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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 Ultra Clean Holdings UCTT $2.47B	199	-5	-2%	$1.54B
77	77 PDF Solutions PDFS $1.73B	180	+3	+2%	$1.25B
78	78 indie Semiconductor INDI $459M	173	+5	+3%	$937M
79	79 Adtran ADTN $526M	163	-10	-6%	$679M
80	80 Ichor Holdings ICHR $1.72B	161	-1	-0.6%	$1.05B
81	81 CEVA Inc CEVA $805M	157	-7	-4%	$499M
82	82 Aehr Test Systems AEHR $2.17B	151	+7	+5%	$791M
83	83 Nova NVMI $10.3B	149	+8	+6%	$2.51B
84	84 Alpha and Omega Semiconductor AOSL $699M	145	+1	+0.7%	$571M
85	85 Navitas Semiconductor NVTS $2.37B	143	+36	+34%	$672M
86	86 Credo Technology Group CRDO $32.8B	137	+27	+25%	$1.41B
87	87 DELISTED Akoustis Technologies Inc AKTS	131	-6	-4%	$119M
88	88 ACM Research ACMR $3.92B	122	-7	-5%	$383M
89	89 Himax Technologies HIMX $2.08B	118	-7	-6%	$186M
90	90 Magnachip Semiconductor MX $196M	115	0	0%	$335M
91	91 Invesco Semiconductors ETF PSI $2.63B	114	+13	+13%	$227M
92	92 Lightwave Logic LWLG $611M	112	0	0%	$211M
93	93 NVE Corp NVEC $502M	110	+11	+11%	$299M
94	94 AXT Inc AXTI $3.7B	98	-4	-4%	$81.1M
95	95 DELISTED SkyWater Technology SKYT	94	+1	+1%	$84.9M
96	96 Camtek CAMT $5.94B	93	+4	+4%	$440M
97	97 inTEST INTT $165M	92	+21	+30%	$170M
98	98 First Trust Nasdaq Semiconductor ETF FTXL $1.23B	91	+11	+14%	$1.06B
99	99 Atomera ATOM $128M	83	-1	-1%	$76.1M
100	100 Arteris AIP $937M	72	+10	+16%	$63.3M