Semiconductor



Portfolio
Id / StatT-SEMIC-L20
DescriptionSemiconductor - L 20
GroupThematic
Update05/12/2021 17:11:33 (Central European Time)
Max. of instr. invested20
Size of invest. universe52
Annual turnover1.47

Performance Stats
A.I.Buy & HoldDifference +
1 day change -0.80%-0.80%
1 week change 0.30%0.50%
1 month change 5.50%2.70%2.80%
3 month change 11.60%8.30%3.30%
1 year change 62.70%43.60%19.10%
2 year annualized change 108.20%72.40%35.80%
3 year annualized change 114.60%85.70%28.90%
5 year annualized change 145.60%87.00%58.60%
YtoD change54.70%36.60%18.10%

Risk Stats
A.I.Buy & HoldDifference
5 year annualized change145.60%87.00%58.60%
Max loss from peak-15.70%-38.20%22.50%
Annualized std deviation23.00%27.70%-4.70%
% portfolio long96.30%100.00%-3.70%

Portfolio breakdown
DescriptionCurncyWeight %ClockLast TradeLast Price1 D Chg %From Last Buy Profit % Stop Stop %
Sell @ Next Open: Marvell Technology IncUSD6.38%1203/1283.5917.68%09/06/2150.4565.69%
Nova Measuring Instruments LtdUSD6.68%103/12124.98-3.38%24/03/2029.99316.74%109.0012.79%
Onto Innovation IncUSD5.78%1203/1292.88-0.91%27/03/2029.13218.85%75.6618.54%
KLA CorporationUSD5.17%103/12400.68-0.46%20/03/20126.57216.56%335.9016.17%
Cadence Design Systems IncUSD4.31%103/12177.87-3.68%15/04/2074.91137.44%150.5015.39%
Analog Devices IncUSD3.33%103/12180.790.09%24/03/2086.99107.82%158.5412.31%
Texas Instruments IncorporatedUSD3.38%103/12193.38-0.10%23/03/2093.06107.80%175.059.48%
NVIDIA CorporationUSD8.06%103/12306.93-4.46%13/04/21152.23101.62%250.2918.45%
ON Semiconductor CorporationUSD5.90%1203/1264.052.41%05/03/2138.0768.24%48.0425.00%
Xilinx IncUSD6.00%103/12217.06-0.75%30/07/21145.1449.55%174.8119.46%
Taiwan Semiconductor Manufacturing Company LimitedUSD3.75%103/12119.33-1.95%27/08/2080.5248.20%108.469.11%
Camtek LtdUSD5.58%103/1243.40-2.58%23/03/2129.3347.97%42.132.92%
Silicon Laboratories IncUSD4.68%103/12193.14-2.24%09/03/21141.4836.51%157.5818.41%
SiTime CorporationUSD5.83%103/12279.03-4.34%11/08/21205.2835.93%229.0417.91%
Advanced Micro Devices IncUSD5.40%103/12144.01-4.43%15/10/21112.5128.00%121.4315.68%
STMicroelectronics N.VEUR3.86%103/1241.87-0.14%30/07/2134.8920.02%35.0116.38%
Teradyne IncUSD5.00%1203/12150.56-0.25%29/10/21135.1211.43%122.1518.87%
Ultra Clean Holdings IncUSD3.81%203/1253.44-3.28%02/11/2153.52-0.15%49.257.85%
Universal Display CorporationUSD3.41%603/12144.53-0.97%20/10/21182.51-20.81%139.243.66%

Signals history
DescriptionCurncyWeight %SignalTrade DatePriceProfit %
Amkor Technology IncUSD3.65%Sold01/12/2122.36-4.23%
Ultra Clean Holdings IncUSD4.07%Bought02/11/2153.52
Teradyne IncUSD4.94%Bought29/10/21135.12
Universal Display CorporationUSD5.02%Bought20/10/21182.51
Advanced Micro Devices IncUSD4.99%Bought15/10/21112.51
Ichor Holdings LtdUSD4.69%Sold05/10/2140.43-12.90%
Kulicke and Soffa Industries IncUSD4.62%Sold05/10/2155.45-1.88%
ASML Holding N.V.EUR5.31%Sold04/10/21628.87178.58%
Skyworks Solutions IncUSD3.52%Sold21/09/21171.0917.37%
Ichor Holdings LtdUSD5.00%Bought01/09/2146.42
MKS Instruments IncUSD3.87%Sold13/08/21146.47100.00%
SiTime CorporationUSD5.02%Bought11/08/21205.28
SiTime CorporationUSD8.31%Sold06/08/21184.0787.56%
Xilinx IncUSD4.96%Bought30/07/21145.14
STMicroelectronics N.VEUR3.97%Bought30/07/2134.89
Amkor Technology IncUSD4.90%Bought28/07/2123.35
Marvell Technology IncUSD4.99%Bought09/06/2150.45
Kulicke and Soffa Industries IncUSD4.99%Bought09/06/2156.52
SiTime CorporationUSD4.96%Bought28/05/2198.14
Qorvo IncUSD5.20%Sold13/05/21167.30121.97%
ASM Pacific Technology LimitedHKD5.04%Sold13/05/2197.78-13.81%
Kulicke and Soffa Industries IncUSD6.44%Sold13/05/2144.6735.04%
Ultra Clean Holdings IncUSD6.68%Sold05/05/2147.8572.18%
ASM Pacific Technology LimitedHKD5.06%Bought27/04/21113.45
Intel CorporationUSD2.98%Sold21/04/2161.5839.99%
NVIDIA CorporationUSD5.02%Bought13/04/21152.23
Camtek LtdUSD5.15%Bought23/03/2129.33
Camtek LtdUSD7.98%Sold09/03/2126.74241.94%
Silicon Laboratories IncUSD4.77%Bought09/03/21141.48
II-VI IncorporatedUSD5.16%Sold08/03/2174.7026.59%
Marvell Technology IncUSD3.80%Sold05/03/2140.4791.51%
ON Semiconductor CorporationUSD4.94%Bought05/03/2138.07
ASM Pacific Technology LimitedHKD4.69%Sold26/02/21108.900.36%
QUALCOMM IncorporatedUSD4.07%Sold26/02/21134.2820.74%
Silicon Laboratories IncUSD4.52%Sold26/02/21156.1893.27%
ASM Pacific Technology LimitedHKD4.79%Bought01/02/21108.51
Diodes IncorporatedUSD4.66%Sold28/01/2172.4423.39%
Kulicke and Soffa Industries IncUSD4.83%Bought07/01/2133.08
Kulicke and Soffa Industries IncUSD4.30%Sold22/12/2032.2366.02%
Ultra Clean Holdings IncUSD5.06%Bought18/11/2027.79
SiTime CorporationUSD5.88%Sold11/11/2091.1538.00%
II-VI IncorporatedUSD5.06%Bought09/11/2059.01
Diodes IncorporatedUSD4.96%Bought02/11/2058.71
Cree IncUSD5.82%Sold28/10/2066.4989.38%
Diodes IncorporatedUSD5.47%Sold22/10/2062.0181.37%
Skyworks Solutions IncUSD5.13%Bought02/10/20145.78
SiTime CorporationUSD5.00%Bought11/09/2066.05
Skyworks Solutions IncUSD6.39%Sold09/09/20133.0083.53%
Taiwan Semiconductor Manufacturing Company LimitedUSD5.07%Bought27/08/2080.52
Ichor Holdings LtdUSD4.65%Sold24/08/2026.98-4.50%
QUALCOMM IncorporatedUSD4.96%Bought24/08/20111.22
Universal Display CorporationUSD4.88%Sold05/08/20183.9045.04%
Taiwan Semiconductor Manufacturing Company LimitedUSD5.53%Sold28/07/2077.7462.16%
Ichor Holdings LtdUSD4.90%Bought20/07/2028.25
Monolithic Power Systems IncUSD5.51%Sold14/07/20239.7060.20%
Cadence Design Systems IncUSD4.81%Bought15/04/2074.91
SiTime CorporationUSD4.92%Sold08/04/2022.408.84%
SiTime CorporationUSD4.93%Bought02/04/2020.58
Marvell Technology IncUSD4.11%Bought02/04/2021.13
Universal Display CorporationUSD5.24%Bought01/04/20126.79
Cadence Design Systems IncUSD4.98%Sold30/03/2062.686.36%
Onto Innovation IncUSD5.29%Bought27/03/2029.13
Silicon Laboratories IncUSD4.76%Bought26/03/2080.81
Taiwan Semiconductor Manufacturing Company LimitedUSD4.95%Bought25/03/2047.94
ASML Holding N.V.EUR4.70%Bought24/03/20225.74
Cadence Design Systems IncUSD4.70%Bought24/03/2058.93
Analog Devices IncUSD4.70%Bought24/03/2086.99
Camtek LtdUSD4.70%Bought24/03/207.82
Nova Measuring Instruments LtdUSD4.70%Bought24/03/2029.99
Skyworks Solutions IncUSD5.08%Bought23/03/2072.47
Texas Instruments IncorporatedUSD5.08%Bought23/03/2093.06
Intel CorporationUSD5.08%Bought23/03/2043.99
Cree IncUSD5.08%Bought23/03/2035.11
Monolithic Power Systems IncUSD5.02%Bought20/03/20149.62
KLA CorporationUSD5.02%Bought20/03/20126.57
Qorvo IncUSD5.02%Bought20/03/2075.37
Diodes IncorporatedUSD5.02%Bought20/03/2034.19
MKS Instruments IncUSD5.02%Bought20/03/2073.23
Kulicke and Soffa Industries IncUSD5.00%Bought19/03/2019.42
Entegris IncUSD6.13%Sold11/03/2049.8487.85%
Monolithic Power Systems IncUSD4.91%Sold10/03/20152.18-15.08%
Analog Devices IncUSD4.12%Sold10/03/2097.0228.13%
Micron Technology IncUSD4.56%Sold10/03/2048.0811.41%
Nova Measuring Instruments LtdUSD4.97%Sold10/03/2034.7611.02%
Semiconductor Manufacturing International CorporationHKD6.81%Sold10/03/2014.00101.73%
Texas Instruments IncorporatedUSD3.79%Sold28/02/20104.63-5.30%
Advanced Energy Industries IncUSD4.30%Sold28/02/2056.93-9.66%
Teradyne IncUSD4.25%Sold28/02/2055.40-0.12%
Advanced Micro Devices IncUSD5.36%Sold28/02/2041.3642.60%
KLA CorporationUSD4.80%Sold26/02/20145.3922.96%
TE Connectivity LtdUSD3.63%Sold26/02/2084.42-6.53%
Ultra Clean Holdings IncUSD4.53%Sold26/02/2020.53-17.85%
Skyworks Solutions IncUSD5.38%Sold25/02/20109.4231.23%
NVIDIA CorporationUSD5.77%Sold25/02/2068.9080.44%
Ichor Holdings LtdUSD4.76%Sold25/02/2031.78-9.20%
Brooks Automation IncUSD2.98%Sold25/02/2036.79-11.94%
Kulicke and Soffa Industries IncUSD4.79%Sold03/02/2025.3032.08%
ASM Pacific Technology LimitedHKD4.37%Sold31/01/2099.775.86%
Diodes IncorporatedUSD4.99%Sold27/01/2054.7829.23%
Ultra Clean Holdings IncUSD4.97%Bought23/01/2024.99
Hua Hong Semiconductor LimitedHKD4.42%Sold22/01/2021.0056.37%
Monolithic Power Systems IncUSD4.98%Bought17/01/20179.20
Ichor Holdings LtdUSD4.98%Bought14/01/2035.00
Monolithic Power Systems IncUSD5.03%Sold06/01/20171.8639.91%
Ichor Holdings LtdUSD5.59%Sold02/01/2033.9036.86%
Advanced Energy Industries IncUSD4.99%Bought05/11/1963.01
Amkor Technology IncUSD7.10%Sold30/10/1914.7495.14%
Brooks Automation IncUSD3.86%Bought25/10/1941.78
Skyworks Solutions IncUSD4.91%Bought11/10/1983.38
ASM Pacific Technology LimitedHKD5.02%Bought20/09/1994.25
Nova Measuring Instruments LtdUSD4.96%Bought12/09/1931.31
Universal Display CorporationUSD4.28%Sold11/09/19190.39-8.12%
Ichor Holdings LtdUSD4.95%Bought11/09/1924.77
ASM Pacific Technology LimitedHKD5.50%Sold06/09/1993.4917.23%
Teradyne IncUSD4.99%Bought06/09/1955.47
Universal Display CorporationUSD4.88%Bought16/08/19207.21
ASM Pacific Technology LimitedHKD4.88%Bought08/08/1979.75
Texas Instruments IncorporatedUSD5.01%Bought07/08/19110.49
Brooks Automation IncUSD4.69%Sold05/08/1931.0321.28%
Maxim Integrated Products IncUSD4.59%Sold01/08/1956.91
Ichor Holdings LtdUSD5.29%Sold26/07/1925.8618.79%
Diodes IncorporatedUSD4.98%Bought26/07/1942.39
ASM Pacific Technology LimitedHKD5.61%Sold25/07/1989.8824.42%
Teradyne IncUSD6.22%Sold25/07/1956.5041.11%
KLA CorporationUSD4.96%Bought15/07/19118.25
Micron Technology IncUSD5.01%Bought11/07/1943.16
Maxim Integrated Products IncUSD4.91%Bought27/06/1956.91
ASM Pacific Technology LimitedHKD5.01%Bought24/06/1972.24
Ichor Holdings LtdUSD5.03%Bought17/06/1921.77
Monolithic Power Systems IncUSD4.96%Bought06/06/19122.83
Kulicke and Soffa Industries IncUSD4.92%Bought04/06/1919.16
Advanced Micro Devices IncUSD5.00%Bought29/05/1929.00
Broadcom IncUSD4.77%Sold21/05/19251.649.31%
ON Semiconductor CorporationUSD4.50%Sold20/05/1918.274.40%
Skyworks Solutions IncUSD4.68%Sold14/05/1974.67-8.97%
Camtek LtdUSD5.09%Sold14/05/199.1220.94%
Kulicke and Soffa Industries IncUSD3.86%Sold14/05/1919.26-8.39%
MKS Instruments IncUSD3.63%Sold14/05/1979.29-12.22%
Cree IncUSD6.86%Sold10/05/1962.6074.57%
Diodes IncorporatedUSD4.32%Sold09/05/1938.27-8.66%
KLA CorporationUSD5.07%Sold08/05/19110.9427.12%
Ichor Holdings LtdUSD4.98%Sold08/05/1922.6315.93%
Monolithic Power Systems IncUSD4.48%Sold06/05/19133.0719.61%
TE Connectivity LtdUSD4.64%Bought03/05/1990.32
TE Connectivity LtdUSD4.64%Sold25/04/1991.3228.01%
Skyworks Solutions IncUSD5.12%Bought22/03/1982.03
MKS Instruments IncUSD4.12%Bought22/03/1990.33
Lattice Semiconductor CorporationUSD7.41%Sold01/03/1911.9370.92%
Teradyne IncUSD4.93%Bought20/02/1940.04
Diodes IncorporatedUSD5.01%Bought19/02/1941.90
Ichor Holdings LtdUSD5.06%Bought28/01/1919.52
NVIDIA CorporationUSD4.89%Bought18/01/1938.19
Brooks Automation IncUSD4.96%Bought31/12/1825.59
Ichor Holdings LtdUSD4.85%Sold20/12/1815.67-7.11%
Broadcom IncUSD5.03%Bought13/12/18230.22
Lattice Semiconductor CorporationUSD5.10%Bought07/12/186.98
Ichor Holdings LtdUSD5.01%Bought27/11/1816.87
ON Semiconductor CorporationUSD5.08%Bought12/11/1817.50
Diodes IncorporatedUSD5.88%Sold08/11/1835.4424.96%
Semiconductor Manufacturing International CorporationHKD4.94%Bought07/11/186.94
KLA CorporationUSD5.00%Bought06/11/1887.27
Analog Devices IncUSD4.90%Bought30/10/1875.72
TE Connectivity LtdUSD4.90%Bought30/10/1871.33
Diodes IncorporatedUSD4.90%Bought30/10/1828.36
Lattice Semiconductor CorporationUSD4.43%Sold25/10/187.05-18.50%
Hua Hong Semiconductor LimitedHKD5.13%Bought24/10/1813.43
Advanced Micro Devices IncUSD9.64%Sold22/10/1824.4678.02%
Cree IncUSD4.98%Bought22/10/1835.86
Entegris IncUSD5.09%Bought19/10/1826.53
Camtek LtdUSD5.02%Bought17/10/187.54
Kulicke and Soffa Industries IncUSD5.02%Bought17/10/1821.03
Monolithic Power Systems IncUSD4.95%Bought16/10/18111.25
Texas Instruments IncorporatedUSD4.52%Sold11/10/1891.99-8.39%
NVIDIA CorporationUSD6.14%Sold09/10/1865.7556.28%
Monolithic Power Systems IncUSD4.58%Sold08/10/18114.94-4.27%
Qorvo IncUSD5.04%Sold08/10/1872.49-3.83%
II-VI IncorporatedUSD4.27%Sold08/10/1839.64-20.40%
Kulicke and Soffa Industries IncUSD3.61%Sold05/10/1821.57-13.60%
Lattice Semiconductor CorporationUSD5.00%Bought03/10/188.65
Amkor Technology IncUSD5.04%Bought26/09/187.55
Onto Innovation IncUSD4.72%Sold19/09/1835.934.66%
Qorvo IncUSD5.02%Bought17/09/1875.38
Ichor Holdings LtdUSD4.54%Sold13/09/1821.97-9.29%
Marvell Technology IncUSD3.57%Sold11/09/1818.18-14.72%
ASML Holding N.V.EUR3.32%Sold07/09/18154.05112.96%
KLA CorporationUSD4.56%Sold07/09/18100.24-6.46%
Camtek LtdUSD6.30%Sold07/09/188.6936.57%
Lattice Semiconductor CorporationUSD6.16%Sold07/09/187.8820.86%
Brooks Automation IncUSD6.10%Sold29/08/1838.5027.73%
II-VI IncorporatedUSD5.00%Bought29/08/1849.80
Ichor Holdings LtdUSD4.95%Bought27/08/1824.22
Micron Technology IncUSD6.49%Sold16/08/1848.13118.40%
Cree IncUSD6.21%Sold16/08/1846.3741.54%
Microchip Technology IncorporatedUSD3.74%Sold13/08/1841.67126.72%
KLA CorporationUSD4.96%Bought13/08/18107.17
ON Semiconductor CorporationUSD4.38%Sold06/08/1821.54-3.28%
IPG Photonics CorporationUSD4.28%Sold01/08/18162.6967.72%
Ultra Clean Holdings IncUSD3.36%Sold26/07/1814.61-22.16%
Broadcom IncUSD4.06%Sold13/07/18187.87-7.44%
TE Connectivity LtdUSD4.32%Sold29/06/1883.78-12.24%
Lattice Semiconductor CorporationUSD5.01%Bought15/06/186.52
MKS Instruments IncUSD5.28%Sold12/06/1898.33210.38%
Advanced Micro Devices IncUSD5.05%Bought31/05/1813.74
Brooks Automation IncUSD4.96%Bought25/05/1830.15
Diodes IncorporatedUSD5.41%Sold10/05/1833.6016.79%
Onto Innovation IncUSD4.92%Bought04/05/1834.33
Cadence Design Systems IncUSD5.60%Sold25/04/1839.968.85%
Taiwan Semiconductor Manufacturing Company LimitedUSD3.44%Sold23/04/1834.5981.75%
Cadence Design Systems IncUSD5.10%Bought06/04/1836.71
ASM Pacific Technology LimitedHKD5.03%Sold26/03/1899.316.35%
Teradyne IncUSD4.94%Sold23/03/1846.6834.14%
Kulicke and Soffa Industries IncUSD4.20%Bought22/03/1824.96
QUALCOMM IncorporatedUSD4.09%Sold14/03/1853.66-11.83%
Ultra Clean Holdings IncUSD4.50%Bought23/02/1818.77
TE Connectivity LtdUSD5.03%Bought21/02/1895.47
ASM Pacific Technology LimitedHKD4.89%Bought14/02/1893.38
Diodes IncorporatedUSD4.99%Bought13/02/1828.77
Analog Devices IncUSD2.97%Sold09/02/1877.6657.57%
Broadcom IncUSD4.94%Bought09/02/18202.97
ON Semiconductor CorporationUSD5.16%Bought08/02/1822.27
Hua Hong Semiconductor LimitedHKD4.98%Sold07/02/1813.694.26%
Applied Materials IncUSD5.58%Sold05/02/1847.32198.43%
Texas Instruments IncorporatedUSD4.97%Bought31/01/18100.42
Broadcom IncUSD4.05%Sold26/01/18217.475.51%
ON Semiconductor CorporationUSD5.90%Sold25/01/1824.9153.77%
Universal Display CorporationUSD5.99%Sold23/01/18197.8453.61%
QUALCOMM IncorporatedUSD4.90%Bought17/01/1860.85
Camtek LtdUSD5.07%Bought10/01/186.36
Marvell Technology IncUSD4.94%Bought07/12/1721.32
Monolithic Power Systems IncUSD4.98%Bought24/11/17120.07
Marvell Technology IncUSD3.99%Sold22/11/1722.94166.35%
Kulicke and Soffa Industries IncUSD5.84%Sold15/11/1726.6031.73%
Brooks Automation IncUSD4.53%Sold10/11/1727.746.30%
Diodes IncorporatedUSD5.08%Sold08/11/1733.5028.95%
Advanced Micro Devices IncUSD3.22%Sold31/10/1710.76-23.69%
Hua Hong Semiconductor LimitedHKD4.91%Bought31/10/1713.13
Ultra Clean Holdings IncUSD4.58%Sold27/10/1726.234.84%
Cree IncUSD5.02%Bought26/10/1732.76
Maxim Integrated Products IncUSD4.93%Sold23/10/1747.5511.81%
Kulicke and Soffa Industries IncUSD4.95%Bought29/09/1720.19
Ichor Holdings LtdUSD5.45%Sold22/09/1723.6218.10%
Brooks Automation IncUSD5.07%Bought08/09/1726.10
Universal Display CorporationUSD5.00%Bought06/09/17128.79
Maxim Integrated Products IncUSD5.07%Bought05/09/1742.53
NVIDIA CorporationUSD4.97%Bought01/09/1742.07
Universal Display CorporationUSD5.09%Sold31/08/17123.268.14%
Ichor Holdings LtdUSD5.00%Bought24/08/1720.00
Xilinx IncUSD3.22%Sold21/08/1757.7253.08%
NVIDIA CorporationUSD6.56%Sold14/08/1739.4973.63%
Lattice Semiconductor CorporationUSD3.48%Sold10/08/176.372.41%
ON Semiconductor CorporationUSD5.01%Bought08/08/1716.20
ASM Pacific Technology LimitedHKD4.66%Sold27/07/1796.25-5.98%
Ultra Clean Holdings IncUSD5.07%Bought27/07/1725.02
Amkor Technology IncUSD3.86%Sold30/06/179.758.75%
Brooks Automation IncUSD4.96%Sold30/06/1721.348.75%
Advanced Micro Devices IncUSD5.02%Bought22/06/1714.10
Broadcom IncUSD5.00%Bought16/06/17206.11
Maxim Integrated Products IncUSD4.48%Sold12/06/1741.995.15%
Advanced Energy Industries IncUSD5.65%Sold12/06/1779.0273.05%
ASM Pacific Technology LimitedHKD5.07%Bought12/06/17102.38
Camtek LtdUSD7.43%Sold08/06/176.18154.85%
Diodes IncorporatedUSD4.93%Bought22/05/1725.98
ASM Pacific Technology LimitedHKD5.43%Sold19/05/17102.0254.52%
Teradyne IncUSD4.97%Bought16/05/1734.80
Universal Display CorporationUSD4.98%Bought11/05/17113.98
Onto Innovation IncUSD4.30%Sold04/05/1727.4854.12%
Advanced Micro Devices IncUSD5.10%Sold03/05/1710.2939.05%
Brooks Automation IncUSD5.00%Bought09/02/1719.63
Maxim Integrated Products IncUSD5.02%Bought07/02/1739.93
Cadence Design Systems IncUSD4.21%Sold03/02/1729.0556.69%
Brooks Automation IncUSD6.15%Sold03/02/1718.95122.47%
Micron Technology IncUSD5.01%Bought03/01/1722.04
Micron Technology IncUSD6.05%Sold23/12/1623.0448.07%
NVIDIA CorporationUSD4.93%Bought17/11/1622.74
NVIDIA CorporationUSD9.44%Sold14/11/1621.70171.66%
ASM Pacific Technology LimitedHKD5.00%Bought03/11/1666.03
IPG Photonics CorporationUSD4.98%Bought31/10/1697.00
Advanced Micro Devices IncUSD5.02%Bought26/10/167.40
Intel CorporationUSD4.32%Sold24/10/1630.9531.06%
ASM Pacific Technology LimitedHKD5.46%Sold19/10/1663.3416.35%
Lattice Semiconductor CorporationUSD5.01%Bought12/10/166.22
Amkor Technology IncUSD5.03%Bought26/09/168.96
Advanced Energy Industries IncUSD5.01%Bought20/09/1645.66
Amkor Technology IncUSD6.95%Sold14/09/168.54100.94%
Advanced Micro Devices IncUSD6.79%Sold14/09/165.7566.67%
Advanced Energy Industries IncUSD5.70%Sold12/09/1644.0855.06%
Micron Technology IncUSD5.05%Bought16/08/1615.56
Universal Display CorporationUSD3.84%Sold15/08/1659.446.65%
ASM Pacific Technology LimitedHKD4.94%Bought05/08/1654.44
Entegris IncUSD5.53%Sold28/07/1616.2249.46%
Camtek LtdUSD4.93%Bought22/07/162.42
Infineon Technologies AGEUR4.48%Sold07/07/1611.446.65%
IPG Photonics CorporationUSD3.80%Sold27/06/1678.71-19.05%
Onto Innovation IncUSD5.04%Bought03/05/1617.83
II-VI IncorporatedUSD5.23%Sold27/04/1623.0818.18%
Advanced Micro Devices IncUSD4.94%Bought26/04/163.45
Maxim Integrated Products IncUSD5.04%Sold20/04/1631.1211.78%
Universal Display CorporationUSD4.39%Bought14/04/1655.73
IPG Photonics CorporationUSD4.95%Bought30/03/1697.23
NVIDIA CorporationUSD4.98%Bought02/03/167.99
Infineon Technologies AGEUR4.96%Bought19/02/1610.73
MKS Instruments IncUSD5.01%Bought18/02/1631.68
Taiwan Semiconductor Manufacturing Company LimitedUSD4.97%Bought04/02/1619.03
Maxim Integrated Products IncUSD4.97%Bought04/02/1627.84
Entegris IncUSD4.87%Bought29/01/1610.85
II-VI IncorporatedUSD5.00%Bought28/01/1619.53
Brooks Automation IncUSD5.04%Bought25/01/168.52
Applied Materials IncUSD4.96%Bought22/01/1615.86
Cadence Design Systems IncUSD4.97%Bought20/01/1618.54
Broadcom IncUSD4.70%Sold19/01/16103.39-2.46%
Universal Display CorporationUSD5.86%Sold19/01/1645.4719.17%
Infineon Technologies AGEUR5.71%Sold18/01/1610.5418.33%
Lattice Semiconductor CorporationUSD4.95%Sold14/01/164.77-7.20%
Taiwan Semiconductor Manufacturing Company LimitedUSD4.94%Sold11/01/1617.545.01%
II-VI IncorporatedUSD4.83%Sold11/01/1616.512.87%
MKS Instruments IncUSD4.75%Sold11/01/1631.901.07%
Cadence Design Systems IncUSD4.43%Sold08/01/1619.85-4.61%
NVIDIA CorporationUSD6.81%Sold08/01/167.5057.30%
Applied Materials IncUSD3.81%Sold08/01/1615.90-8.06%
TE Connectivity LtdUSD4.66%Sold08/01/1652.470.47%
Teradyne IncUSD5.03%Sold04/01/1619.5817.12%
Applied Materials IncUSD3.73%Bought01/12/1517.30
Lattice Semiconductor CorporationUSD5.05%Bought10/11/155.14
ON Semiconductor CorporationUSD5.00%Sold02/11/1510.978.19%
Entegris IncUSD3.93%Sold26/10/1512.42-12.79%
Advanced Energy Industries IncUSD5.01%Bought21/10/1528.43
Maxim Integrated Products IncUSD5.33%Sold15/10/1532.3814.13%
Marvell Technology IncUSD4.18%Bought06/10/158.61
II-VI IncorporatedUSD5.07%Bought01/10/1516.05
ASML Holding N.V.EUR4.85%Bought30/09/1572.34
ON Semiconductor CorporationUSD4.99%Bought10/09/1510.14
Universal Display CorporationUSD5.06%Bought09/09/1538.15
Infineon Technologies AGEUR5.11%Bought01/09/158.91
Microchip Technology IncorporatedUSD5.11%Bought01/09/1518.38
Teradyne IncUSD5.11%Bought01/09/1516.72
Intel CorporationUSD5.11%Bought01/09/1523.62
Broadcom IncUSD4.99%Bought31/08/15106.00
Taiwan Semiconductor Manufacturing Company LimitedUSD4.99%Bought31/08/1516.70
Analog Devices IncUSD4.99%Bought31/08/1549.29
TE Connectivity LtdUSD4.99%Bought31/08/1552.22
MKS Instruments IncUSD4.99%Bought31/08/1531.56
Monolithic Power Systems IncUSD4.76%Sold25/08/1544.32-12.64%
ASM Pacific Technology LimitedHKD4.19%Sold21/08/1553.01-18.69%
Amkor Technology IncUSD5.02%Bought19/08/154.25
Diodes IncorporatedUSD4.61%Sold10/08/1521.00-7.00%
Cadence Design Systems IncUSD4.97%Bought07/08/1520.81
II-VI IncorporatedUSD4.80%Sold06/08/1518.708.72%
Universal Display CorporationUSD4.93%Sold06/08/1545.81-6.95%
Maxim Integrated Products IncUSD4.96%Bought05/08/1528.37
Entegris IncUSD4.96%Bought05/08/1514.24
Entegris IncUSD5.48%Sold31/07/1514.4216.90%
Cadence Design Systems IncUSD5.32%Sold29/07/1520.8012.62%
Infineon Technologies AGEUR5.69%Sold28/07/159.4419.04%
Analog Devices IncUSD4.98%Sold28/07/1550.59-6.85%
NXP Semiconductors N.VUSD5.66%Sold28/07/1586.0218.49%
Taiwan Semiconductor Manufacturing Company LimitedUSD4.94%Sold27/07/1517.874.37%
Diodes IncorporatedUSD5.05%Bought24/07/1522.58
Microchip Technology IncorporatedUSD4.63%Sold23/07/1518.79-1.77%
Teradyne IncUSD4.92%Sold23/07/1517.84-8.09%
ASM Pacific Technology LimitedHKD5.00%Bought16/07/1565.20
Skyworks Solutions IncUSD6.34%Sold09/07/1589.0236.35%
ASML Holding N.V.EUR4.94%Sold09/07/1583.71-4.54%
Semiconductor Manufacturing International CorporationHKD4.35%Sold08/07/156.80-15.00%
TE Connectivity LtdUSD4.69%Sold07/07/1556.053.77%
Texas Instruments IncorporatedUSD4.43%Sold30/06/1543.84-0.50%
ASM Pacific Technology LimitedHKD4.61%Sold09/06/1566.65-6.04%
ASM Pacific Technology LimitedHKD4.94%Bought14/05/1570.93
Teradyne IncUSD5.00%Bought11/05/1519.41
Universal Display CorporationUSD5.00%Bought11/05/1549.23
ASML Holding N.V.EUR4.95%Bought07/05/1587.69
Teradyne IncUSD5.18%Sold04/05/1519.291.50%
ASM Pacific Technology LimitedHKD5.20%Sold29/04/1573.584.76%
ASML Holding N.V.EUR5.06%Sold23/04/1594.2515.54%
Semiconductor Manufacturing International CorporationHKD4.98%Bought21/04/158.00
Analog Devices IncUSD4.97%Bought15/04/1554.31
ASM Pacific Technology LimitedHKD4.97%Bought09/04/1570.24
Analog Devices IncUSD5.24%Sold31/03/1555.3918.06%
Maxim Integrated Products IncUSD4.91%Sold26/03/1528.037.95%
Applied Materials IncUSD4.22%Sold26/03/1520.20-7.41%
Teradyne IncUSD5.03%Bought23/03/1519.01
Monolithic Power Systems IncUSD4.99%Bought19/03/1550.73
Monolithic Power Systems IncUSD4.87%Sold06/03/1548.809.50%
ASM Pacific Technology LimitedHKD4.99%Sold06/03/1566.6012.18%
Lam Research CorporationUSD4.61%Sold04/03/1572.903.32%
Broadcom IncUSD5.84%Sold27/02/15107.1130.07%
II-VI IncorporatedUSD4.65%Bought02/02/1517.20
KLA CorporationUSD4.56%Sold26/01/1554.78-5.37%
Skyworks Solutions IncUSD5.00%Bought06/01/1565.29
Broadcom IncUSD5.00%Bought06/01/1582.35
Taiwan Semiconductor Manufacturing Company LimitedUSD5.00%Bought06/01/1517.12
Texas Instruments IncorporatedUSD5.00%Bought06/01/1544.06
Lam Research CorporationUSD5.00%Bought06/01/1570.56
ASML Holding N.V.EUR5.00%Bought06/01/1581.57
Maxim Integrated Products IncUSD5.00%Bought06/01/1525.96
Monolithic Power Systems IncUSD5.00%Bought06/01/1544.57
Infineon Technologies AGEUR5.00%Bought06/01/157.93
Cadence Design Systems IncUSD5.00%Bought06/01/1518.47
Analog Devices IncUSD5.00%Bought06/01/1546.91
NVIDIA CorporationUSD5.00%Bought06/01/154.77
Applied Materials IncUSD5.00%Bought06/01/1521.82
KLA CorporationUSD5.00%Bought06/01/1557.89
NXP Semiconductors N.VUSD5.00%Bought06/01/1572.60
Microchip Technology IncorporatedUSD5.00%Bought06/01/1519.13
TE Connectivity LtdUSD5.00%Bought06/01/1554.01
Xilinx IncUSD5.00%Bought06/01/1537.70
ASM Pacific Technology LimitedHKD5.00%Bought06/01/1559.37
Entegris IncUSD5.00%Bought06/01/1512.33