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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 VanEck Semiconductor ETF SMH $68.8B	123	+18	+17%	$1.88B
77	77 Himax Technologies HIMX $2.09B	119	-2	-2%	$595M
78	78 PDF Solutions PDFS $1.79B	116	+22	+23%	$468M
79	79 United Microelectronic UMC $53.7B	114	+10	+10%	$339M
80	80 Impinj PI $5.87B	113	-24	-18%	$379M
81	81 AXT Inc AXTI $4.04B	107	+14	+15%	$193M
82	82 Vicor VICR $11.3B	101	0	0%	$207M
83	83 Pixelworks PXLW $32.4M	100	+12	+14%	$86.4M
84	84 Alpha and Omega Semiconductor AOSL $711M	98	-1	-1%	$276M
85	85 NVE Corp NVEC $504M	96	-3	-3%	$318M
86	NPTN 86 DELISTED NEOPHOTONICS CORP NPTN	93	-4	-4%	$226M
87	87 Nova NVMI $10.5B	91	+5	+6%	$326M
88	88 Magnachip Semiconductor MX $199M	75	+5	+7%	$326M
89	89 Amtech Systems ASYS $245M	74	+10	+16%	$95.7M
90	90 State Street SPDR S&P Semiconductor ETF XSD $2.84B	66	+10	+18%	$184M
91	91 Invesco Semiconductors ETF PSI $2.73B	63	+23	+58%	$134M
92	92 QuickLogic QUIK $174M	53	+10	+23%	$31.6M
93	93 GSI Technology GSIT $163M	52	+2	+4%	$53.1M
94	94 inTEST INTT $168M	52	+13	+33%	$45.1M
95	95 DELISTED Akoustis Technologies Inc AKTS	43	+9	+26%	$17.2M
96	96 Camtek CAMT $6.33B	42	+7	+20%	$44.9M
97	97 ChipMOS TECHNOLOGIES IMOS $2.41B	41	+1	+3%	$86.7M
98	98 Data I/O DAIO $28.6M	40	+11	+38%	$43.8M
99	99 Sequans Communications SA SQNS $40.2M	30	-3	-9%	$39.2M
100	100 CVD Equipment Corp CVV $27.2M	28	+4	+17%	$16.1M