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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 MaxLinear MXL $6.62B	214	+5	+2%	$1.44B
77	77 DELISTED Infinera Corporation Common Stock INFN	212	+1	+0.5%	$1.44B
78	78 ACM Research ACMR $3.92B	201	+1	+0.5%	$774M
79	79 Adeia ADEA $2.34B	196	-8	-4%	$1.18B
80	80 Tower Semiconductor TSEM $23.3B	190	+1	+0.5%	$2.59B
81	81 Ichor Holdings ICHR $1.72B	185	-7	-4%	$1.25B
82	82 indie Semiconductor INDI $459M	185	+12	+7%	$900M
83	83 PDF Solutions PDFS $1.73B	173	-7	-4%	$1.02B
84	84 Vicor VICR $9.7B	170	-4	-2%	$621M
85	85 Alpha and Omega Semiconductor AOSL $699M	166	+25	+18%	$728M
86	86 Adtran ADTN $526M	158	-10	-6%	$316M
87	87 Navitas Semiconductor NVTS $2.37B	147	+1	+0.7%	$335M
88	88 Astera Labs ALAB $50.1B	146	+25	+21%	$3.08B
89	89 CEVA Inc CEVA $805M	143	+4	+3%	$391M
90	90 Invesco Semiconductors ETF PSI $2.63B	143	+9	+7%	$306M
91	91 Applied Optoelectronics AAOI $6.91B	134	+15	+13%	$242M
92	92 Himax Technologies HIMX $2.08B	132	+3	+2%	$209M
93	93 First Trust Nasdaq Semiconductor ETF FTXL $1.23B	124	+15	+14%	$1.4B
94	94 Aehr Test Systems AEHR $2.17B	119	-13	-10%	$214M
95	95 Lightwave Logic LWLG $611M	117	+1	+0.9%	$96.3M
96	96 NVE Corp NVEC $502M	113	+4	+4%	$241M
97	97 DELISTED SkyWater Technology SKYT	103	-1	-1%	$85.7M
98	98 AXT Inc AXTI $3.69B	93	-4	-4%	$74.1M
99	99 DELISTED Akoustis Technologies Inc AKTS	91	-27	-23%	$3.03M
100	100 Magnachip Semiconductor MX $196M	89	-15	-14%	$110M