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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	131	+14	+12%	$595M
77	77 Cohu COHU $2.55B	129	-10	-7%	$888M
78	78 Veeco VECO $2.7B	129	-11	-8%	$625M
79	NPTN 79 DELISTED NEOPHOTONICS CORP NPTN	126	+10	+9%	$352M
80	80 United Microelectronic UMC $51.8B	121	+3	+3%	$331M
81	81 Applied Optoelectronics AAOI $6.91B	118	+5	+4%	$144M
82	82 PDF Solutions PDFS $1.73B	109	+3	+3%	$420M
83	83 DELISTED Akoustis Technologies Inc AKTS	101	+14	+16%	$119M
84	84 NVE Corp NVEC $497M	101	+5	+5%	$244M
85	85 Nova NVMI $10.3B	93	+8	+9%	$644M
86	86 Magnachip Semiconductor MX $201M	92	+16	+21%	$383M
87	87 State Street SPDR S&P Semiconductor ETF XSD $2.77B	92	+26	+39%	$225M
88	88 AXT Inc AXTI $3.65B	86	-4	-4%	$101M
89	89 Alpha and Omega Semiconductor AOSL $691M	82	-1	-1%	$209M
90	90 Himax Technologies HIMX $2.08B	81	+10	+14%	$35.1M
91	91 Pixelworks PXLW $32.4M	55	-5	-8%	$39.4M
92	92 Camtek CAMT $5.95B	53	+3	+6%	$116M
93	93 Invesco Semiconductors ETF PSI $2.61B	53	+9	+20%	$64.1M
94	94 GSI Technology GSIT $161M	50	-9	-15%	$50.2M
95	95 Amtech Systems ASYS $227M	46	-2	-4%	$41.2M
96	96 ACM Research ACMR $3.91B	45	-3	-6%	$54.7M
97	97 Everspin Technologies MRAM $331M	41	-1	-2%	$34.5M
98	98 ChipMOS TECHNOLOGIES IMOS $2.22B	39	+3	+8%	$58.3M
99	RESN 99 DELISTED Resonant Inc. RESN	33	-3	-8%	$8.11M
100	100 inTEST INTT $164M	32	-5	-14%	$30.5M