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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	NPTN 76 DELISTED NEOPHOTONICS CORP NPTN	132	+17	+15%	$229M
77	77 ASE Group ASX $109B	127	+4	+3%	$513M
78	78 VanEck Semiconductor ETF SMH $68.1B	127	-10	-7%	$2.44B
79	79 United Microelectronic UMC $52.5B	123	+4	+3%	$243M
80	80 Tower Semiconductor TSEM $23.7B	119	-18	-13%	$876M
81	81 Impinj PI $5.83B	105	+7	+7%	$246M
82	82 PDF Solutions PDFS $1.74B	102	-4	-4%	$333M
83	83 Himax Technologies HIMX $2.11B	96	-2	-2%	$52.5M
84	84 NVE Corp NVEC $502M	95	-5	-5%	$366M
85	85 AXT Inc AXTI $3.8B	84	-4	-5%	$103M
86	86 Alpha and Omega Semiconductor AOSL $707M	81	-5	-6%	$178M
87	87 State Street SPDR S&P Semiconductor ETF XSD $2.83B	76	+12	+19%	$143M
88	88 Nova NVMI $10.5B	73	+2	+3%	$376M
89	89 Pixelworks PXLW $33M	72	-1	-1%	$55.7M
90	90 Magnachip Semiconductor MX $205M	69	+4	+6%	$222M
91	91 DELISTED Akoustis Technologies Inc AKTS	64	+10	+19%	$39.7M
92	92 Camtek CAMT $6.13B	64	+2	+3%	$88.6M
93	93 QuickLogic QUIK $171M	58	+1	+2%	$10.2M
94	94 Amtech Systems ASYS $235M	51	+1	+2%	$41.2M
95	95 inTEST INTT $167M	45	-4	-8%	$35.8M
96	96 Invesco Semiconductors ETF PSI $2.66B	45	0	0%	$38.1M
97	97 GSI Technology GSIT $165M	43	+9	+26%	$51.3M
98	98 Data I/O DAIO $27.9M	42	+7	+20%	$16.3M
99	99 Everspin Technologies MRAM $343M	42	+9	+27%	$52.6M
100	RESN 100 DELISTED Resonant Inc. RESN	33	-5	-13%	$7.73M