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OPTO Semiconductor Index

SEMI

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Index Performance

+16.06%
SEMI
+8.31%
TMLARGE
+7.79%
QQQ

Overview

Description

A pure-play index tracking global semiconductor companies (US listings).

  • TickerSEMI
  • Inception Date11/15/2023
  • WeightingMarket Cap
  • # of holdings59
What's inside?

Holdings

All holdings as of December 4, 2025
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NVIDIA Corp. (NVDA)42.72%$4.46T62.49%73.41%24.10
Broadcom Inc. (AVGO)17.28%$1.80T22.03%64.08%24.30
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)11.54%$1.20T40.71%58.38%12.04
ASML Holding NV (ASML)4.16%$426.90B0.65%51.63%9.71
Advanced Micro Devices, Inc. (AMD)3.36%$351.62B35.59%48.43%8.07
Micron Technology, Inc. (MU)2.43%$255.06B48.85%40.17%3.81
Applied Materials, Inc. (AMAT)2.06%$214.65B4.39%48.67%6.44
Lam Research Corp. (LRCX)1.90%$197.31B27.74%50.43%8.20
Intel Corp. (INTC)1.81%$193.19B2.78%38.22%3.50
QUALCOMM, Inc. (QCOM)1.81%$186.73B13.66%55.43%4.29
Texas Instruments Incorporated (TXN)1.58%$163.66B14.24%57.42%10.24
KLA Corp. (KLAC)1.53%$158.73B13.05%59.43%11.52
Analog Devices, Inc. (ADI)1.31%$135.76B16.89%54.68%11.03
Synopsys, Inc. (SNPS)0.83%$86.14B14.16%72.52%17.88
Marvell Technology, Inc. (MRVL)0.81%$83.27B36.83%51.57%10.69
TE Connectivity Ltd. (TEL)0.66%$68.75B8.94%34.15%4.05
NXP Semiconductors NV (NXPI)0.55%$56.92B-2.37%55.34%5.52
Monolithic Power Systems, Inc. (MPWR)0.44%$45.64B18.88%55.11%16.15
Microchip Technology, Inc. (MCHP)0.33%$34.98B-2.01%41.23%9.54
ASE Technology Holding Co., Ltd. (3711)0.30%$31.77B5.29%16.22%1.51
Teradyne, Inc. (TER)0.30%$31.11B4.33%57.95%7.52
STMicroelectronics NV (STM)0.22%$22.99B-2.39%33.23%1.98
ON Semiconductor Corp. (ON)0.21%$22.05B-11.98%37.09%3.37
MACOM Technology Solutions Holdings, Inc. (MTSI)0.13%$14.02B32.58%52.89%9.56
Entegris, Inc. (ENTG)0.13%$13.36B-0.07%37.86%5.49
MKS, Inc. (MKSI)0.11%$10.97B10.27%40.28%3.20
Amkor Technology, Inc. (AMKR)0.10%$10.67B6.74%14.32%1.08
Rambus, Inc. (RMBS)0.10%$10.64B22.68%74.43%15.83
Lattice Semiconductor Corp. (LSCC)0.10%$10.37B4.92%61.12%19.71
Skyworks Solutions, Inc. (SWKS)0.10%$10.26B-2.18%41.14%2.88
Nova Ltd. (NVMI)0.09%$9.78B25.50%56.73%11.93
SiTime Corp. (SITM)0.09%$9.15B44.84%53.51%25.02
Qorvo, Inc. (QRVO)0.08%$8.22B1.15%47.25%2.50
Advanced Energy Industries, Inc. (AEIS)0.08%$8.10B23.81%37.62%3.75
Onto Innovation, Inc. (ONTO)0.07%$7.81B-13.49%50.18%5.28
Semtech Corp. (SMTC)0.07%$7.24B12.73%51.81%6.12
Cirrus Logic, Inc. (CRUS)0.06%$6.22B3.53%52.48%3.18
Universal Display Corp. (OLED)0.06%$5.77B-13.62%71.20%9.80
Camtek Ltd. (CAMT)0.05%$5.42B12.15%50.04%9.66
Allegro MicroSystems, Inc. (ALGM)0.05%$5.34B14.36%46.33%7.25
Impinj, Inc. (PI)0.04%$4.72B0.90%49.75%15.01
Silicon Laboratories, Inc. (SLAB)0.04%$4.56B23.80%56.66%5.34
Ambarella, Inc. (AMBA)0.03%$3.03B31.21%60.25%9.02
Synaptics, Inc. (SYNA)0.03%$2.96B13.50%40.99%2.81
Axcelis Technologies, Inc. (ACLS)0.03%$2.76B-16.74%41.57%3.16
Kulicke & Soffa Industries, Inc. (KLIC)0.02%$2.49B-7.38%42.03%2.56
Diodes, Inc. (DIOD)0.02%$2.40B12.02%29.23%1.57
Power Integrations, Inc. (POWI)0.02%$2.02B2.66%54.53%4.49
Navitas Semiconductor Corp. (NVTS)0.02%$2.18B-53.36%-8.94%24.63
Veeco Instruments, Inc. (VECO)0.02%$1.89B-10.24%40.35%2.56
Vishay Intertechnology, Inc. (VSH)0.02%$2.05B7.52%19.46%0.88
MaxLinear, Inc. (MXL)0.02%$1.60B55.93%56.58%3.39
Photronics, Inc. (PLAB)0.01%$1.42B-0.28%33.68%1.15
Cohu, Inc. (COHU)0.01%$1.17B32.42%35.66%1.92
indie Semiconductor, Inc. (INDI)0.01%$1.01B-0.54%40.06%4.76
Aehr Test Systems (AEHR)0.01%$765.17M-16.39%33.90%12.90
Alpha & Omega Semiconductor Ltd. (AOSL)0.01%$645.72M0.34%23.48%0.93
CEVA, Inc. (CEVA)0.01%$614.11M4.33%87.46%4.50
NVE Corp. (NVEC)<0.01%$326.36M-6.09%78.28%12.07
Market data by FactSet