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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 Veeco VECO $2.76B	186	+22	+13%	$1.42B
77	77 CEVA Inc CEVA $824M	184	-2	-1%	$809M
78	78 Adtran ADTN $532M	182	+7	+4%	$1.06B
79	79 Alpha and Omega Semiconductor AOSL $707M	178	+47	+36%	$908M
80	80 Impinj PI $5.83B	176	+18	+11%	$1.9B
81	81 Allegro MicroSystems ALGM $6.03B	165	+12	+8%	$3.18B
82	82 Nova NVMI $10.5B	161	+23	+17%	$2.96B
83	CAJ 83 DELISTED Canon, Inc. CAJ	158	+7	+5%	$374M
84	84 Himax Technologies HIMX $2.11B	157	-7	-4%	$749M
85	85 Tower Semiconductor TSEM $23.7B	156	+15	+11%	$2.4B
86	86 DELISTED Akoustis Technologies Inc AKTS	149	+9	+6%	$182M
87	NPTN 87 DELISTED NEOPHOTONICS CORP NPTN	145	+21	+17%	$699M
88	88 GlobalFoundries GFS $27.2B	137	+137	–	$4.18B
89	89 PDF Solutions PDFS $1.74B	134	+22	+20%	$838M
90	90 Magnachip Semiconductor MX $205M	131	-1	-0.8%	$667M
91	91 Invesco Semiconductors ETF PSI $2.66B	125	+23	+23%	$351M
92	92 indie Semiconductor INDI $464M	106	+36	+51%	$390M
93	93 Camtek CAMT $6.13B	105	+10	+11%	$663M
94	94 ACM Research ACMR $4.05B	100	+4	+4%	$747M
95	95 AXT Inc AXTI $3.8B	93	-9	-9%	$203M
96	96 NVE Corp NVEC $502M	92	0	0%	$212M
97	97 DELISTED Atotech Limited ATC	90	+2	+2%	$4.7B
98	98 Applied Optoelectronics AAOI $7.11B	86	-15	-15%	$55.7M
99	99 Atomera ATOM $130M	82	+2	+3%	$152M
100	100 Canaan Creative CAN $185M	78	-1	-1%	$122M