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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 $2.66B	186	-13	-7%	$1B
77	77 State Street SPDR S&P Semiconductor ETF XSD $2.73B	173	-7	-4%	$334M
78	78 Allegro MicroSystems ALGM $5.75B	171	-3	-2%	$1.83B
79	79 CEVA Inc CEVA $773M	169	-7	-4%	$662M
80	80 Adtran ADTN $518M	162	-24	-13%	$844M
81	81 Impinj PI $5.6B	161	-21	-12%	$1.37B
82	CAJ 82 DELISTED Canon, Inc. CAJ	158	+2	+1%	$362M
83	NPTN 83 DELISTED NEOPHOTONICS CORP NPTN	156	+13	+9%	$780M
84	84 Ichor Holdings ICHR $1.63B	152	-20	-12%	$698M
85	85 Nova NVMI $10.1B	147	-2	-1%	$1.73B
86	86 Himax Technologies HIMX $2B	137	-7	-5%	$228M
87	87 DELISTED Akoustis Technologies Inc AKTS	136	+4	+3%	$106M
88	88 PDF Solutions PDFS $1.66B	127	-2	-2%	$557M
89	89 Magnachip Semiconductor MX $192M	126	+5	+4%	$452M
90	90 indie Semiconductor INDI $443M	124	+32	+35%	$293M
91	91 Lightwave Logic LWLG $587M	115	+33	+40%	$164M
92	92 AXT Inc AXTI $3.54B	101	+7	+7%	$138M
93	93 Invesco Semiconductors ETF PSI $2.57B	99	-10	-9%	$176M
94	94 ACM Research ACMR $3.87B	98	+2	+2%	$606M
95	95 Navitas Semiconductor NVTS $2.31B	88	+17	+24%	$108M
96	96 Camtek CAMT $5.72B	86	-11	-11%	$301M
97	97 Canaan Creative CAN $179M	80	-4	-5%	$104M
98	98 DELISTED Atotech Limited ATC	78	-21	-21%	$3.59B
99	99 Credo Technology Group CRDO $31.9B	76	+5	+7%	$379M
100	100 GCT Semiconductor Holding GCTS $155M	73	+8	+12%	$289M