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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 Impinj PI $5.36B	163	+10	+7%	$1.25B
77	77 Tower Semiconductor TSEM $22.1B	157	+12	+8%	$1.71B
78	78 DELISTED Akoustis Technologies Inc AKTS	148	+21	+17%	$295M
79	NPTN 79 DELISTED NEOPHOTONICS CORP NPTN	146	+8	+6%	$516M
80	80 SiTime SITM $14.2B	142	+17	+14%	$1.15B
81	81 Adtran ADTN $514M	135	-6	-4%	$741M
82	82 Himax Technologies HIMX $2.03B	134	+26	+24%	$433M
83	83 Magnachip Semiconductor MX $191M	134	+24	+22%	$978M
84	CAJ 84 DELISTED Canon, Inc. CAJ	133	+11	+9%	$313M
85	85 State Street SPDR S&P Semiconductor ETF XSD $2.71B	131	-1	-0.8%	$403M
86	86 Alpha and Omega Semiconductor AOSL $659M	126	+27	+27%	$507M
87	87 Allegro MicroSystems ALGM $5.89B	123	+29	+31%	$1.98B
88	88 Nova NVMI $10.2B	119	-4	-3%	$1.66B
89	89 Applied Optoelectronics AAOI $6.42B	110	+5	+5%	$118M
90	90 AXT Inc AXTI $3.38B	108	+12	+13%	$288M
91	91 PDF Solutions PDFS $1.66B	102	-13	-11%	$457M
92	RESN 92 DELISTED Resonant Inc. RESN	97	+20	+26%	$74.7M
93	93 Invesco Semiconductors ETF PSI $2.53B	96	+19	+25%	$416M
94	94 ACM Research ACMR $3.7B	94	+2	+2%	$587M
95	95 NVE Corp NVEC $480M	93	+5	+6%	$240M
96	96 Camtek CAMT $6.04B	82	+7	+9%	$367M
97	97 Atomera ATOM $120M	78	+20	+34%	$171M
98	98 Pixelworks PXLW $32.5M	77	+1	+1%	$58.1M
99	99 Canaan Creative CAN $169M	72	+45	+167%	$489M
100	100 Amtech Systems ASYS $224M	64	+22	+52%	$83.7M