%	$224M
88	88 QuickLogic QUIK $171M	45	-2	-4%	$8.38M
89	89 Amtech Systems ASYS $235M	43	+2	+5%	$34.5M
90	90 Peraso PRSO $5.75M	41	-1	-2%	$19.3M
91	91 Pixelworks PXLW $33M	38	-1	-3%	$18.4M
92	92 Nova NVMI $10.5B	35	+1	+3%	$114M
93	93 GSI Technology GSIT $165M	33	+1	+3%	$21.4M
94	94 Invesco Semiconductors ETF PSI $2.66B	32	+6	+23%	$57.6M
95	95 inTEST INTT $167M	29	-2	-6%	$15.5M
96	96 CVD Equipment Corp CVV $27.9M	26	+1	+4%	$8.73M
97	97 Camtek CAMT $6.13B	24	+4	+20%	$15.3M
98	98 Ideal Power IPWR $52.8M	24	0	0%	$14.9M
99	99 Data I/O DAIO $27.9M	21	+2	+11%	$6.14M
100	RESN 100 DELISTED Resonant Inc. RESN	17	+2	+13%	$1.72M