← All themes

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 Cohu COHU $2.6B	140	+5	+4%	$631M
77	77 Tower Semiconductor TSEM $23.7B	140	+6	+4%	$1.12B
78	78 ASE Group ASX $109B	137	+17	+14%	$466M
79	CAJ 79 DELISTED Canon, Inc. CAJ	124	+3	+2%	$257M
80	80 United Microelectronic UMC $52.5B	122	0	0%	$312M
81	81 Applied Optoelectronics AAOI $7.11B	110	+6	+6%	$129M
82	82 DELISTED Akoustis Technologies Inc AKTS	110	+17	+18%	$121M
83	83 PDF Solutions PDFS $1.74B	109	+11	+11%	$497M
84	84 Magnachip Semiconductor MX $205M	106	+16	+18%	$343M
85	85 Nova NVMI $10.5B	104	+12	+13%	$820M
86	86 State Street SPDR S&P Semiconductor ETF XSD $2.83B	98	+15	+18%	$254M
87	87 AXT Inc AXTI $3.8B	97	+18	+23%	$124M
88	88 Himax Technologies HIMX $2.11B	91	0	0%	$89.4M
89	89 NVE Corp NVEC $502M	91	-4	-4%	$210M
90	90 ACM Research ACMR $4.05B	86	+24	+39%	$310M
91	91 SiTime SITM $15.1B	75	+29	+63%	$429M
92	92 Alpha and Omega Semiconductor AOSL $707M	72	-5	-6%	$168M
93	93 Pixelworks PXLW $33M	70	+17	+32%	$46.5M
94	RESN 94 DELISTED Resonant Inc. RESN	65	+21	+48%	$44.3M
95	95 Invesco Semiconductors ETF PSI $2.66B	59	+1	+2%	$88.5M
96	96 GSI Technology GSIT $163M	53	+1	+2%	$56.1M
97	97 Camtek CAMT $6.13B	52	+4	+8%	$141M
98	98 Amtech Systems ASYS $235M	46	-1	-2%	$32.4M
99	99 ChipMOS TECHNOLOGIES IMOS $2.26B	40	+2	+5%	$58.1M
100	100 Atomera ATOM $130M	39	+17	+77%	$43.1M