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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 $2.19B	295	+25	+9%	$978M
77	77 Quantum Computing Inc QUBT $1.44B	295	+8	+3%	$637M
78	78 Impinj PI $5.36B	291	-37	-11%	$3.28B
79	79 Silicon Motion SIMO $7.16B	274	+34	+14%	$3.05B
80	80 Cohu COHU $2.41B	264	+14	+6%	$1.55B
81	81 Adeia ADEA $2.25B	259	+24	+10%	$2.62B
82	82 Ichor Holdings ICHR $1.58B	251	+74	+42%	$1.51B
83	83 State Street SPDR S&P Semiconductor ETF XSD $2.71B	249	+4	+2%	$576M
84	84 Veeco VECO $2.61B	248	+19	+8%	$2.25B
85	85 MaxLinear MXL $6.47B	238	-2	-0.8%	$1.32B
86	86 Adtran ADTN $514M	228	+15	+7%	$989M
87	87 Camtek CAMT $6.04B	223	+31	+16%	$3.64B
88	88 PDF Solutions PDFS $1.66B	208	+21	+11%	$1.05B
89	89 indie Semiconductor INDI $422M	204	-1	-0.5%	$726M
90	90 DELISTED SkyWater Technology SKYT	197	+11	+6%	$801M
91	91 AXT Inc AXTI $3.38B	193	+81	+72%	$1.86B
92	92 Aehr Test Systems AEHR $1.98B	191	+41	+27%	$831M
93	93 Bitdeer Technologies BTDR $2.1B	184	+21	+13%	$910M
94	94 Alpha and Omega Semiconductor AOSL $659M	180	+12	+7%	$490M
95	95 Invesco Semiconductors ETF PSI $2.53B	180	+26	+17%	$437M
96	96 First Trust Nasdaq Semiconductor ETF FTXL $1.2B	162	+21	+15%	$1.26B
97	97 Himax Technologies HIMX $2.03B	160	+12	+8%	$263M
98	98 CEVA Inc CEVA $774M	158	-15	-9%	$466M
99	99 Wolfspeed WOLF $1.23B	154	+3	+2%	$864M
100	100 Arteris AIP $922M	152	+13	+9%	$457M