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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 Silicon Motion SIMO $7.41B	127	-10	-7%	$917M
77	77 Tower Semiconductor TSEM $23.7B	125	+10	+9%	$1.02B
78	78 United Microelectronic UMC $52.5B	118	-2	-2%	$261M
79	79 ASE Group ASX $109B	117	-12	-9%	$488M
80	NPTN 80 DELISTED NEOPHOTONICS CORP NPTN	116	+3	+3%	$220M
81	81 Applied Optoelectronics AAOI $7.11B	113	-14	-11%	$139M
82	82 PDF Solutions PDFS $1.74B	106	+3	+3%	$326M
83	83 NVE Corp NVEC $502M	96	-2	-2%	$227M
84	84 AXT Inc AXTI $3.8B	90	0	0%	$77M
85	85 DELISTED Akoustis Technologies Inc AKTS	87	+11	+14%	$74.4M
86	86 Nova NVMI $10.5B	85	+2	+2%	$537M
87	87 Alpha and Omega Semiconductor AOSL $707M	83	+10	+14%	$180M
88	88 Magnachip Semiconductor MX $205M	76	-6	-7%	$329M
89	89 Himax Technologies HIMX $2.11B	71	-26	-27%	$26.5M
90	90 State Street SPDR S&P Semiconductor ETF XSD $2.83B	66	-1	-1%	$147M
91	91 Pixelworks PXLW $33M	60	-6	-9%	$35.5M
92	92 GSI Technology GSIT $165M	59	+4	+7%	$62.6M
93	93 QuickLogic QUIK $171M	55	-6	-10%	$7.8M
94	94 Camtek CAMT $6.13B	50	-12	-19%	$98.4M
95	95 ACM Research ACMR $4.05B	48	+8	+20%	$40.5M
96	96 Amtech Systems ASYS $235M	48	+1	+2%	$43.2M
97	97 Invesco Semiconductors ETF PSI $2.66B	44	-3	-6%	$40.8M
98	98 Everspin Technologies MRAM $343M	42	+5	+14%	$40.3M
99	99 inTEST INTT $167M	37	-2	-5%	$24.3M
100	100 ChipMOS TECHNOLOGIES IMOS $2.26B	36	+8	+29%	$49.8M