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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 $115B	129	+2	+2%	$495M
77	77 Impinj PI $5.87B	129	+24	+23%	$442M
78	78 Applied Optoelectronics AAOI $7.32B	127	-10	-7%	$133M
79	79 United Microelectronic UMC $53.7B	120	-3	-2%	$273M
80	80 Tower Semiconductor TSEM $23.6B	115	-4	-3%	$826M
81	NPTN 81 DELISTED NEOPHOTONICS CORP NPTN	113	-19	-14%	$145M
82	82 PDF Solutions PDFS $1.79B	103	+1	+1%	$333M
83	83 NVE Corp NVEC $504M	98	+3	+3%	$251M
84	84 Himax Technologies HIMX $2.09B	97	+1	+1%	$53.9M
85	85 AXT Inc AXTI $4.04B	90	+6	+7%	$90.8M
86	86 Nova NVMI $10.5B	83	+10	+14%	$414M
87	87 Magnachip Semiconductor MX $199M	82	+13	+19%	$316M
88	88 DELISTED Akoustis Technologies Inc AKTS	76	+12	+19%	$71.4M
89	89 Alpha and Omega Semiconductor AOSL $711M	73	-8	-10%	$143M
90	90 State Street SPDR S&P Semiconductor ETF XSD $2.84B	67	-9	-12%	$117M
91	91 Pixelworks PXLW $32.4M	66	-6	-8%	$35M
92	92 Camtek CAMT $6.33B	62	-2	-3%	$86.7M
93	93 QuickLogic QUIK $174M	61	+3	+5%	$13.5M
94	94 GSI Technology GSIT $163M	55	+12	+28%	$62.9M
95	95 Amtech Systems ASYS $245M	47	-4	-8%	$43.1M
96	96 Invesco Semiconductors ETF PSI $2.73B	47	+2	+4%	$36.2M
97	97 ACM Research ACMR $4.26B	40	+11	+38%	$27.2M
98	98 inTEST INTT $168M	39	-6	-13%	$26M
99	99 Everspin Technologies MRAM $333M	37	-5	-12%	$44.3M
100	RESN 100 DELISTED Resonant Inc. RESN	33	0	0%	$7.58M