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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 $2.53B	195	-10	-5%	$1.38B
77	77 Adeia ADEA $2.4B	192	-3	-2%	$1.34B
78	78 Tower Semiconductor TSEM $23.7B	184	-15	-8%	$1.99B
79	79 Credo Technology Group CRDO $33.5B	178	+32	+22%	$2.15B
80	80 indie Semiconductor INDI $464M	177	+7	+4%	$1.03B
81	81 Nova NVMI $10.5B	170	+8	+5%	$2.96B
82	82 Adtran ADTN $532M	169	+5	+3%	$462M
83	83 Aehr Test Systems AEHR $2.26B	168	+15	+10%	$541M
84	84 Ichor Holdings ICHR $1.75B	166	+7	+4%	$942M
85	85 Navitas Semiconductor NVTS $2.42B	162	+5	+3%	$671M
86	86 Camtek CAMT $6.13B	161	+8	+5%	$1.3B
87	87 CEVA Inc CEVA $824M	160	+8	+5%	$475M
88	88 ACM Research ACMR $4.05B	156	+2	+1%	$643M
89	89 Alpha and Omega Semiconductor AOSL $707M	144	+4	+3%	$473M
90	90 Himax Technologies HIMX $2.11B	131	+8	+7%	$134M
91	91 Invesco Semiconductors ETF PSI $2.66B	125	+5	+4%	$238M
92	92 Magnachip Semiconductor MX $205M	122	+5	+4%	$215M
93	93 Lightwave Logic LWLG $648M	112	-5	-4%	$160M
94	94 DELISTED Akoustis Technologies Inc AKTS	111	-9	-8%	$38.1M
95	95 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	110	+13	+13%	$1.12B
96	96 NVE Corp NVEC $502M	105	+1	+1%	$250M
97	97 Applied Optoelectronics AAOI $7.11B	103	+26	+34%	$456M
98	98 AXT Inc AXTI $3.8B	89	+2	+2%	$52.8M
99	99 DELISTED SkyWater Technology SKYT	88	-3	-3%	$93.7M
100	100 inTEST INTT $167M	86	-1	-1%	$104M