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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 Impinj PI $5.83B	193	-29	-13%	$1.71B
77	77 Silicon Motion SIMO $7.41B	193	-7	-4%	$1.32B
78	78 PDF Solutions PDFS $1.74B	183	+3	+2%	$892M
79	79 indie Semiconductor INDI $464M	170	-3	-2%	$679M
80	80 Adtran ADTN $532M	164	+1	+0.6%	$523M
81	81 Nova NVMI $10.5B	162	+13	+9%	$2.42B
82	82 Ichor Holdings ICHR $1.75B	159	-2	-1%	$861M
83	83 Navitas Semiconductor NVTS $2.42B	157	+14	+10%	$522M
84	84 ACM Research ACMR $4.05B	154	+32	+26%	$563M
85	85 Aehr Test Systems AEHR $2.26B	153	+2	+1%	$904M
86	86 Camtek CAMT $6.13B	153	+60	+65%	$979M
87	87 CEVA Inc CEVA $824M	152	-5	-3%	$385M
88	88 Credo Technology Group CRDO $33.5B	146	+9	+7%	$1.34B
89	89 Alpha and Omega Semiconductor AOSL $707M	140	-5	-3%	$521M
90	90 Himax Technologies HIMX $2.11B	123	+5	+4%	$123M
91	91 DELISTED Akoustis Technologies Inc AKTS	120	-11	-8%	$25.6M
92	92 Invesco Semiconductors ETF PSI $2.66B	120	+6	+5%	$219M
93	93 Lightwave Logic LWLG $648M	117	+5	+4%	$137M
94	94 Magnachip Semiconductor MX $205M	117	+2	+2%	$242M
95	95 NVE Corp NVEC $502M	104	-6	-5%	$257M
96	96 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	97	+6	+7%	$1.02B
97	97 DELISTED SkyWater Technology SKYT	91	-3	-3%	$53.4M
98	98 AXT Inc AXTI $3.8B	87	-11	-11%	$53M
99	99 inTEST INTT $167M	87	-5	-5%	$108M
100	100 Atomera ATOM $130M	79	-4	-5%	$51.6M