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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 GlobalFoundries GFS $26.2B	185	+48	+35%	$4.44B
77	77 Tower Semiconductor TSEM $22.3B	183	+27	+17%	$3.18B
78	78 Impinj PI $5.54B	182	+6	+3%	$1.39B
79	79 State Street SPDR S&P Semiconductor ETF XSD $2.73B	180	-8	-4%	$531M
80	80 CEVA Inc CEVA $771M	176	-8	-4%	$778M
81	81 Allegro MicroSystems ALGM $5.9B	174	+9	+5%	$2.54B
82	82 Ichor Holdings ICHR $1.61B	172	-21	-11%	$914M
83	CAJ 83 DELISTED Canon, Inc. CAJ	156	-2	-1%	$381M
84	84 Nova NVMI $10.2B	149	-12	-7%	$2.11B
85	85 Himax Technologies HIMX $2.03B	144	-13	-8%	$397M
86	NPTN 86 DELISTED NEOPHOTONICS CORP NPTN	143	-2	-1%	$709M
87	87 DELISTED Akoustis Technologies Inc AKTS	132	-17	-11%	$187M
88	88 PDF Solutions PDFS $1.66B	129	-5	-4%	$743M
89	89 Magnachip Semiconductor MX $191M	121	-10	-8%	$525M
90	90 Invesco Semiconductors ETF PSI $2.54B	109	-16	-13%	$296M
91	91 DELISTED Atotech Limited ATC	99	+9	+10%	$4.07B
92	92 Camtek CAMT $5.9B	97	-8	-8%	$381M
93	93 ACM Research ACMR $3.75B	96	-4	-4%	$607M
94	94 AXT Inc AXTI $3.37B	94	+1	+1%	$160M
95	95 indie Semiconductor INDI $424M	92	-14	-13%	$305M
96	96 NVE Corp NVEC $478M	85	-7	-8%	$167M
97	97 Canaan Creative CAN $168M	84	+6	+8%	$119M
98	98 Lightwave Logic LWLG $623M	82	+12	+17%	$145M
99	99 Aehr Test Systems AEHR $2.03B	79	+5	+7%	$110M
100	100 Atomera ATOM $122M	74	-8	-10%	$99.5M