← 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 Impinj PI $5.75B	165	+2	+1%	$1.1B
77	77 Himax Technologies HIMX $2.08B	162	+28	+21%	$670M
78	78 Adtran ADTN $526M	155	+20	+15%	$924M
79	79 Magnachip Semiconductor MX $198M	147	+13	+10%	$822M
80	80 State Street SPDR S&P Semiconductor ETF XSD $2.78B	144	+13	+10%	$388M
81	81 Nova NVMI $10.3B	139	+20	+17%	$1.98B
82	82 DELISTED Akoustis Technologies Inc AKTS	138	-10	-7%	$263M
83	NPTN 83 DELISTED NEOPHOTONICS CORP NPTN	138	-8	-5%	$449M
84	CAJ 84 DELISTED Canon, Inc. CAJ	136	+3	+2%	$312M
85	85 SiTime SITM $14.6B	136	-6	-4%	$1.53B
86	86 Tower Semiconductor TSEM $23.2B	134	-23	-15%	$1.8B
87	87 Allegro MicroSystems ALGM $5.89B	129	+6	+5%	$2.22B
88	88 Alpha and Omega Semiconductor AOSL $698M	125	-1	-0.8%	$461M
89	89 PDF Solutions PDFS $1.73B	115	+13	+13%	$475M
90	90 Applied Optoelectronics AAOI $6.82B	108	-2	-2%	$112M
91	91 AXT Inc AXTI $3.61B	102	-6	-6%	$270M
92	92 Invesco Semiconductors ETF PSI $2.62B	99	+3	+3%	$199M
93	93 Camtek CAMT $5.91B	97	+15	+18%	$497M
94	94 ACM Research ACMR $3.93B	94	0	0%	$753M
95	95 NVE Corp NVEC $502M	90	-3	-3%	$242M
96	RESN 96 DELISTED Resonant Inc. RESN	88	-9	-9%	$49.7M
97	97 Canaan Creative CAN $179M	86	+14	+19%	$172M
98	98 Atomera ATOM $128M	81	+3	+4%	$155M
99	99 Navitas Semiconductor NVTS $2.35B	76	+12	+19%	$227M
100	100 Pixelworks PXLW $32.7M	71	-6	-8%	$51.3M