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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 $51.7B	110	+13	+13%	$319M
77	77 Himax Technologies HIMX $2.08B	101	-5	-5%	$313M
78	NPTN 78 DELISTED NEOPHOTONICS CORP NPTN	101	-25	-20%	$288M
79	79 Alpha and Omega Semiconductor AOSL $697M	100	0	0%	$280M
80	80 VanEck Semiconductor ETF SMH $67.3B	97	+8	+9%	$1.74B
81	81 AXT Inc AXTI $3.73B	95	+6	+7%	$152M
82	82 NVE Corp NVEC $502M	95	-3	-3%	$266M
83	83 PDF Solutions PDFS $1.73B	92	-14	-13%	$436M
84	84 Vicor VICR $9.79B	91	-1	-1%	$175M
85	85 Ichor Holdings ICHR $1.71B	90	+25	+38%	$425M
86	86 Nova NVMI $10.2B	82	+27	+49%	$251M
87	87 Pixelworks PXLW $32.7M	76	+17	+29%	$51.7M
88	88 Magnachip Semiconductor MX $197M	62	-10	-14%	$312M
89	89 State Street SPDR S&P Semiconductor ETF XSD $2.79B	57	-2	-3%	$180M
90	90 GSI Technology GSIT $161M	55	+8	+17%	$51.9M
91	91 ChipMOS TECHNOLOGIES IMOS $2.25B	54	-1	-2%	$164M
92	92 Amtech Systems ASYS $233M	50	+8	+19%	$60.7M
93	93 QuickLogic QUIK $170M	49	-3	-6%	$23.3M
94	94 Invesco Semiconductors ETF PSI $2.62B	47	+8	+21%	$99.5M
95	95 inTEST INTT $162M	40	+11	+38%	$29.8M
96	96 Sequans Communications SA SQNS $41.7M	37	+15	+68%	$82.7M
97	97 Camtek CAMT $5.89B	36	+6	+20%	$31.2M
98	98 DELISTED Akoustis Technologies Inc AKTS	32	+19	+146%	$12.1M
99	99 Data I/O DAIO $28M	32	+10	+45%	$16M
100	100 Everspin Technologies MRAM $330M	26	+7	+37%	$55.4M