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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 Navitas Semiconductor NVTS $2.26B	270	+35	+15%	$810M
77	77 Cohu COHU $2.41B	250	+19	+8%	$1.11B
78	78 State Street SPDR S&P Semiconductor ETF XSD $2.77B	245	+16	+7%	$551M
79	79 MaxLinear MXL $6.55B	240	+1	+0.4%	$1.32B
80	80 Silicon Motion SIMO $7.33B	240	+21	+10%	$2.54B
81	81 Ultra Clean Holdings UCTT $2.42B	238	-4	-2%	$1.08B
82	82 Adeia ADEA $2.3B	235	-4	-2%	$1.82B
83	83 Veeco VECO $2.72B	229	0	0%	$1.78B
84	84 Applied Optoelectronics AAOI $6.6B	219	+39	+22%	$1.67B
85	85 Adtran ADTN $521M	213	-8	-4%	$612M
86	86 indie Semiconductor INDI $440M	205	+4	+2%	$724M
87	87 Camtek CAMT $5.94B	192	+17	+10%	$2.65B
88	88 PDF Solutions PDFS $1.69B	187	+4	+2%	$874M
89	89 DELISTED SkyWater Technology SKYT	186	+43	+30%	$444M
90	90 Ichor Holdings ICHR $1.68B	177	-15	-8%	$629M
91	91 CEVA Inc CEVA $788M	173	+10	+6%	$539M
92	92 Alpha and Omega Semiconductor AOSL $686M	168	-17	-9%	$444M
93	93 Bitdeer Technologies BTDR $2.16B	163	+10	+7%	$819M
94	94 Invesco Semiconductors ETF PSI $2.58B	154	+21	+16%	$348M
95	95 Wolfspeed WOLF $1.27B	151	+15	+11%	$774M
96	96 Aehr Test Systems AEHR $2.07B	150	+1	+0.7%	$428M
97	97 Himax Technologies HIMX $2.07B	148	-1	-0.7%	$278M
98	98 First Trust Nasdaq Semiconductor ETF FTXL $1.22B	141	+25	+22%	$1.22B
99	99 Arteris AIP $928M	139	+19	+16%	$394M
100	100 Lightwave Logic LWLG $627M	119	+16	+16%	$112M