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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 $2.31B	204	+9	+5%	$1.88B
77	77 Nova NVMI $10.2B	201	+31	+18%	$3.88B
78	78 ACM Research ACMR $3.7B	200	+44	+28%	$956M
79	79 Ichor Holdings ICHR $1.58B	192	+26	+16%	$1.23B
80	80 Tower Semiconductor TSEM $22.1B	189	+5	+3%	$2.15B
81	81 PDF Solutions PDFS $1.66B	180	-18	-9%	$943M
82	82 Camtek CAMT $6.04B	178	+17	+11%	$1.58B
83	83 Vicor VICR $8.83B	174	-27	-13%	$736M
84	84 indie Semiconductor INDI $422M	173	-4	-2%	$986M
85	85 Adtran ADTN $514M	168	-1	-0.6%	$347M
86	86 Navitas Semiconductor NVTS $2.19B	146	-16	-10%	$409M
87	87 Alpha and Omega Semiconductor AOSL $659M	141	-3	-2%	$422M
88	88 CEVA Inc CEVA $774M	139	-21	-13%	$464M
89	89 Invesco Semiconductors ETF PSI $2.53B	134	+9	+7%	$267M
90	90 Aehr Test Systems AEHR $1.98B	132	-36	-21%	$233M
91	91 Himax Technologies HIMX $2.03B	129	-2	-2%	$121M
92	92 Astera Labs ALAB $49.6B	121	+121	–	$3.15B
93	93 Applied Optoelectronics AAOI $6.42B	119	+16	+16%	$397M
94	94 DELISTED Akoustis Technologies Inc AKTS	118	+7	+6%	$24.1M
95	95 Lightwave Logic LWLG $612M	116	+4	+4%	$147M
96	96 First Trust Nasdaq Semiconductor ETF FTXL $1.2B	109	-1	-0.9%	$1.27B
97	97 NVE Corp NVEC $480M	109	+4	+4%	$297M
98	98 Magnachip Semiconductor MX $191M	104	-18	-15%	$131M
99	99 DELISTED SkyWater Technology SKYT	104	+16	+18%	$106M
100	100 AXT Inc AXTI $3.38B	97	+8	+9%	$116M