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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 Himax Technologies HIMX $2.09B	98	-30	-23%	$237M
77	77 iShares Semiconductor ETF SOXX $43B	97	+15	+18%	$923M
78	78 Vicor VICR $11.3B	93	+4	+4%	$144M
79	79 Impinj PI $5.87B	91	+38	+72%	$348M
80	80 Axcelis ACLS $3.66B	89	+5	+6%	$327M
81	81 NVE Corp NVEC $504M	89	+8	+10%	$249M
82	82 VanEck Semiconductor ETF SMH $68.8B	87	+22	+34%	$1.18B
83	83 United Microelectronic UMC $53.7B	84	-4	-5%	$232M
84	84 AXT Inc AXTI $4.04B	75	+15	+25%	$74.5M
85	85 Magnachip Semiconductor MX $199M	65	0	0%	$179M
86	86 ChipMOS TECHNOLOGIES IMOS $2.41B	58	-8	-12%	$194M
87	87 State Street SPDR S&P Semiconductor ETF XSD $2.84B	56	+3	+6%	$234M
88	88 Pixelworks PXLW $32.4M	48	+10	+26%	$17.9M
89	89 Amtech Systems ASYS $245M	40	-3	-7%	$28.8M
90	90 GSI Technology GSIT $163M	40	+7	+21%	$35.5M
91	91 Nova NVMI $10.5B	39	+4	+11%	$131M
92	92 QuickLogic QUIK $174M	38	-7	-16%	$13.7M
93	93 Peraso PRSO $5.46M	35	-6	-15%	$4.47M
94	94 Ichor Holdings ICHR $1.79B	34	+34	–	$246M
95	95 Invesco Semiconductors ETF PSI $2.73B	30	-2	-6%	$66.2M
96	96 CVD Equipment Corp CVV $27.2M	25	-1	-4%	$9.96M
97	97 inTEST INTT $168M	24	-5	-17%	$18M
98	98 Camtek CAMT $6.33B	23	-1	-4%	$19.3M
99	99 Data I/O DAIO $28.6M	20	-1	-5%	$5.53M
100	100 Ideal Power IPWR $51.9M	20	-4	-17%	$8.98M