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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 $67.4B	130	-4	-3%	$3.29B
77	77 Lattice Semiconductor LSCC $15.3B	122	-3	-2%	$735M
78	78 United Microelectronic UMC $51.9B	115	+6	+6%	$372M
79	79 Himax Technologies HIMX $2.09B	112	+4	+4%	$300M
80	80 PDF Solutions PDFS $1.73B	104	+2	+2%	$337M
81	81 NVE Corp NVEC $502M	101	+7	+7%	$446M
82	82 Impinj PI $5.75B	100	-10	-9%	$333M
83	83 AXT Inc AXTI $3.68B	89	-10	-10%	$154M
84	84 Alpha and Omega Semiconductor AOSL $698M	88	-6	-6%	$222M
85	NPTN 85 DELISTED NEOPHOTONICS CORP NPTN	88	-3	-3%	$210M
86	86 Pixelworks PXLW $32.7M	83	-13	-14%	$44.4M
87	87 Magnachip Semiconductor MX $197M	79	+5	+7%	$328M
88	88 Nova NVMI $10.3B	76	-21	-22%	$372M
89	89 Invesco Semiconductors ETF PSI $2.63B	72	+2	+3%	$104M
90	90 Amtech Systems ASYS $233M	65	-14	-18%	$52.3M
91	91 State Street SPDR S&P Semiconductor ETF XSD $2.79B	65	+2	+3%	$177M
92	92 QuickLogic QUIK $170M	54	+2	+4%	$26.1M
93	93 GSI Technology GSIT $160M	49	+1	+2%	$47.8M
94	94 Camtek CAMT $5.93B	46	+8	+21%	$59.8M
95	RESN 95 DELISTED Resonant Inc. RESN	46	+13	+39%	$30.8M
96	96 inTEST INTT $165M	45	-6	-12%	$40.4M
97	97 Data I/O DAIO $28.2M	42	0	0%	$22.5M
98	98 DELISTED Akoustis Technologies Inc AKTS	37	-5	-12%	$23.6M
99	99 ACM Research ACMR $3.93B	34	+22	+183%	$18.9M
100	100 Everspin Technologies MRAM $328M	30	-1	-3%	$50.8M