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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 ASE Group ASX $108B	126	-9	-7%	$611M
77	77 VanEck Semiconductor ETF SMH $67.3B	119	-11	-8%	$3.42B
78	78 United Microelectronic UMC $51.8B	117	+2	+2%	$319M
79	79 Impinj PI $5.75B	105	+5	+5%	$343M
80	80 Himax Technologies HIMX $2.08B	103	-9	-8%	$198M
81	81 PDF Solutions PDFS $1.73B	100	-4	-4%	$246M
82	NPTN 82 DELISTED NEOPHOTONICS CORP NPTN	99	+11	+13%	$290M
83	83 NVE Corp NVEC $502M	97	-4	-4%	$388M
84	84 AXT Inc AXTI $3.62B	93	+4	+4%	$153M
85	85 Alpha and Omega Semiconductor AOSL $700M	86	-2	-2%	$183M
86	86 Pixelworks PXLW $32.7M	72	-11	-13%	$59.4M
87	87 State Street SPDR S&P Semiconductor ETF XSD $2.78B	72	+7	+11%	$187M
88	88 Magnachip Semiconductor MX $198M	71	-8	-10%	$307M
89	89 Nova NVMI $10.3B	67	-9	-12%	$342M
90	90 Invesco Semiconductors ETF PSI $2.62B	63	-9	-13%	$80.4M
91	91 Camtek CAMT $5.92B	55	+9	+20%	$73.7M
92	92 QuickLogic QUIK $170M	54	0	0%	$22.3M
93	93 Amtech Systems ASYS $231M	49	-16	-25%	$42M
94	94 inTEST INTT $163M	49	+4	+9%	$42.5M
95	95 GSI Technology GSIT $159M	42	-7	-14%	$42.5M
96	96 Data I/O DAIO $28.9M	41	-1	-2%	$18.3M
97	97 DELISTED Akoustis Technologies Inc AKTS	39	+2	+5%	$26.4M
98	RESN 98 DELISTED Resonant Inc. RESN	39	-7	-15%	$21.3M
99	99 Everspin Technologies MRAM $327M	33	+3	+10%	$51.5M
100	100 ACM Research ACMR $3.94B	31	-3	-9%	$18.6M