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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 Ichor Holdings ICHR $1.62B	112	+22	+24%	$521M
77	77 iShares Semiconductor ETF SOXX $41.2B	110	-2	-2%	$1.04B
78	78 VanEck Semiconductor ETF SMH $66.3B	105	+8	+8%	$2.35B
79	79 United Microelectronic UMC $50.9B	104	-6	-5%	$354M
80	80 Vicor VICR $9.92B	101	+10	+11%	$234M
81	81 Alpha and Omega Semiconductor AOSL $672M	99	-1	-1%	$280M
82	82 NVE Corp NVEC $497M	99	+4	+4%	$280M
83	NPTN 83 DELISTED NEOPHOTONICS CORP NPTN	97	-4	-4%	$198M
84	84 PDF Solutions PDFS $1.66B	94	+2	+2%	$427M
85	85 AXT Inc AXTI $3.61B	93	-2	-2%	$215M
86	86 Pixelworks PXLW $32.3M	88	+12	+16%	$60.7M
87	87 Nova NVMI $10.1B	86	+4	+5%	$337M
88	88 Magnachip Semiconductor MX $192M	70	+8	+13%	$345M
89	89 Amtech Systems ASYS $227M	64	+14	+28%	$105M
90	90 State Street SPDR S&P Semiconductor ETF XSD $2.74B	56	-1	-2%	$178M
91	91 GSI Technology GSIT $158M	50	-5	-9%	$49M
92	92 QuickLogic QUIK $167M	43	-6	-12%	$25.5M
93	93 ChipMOS TECHNOLOGIES IMOS $2.23B	40	-14	-26%	$136M
94	94 Invesco Semiconductors ETF PSI $2.56B	40	-7	-15%	$112M
95	95 inTEST INTT $158M	39	-1	-3%	$40.8M
96	96 Camtek CAMT $5.77B	35	-1	-3%	$31.4M
97	97 DELISTED Akoustis Technologies Inc AKTS	34	+2	+6%	$13.7M
98	98 Sequans Communications SA SQNS $39.8M	33	-4	-11%	$79M
99	99 Data I/O DAIO $28M	29	-3	-9%	$20.7M
100	100 Everspin Technologies MRAM $319M	27	+1	+4%	$41.3M