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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 PDF Solutions PDFS $1.74B	106	+4	+4%	$562M
77	77 iShares Semiconductor ETF SOXX $42.2B	103	+6	+6%	$963M
78	78 Axcelis ACLS $3.52B	102	+13	+15%	$431M
79	79 Alpha and Omega Semiconductor AOSL $700M	100	-3	-3%	$288M
80	80 NVE Corp NVEC $503M	98	+9	+10%	$285M
81	81 United Microelectronic UMC $52.1B	97	+13	+15%	$266M
82	82 Vicor VICR $9.95B	92	-1	-1%	$158M
83	83 AXT Inc AXTI $3.78B	89	+14	+19%	$120M
84	84 VanEck Semiconductor ETF SMH $67.6B	89	+2	+2%	$1.5B
85	85 Magnachip Semiconductor MX $198M	72	+7	+11%	$299M
86	86 Ichor Holdings ICHR $1.73B	65	+31	+91%	$429M
87	87 Pixelworks PXLW $32.8M	59	+11	+23%	$38M
88	88 State Street SPDR S&P Semiconductor ETF XSD $2.81B	59	+3	+5%	$186M
89	89 ChipMOS TECHNOLOGIES IMOS $2.25B	55	-3	-5%	$177M
90	90 Nova NVMI $10.3B	55	+16	+41%	$199M
91	91 QuickLogic QUIK $171M	52	+14	+37%	$29.6M
92	92 GSI Technology GSIT $162M	47	+7	+18%	$47.5M
93	93 Amtech Systems ASYS $236M	42	+2	+5%	$37.7M
94	94 Invesco Semiconductors ETF PSI $2.64B	39	+9	+30%	$94.7M
95	95 Camtek CAMT $5.93B	30	+7	+30%	$22.2M
96	96 inTEST INTT $164M	29	+5	+21%	$25.1M
97	97 CVD Equipment Corp CVV $27.6M	23	-2	-8%	$11.8M
98	98 Data I/O DAIO $28M	22	+2	+10%	$7.4M
99	99 Sequans Communications SA SQNS $41M	22	+5	+29%	$51.4M
100	100 Everspin Technologies MRAM $333M	19	+7	+58%	$12.3M