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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 Photronics PLAB $1.68B	172	+4	+2%	$742M
77	77 Himax Technologies HIMX $2.11B	164	+2	+1%	$495M
78	78 Veeco VECO $2.76B	164	-3	-2%	$1.1B
79	79 Impinj PI $5.83B	158	-7	-4%	$1.21B
80	80 Allegro MicroSystems ALGM $6.03B	153	+24	+19%	$2.71B
81	CAJ 81 DELISTED Canon, Inc. CAJ	151	+15	+11%	$385M
82	82 State Street SPDR S&P Semiconductor ETF XSD $2.83B	147	+3	+2%	$438M
83	83 Tower Semiconductor TSEM $23.7B	141	+7	+5%	$1.78B
84	84 DELISTED Akoustis Technologies Inc AKTS	140	+2	+1%	$251M
85	85 Nova NVMI $10.5B	138	-1	-0.7%	$1.99B
86	86 Magnachip Semiconductor MX $205M	132	-15	-10%	$613M
87	87 Alpha and Omega Semiconductor AOSL $707M	131	+6	+5%	$467M
88	NPTN 88 DELISTED NEOPHOTONICS CORP NPTN	124	-14	-10%	$370M
89	89 PDF Solutions PDFS $1.74B	112	-3	-3%	$598M
90	90 AXT Inc AXTI $3.8B	102	0	0%	$191M
91	91 Invesco Semiconductors ETF PSI $2.66B	102	+3	+3%	$233M
92	92 Applied Optoelectronics AAOI $7.11B	101	-7	-6%	$96.7M
93	93 ACM Research ACMR $4.05B	96	+2	+2%	$980M
94	94 Camtek CAMT $6.13B	95	-2	-2%	$583M
95	95 NVE Corp NVEC $502M	92	+2	+2%	$203M
96	96 DELISTED Atotech Limited ATC	88	+18	+26%	$4.5B
97	97 Atomera ATOM $130M	80	-1	-1%	$165M
98	98 Canaan Creative CAN $185M	79	-7	-8%	$139M
99	99 indie Semiconductor INDI $464M	70	+22	+46%	$288M
100	100 Pixelworks PXLW $33M	67	-4	-6%	$101M