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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 Wolfspeed WOLF $1.37B	220	-86	-28%	$26.4M
77	77 State Street SPDR S&P Semiconductor ETF XSD $2.83B	220	+16	+8%	$529M
78	78 MaxLinear MXL $7.09B	218	+3	+1%	$1.03B
79	79 Veeco VECO $2.76B	216	-8	-4%	$1.26B
80	80 Tower Semiconductor TSEM $23.7B	215	-2	-0.9%	$3.24B
81	81 Silicon Motion SIMO $7.41B	212	+22	+12%	$2.14B
82	82 Cohu COHU $2.6B	209	+1	+0.5%	$837M
83	83 Vicor VICR $10.1B	207	-9	-4%	$866M
84	84 Adtran ADTN $532M	193	-12	-6%	$534M
85	85 indie Semiconductor INDI $464M	182	-5	-3%	$678M
86	86 Camtek CAMT $6.13B	175	+6	+4%	$2.19B
87	87 PDF Solutions PDFS $1.74B	172	+4	+2%	$624M
88	88 Ichor Holdings ICHR $1.75B	171	-16	-9%	$650M
89	89 Alpha and Omega Semiconductor AOSL $707M	164	+8	+5%	$557M
90	90 CEVA Inc CEVA $824M	161	-10	-6%	$486M
91	91 Himax Technologies HIMX $2.11B	150	+1	+0.7%	$289M
92	92 Applied Optoelectronics AAOI $7.11B	146	-1	-0.7%	$848M
93	93 DELISTED SkyWater Technology SKYT	141	+6	+4%	$166M
94	94 Arteris AIP $979M	128	+26	+25%	$191M
95	95 Invesco Semiconductors ETF PSI $2.66B	126	+16	+15%	$212M
96	96 Aehr Test Systems AEHR $2.26B	121	+6	+5%	$227M
97	97 NVE Corp NVEC $502M	120	+10	+9%	$260M
98	98 Lightwave Logic LWLG $648M	115	-6	-5%	$30.8M
99	99 Bitdeer Technologies BTDR $2.28B	110	+7	+7%	$484M
100	100 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	110	+5	+5%	$209M