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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 $7.09B	206	-8	-4%	$1.01B
77	77 State Street SPDR S&P Semiconductor ETF XSD $2.83B	206	-14	-6%	$521M
78	78 Adeia ADEA $2.4B	203	+7	+4%	$1.26B
79	79 Silicon Motion SIMO $7.41B	202	-32	-14%	$1.63B
80	80 Ichor Holdings ICHR $1.75B	198	+13	+7%	$999M
81	81 ACM Research ACMR $4.05B	185	-16	-8%	$657M
82	82 Vicor VICR $10.1B	179	+9	+5%	$812M
83	83 PDF Solutions PDFS $1.74B	176	+3	+2%	$899M
84	84 indie Semiconductor INDI $464M	175	-10	-5%	$645M
85	85 Alpha and Omega Semiconductor AOSL $707M	173	+7	+4%	$726M
86	86 DELISTED Infinera Corporation Common Stock INFN	165	-47	-22%	$1.37B
87	87 CEVA Inc CEVA $824M	160	+17	+12%	$501M
88	88 Adtran ADTN $532M	152	-6	-4%	$350M
89	89 Applied Optoelectronics AAOI $7.11B	140	+6	+4%	$422M
90	90 Navitas Semiconductor NVTS $2.42B	134	-13	-9%	$191M
91	91 Invesco Semiconductors ETF PSI $2.66B	132	-11	-8%	$222M
92	92 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	130	+6	+5%	$1.27B
93	93 Himax Technologies HIMX $2.11B	128	-4	-3%	$156M
94	94 Aehr Test Systems AEHR $2.26B	126	+7	+6%	$267M
95	95 DELISTED SkyWater Technology SKYT	125	+22	+21%	$114M
96	96 Lightwave Logic LWLG $648M	121	+4	+3%	$93.4M
97	97 NVE Corp NVEC $502M	111	-2	-2%	$255M
98	98 Magnachip Semiconductor MX $205M	88	-1	-1%	$104M
99	99 Bitdeer Technologies BTDR $2.28B	85	+22	+35%	$125M
100	100 AXT Inc AXTI $3.8B	84	-9	-10%	$47.1M