Electronics and Semiconductors sector: performance, industries and movers
Updated 30 October 2026, 21:45 ET
The Electronics and Semiconductors sector covers 222 companies in FundSpec's universe. Its average member is down 1.4% over one day, down 1.3% over 30 days and up 79.8% over one year. Figures as of the close on 29 October 2026.
Performance by horizon
1 day-1.43%
5 days+5.07%
30 days-1.33%
180 days+24.92%
1 year+79.82%
A sector move is the average percentage change of its member stocks over the horizon, so a few large moves in small companies can lift or sink it. Compare the 30-day and one-year columns to separate a rotation from a trend. Read the guide: Sector rotation and sector performance.
The interactive view with every horizon and industry is in Sector Performance.
Industries
Industries within the sector ranked by their 30-day move:
| Industry | Members | 30 days |
|---|---|---|
| Communications Equipment, NEC | 10 companies | +2.30% |
| Electronic Components, NEC | 11 companies | +0.53% |
| Electronics and Semiconductors | 65 companies | +0.29% |
| Radio & Tv Broadcasting & Communications Equipment | 16 companies | +0.15% |
| Telephone & Telegraph Apparatus | 8 companies | -0.59% |
| Semiconductors & Related Devices | 74 companies | -1.78% |
| Miscellaneous Electrical Machinery, Equipment & Supplies | 26 companies | -5.37% |
| Printed Circuit Boards | 12 companies | -11.96% |
Movers, 30 days
Strongest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| ULBI | Ultralife Corp | Miscellaneous Electrical Machinery, Equipment & Supplies | +179.93% |
| SES | SES AI Corp | Miscellaneous Electrical Machinery, Equipment & Supplies | +70.36% |
| EAF | GrafTech International Ltd | Electronics and Semiconductors | +50.63% |
| SYNA | Synaptics Inc | Semiconductors & Related Devices | +29.40% |
| BYRN | Byrna Technologies Inc. | Miscellaneous Electrical Machinery, Equipment & Supplies | +25.93% |
| TXN | Texas Instruments Inc | Semiconductors & Related Devices | +21.23% |
| ADI | Analog Devices Inc | Semiconductors & Related Devices | +19.48% |
| ENVX | Enovix Corp | Miscellaneous Electrical Machinery, Equipment & Supplies | +19.39% |
| NXPI | NXP Semiconductors N.V. | Semiconductors & Related Devices | +16.69% |
| EMR | Emerson Electric Co | Electronics and Semiconductors | +15.83% |
Weakest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| EOSE | Eos Energy Enterprises, Inc. | Miscellaneous Electrical Machinery, Equipment & Supplies | -50.25% |
| INDI | indie Semiconductor, Inc. | Semiconductors & Related Devices | -43.13% |
| SKYX | SKYX Platforms Corp. | Electronics and Semiconductors | -38.41% |
| NEOV | NeoVolta Inc. | Miscellaneous Electrical Machinery, Equipment & Supplies | -34.10% |
| PLUG | Plug Power Inc | Electronics and Semiconductors | -33.02% |
| SATL | Satellogic Inc. | Radio & Tv Broadcasting & Communications Equipment | -32.12% |
| FCEL | FuelCell Energy Inc | Electronics and Semiconductors | -31.23% |
| ENPH | Enphase Energy, Inc. | Semiconductors & Related Devices | -28.21% |
| BLDP | Ballard Power Systems Inc. | Electronics and Semiconductors | -26.61% |
| AKTS | Aktis Oncology, Inc. | Electronics and Semiconductors | -26.29% |
Movers, 1 day
Strongest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| ATOM | Atomera Inc | Semiconductors & Related Devices | +9.97% |
| SES | SES AI Corp | Miscellaneous Electrical Machinery, Equipment & Supplies | +9.73% |
| WHR | Whirlpool Corp | Electronics and Semiconductors | +7.47% |
| COOK | Traeger, Inc. | Electronics and Semiconductors | +6.85% |
| CAMP | Camp4 Therapeutics Corp | Electronics and Semiconductors | +6.85% |
| NXPI | NXP Semiconductors N.V. | Semiconductors & Related Devices | +5.69% |
| LFUS | Littelfuse Inc | Electronics and Semiconductors | +4.37% |
| AOS | Smith A O Corp | Electronics and Semiconductors | +4.32% |
| CLFD | Clearfield, Inc. | Telephone & Telegraph Apparatus | +4.10% |
| MRCY | Mercury Systems Inc | Electronics and Semiconductors | +4.10% |
Weakest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| MRVL | Marvell Technology, Inc. | Semiconductors & Related Devices | -13.24% |
| FORM | FormFactor Inc | Semiconductors & Related Devices | -11.65% |
| PLXS | Plexus Corp | Printed Circuit Boards | -9.62% |
| ALGM | Allegro MicroSystems, Inc. | Semiconductors & Related Devices | -6.62% |
| WOLF | Wolfspeed, Inc. | Semiconductors & Related Devices | -6.34% |
| OLED | Universal Display Corp \Pa\ | Electronics and Semiconductors | -6.09% |
| CLS | Celestica Inc | Printed Circuit Boards | -5.69% |
| AXTI | AXT Inc | Semiconductors & Related Devices | -5.44% |
| FN | Fabrinet | Telephone & Telegraph Apparatus | -5.07% |
| MU | Micron Technology Inc | Semiconductors & Related Devices | -4.98% |
Covered companies
Members with a FundSpec stock page, by market capitalization:
| Ticker | Company | Last close | Day | 30 days |
|---|---|---|---|---|
| NVDA | NVIDIA Corp. | $204.64 | -4.22% | -2.59% |
| TSM | Taiwan Semiconductor Manufacturing Co. Ltd. | $406.13 | -5.95% | +0.36% |
| AVGO | Broadcom Inc. | $326.08 | -5.48% | -0.66% |
| MU | Micron Technology Inc. | $884.74 | -5.30% | -4.42% |
| AMD | Advanced Micro Devices Inc. | $504.80 | -10.88% | +3.91% |
| INTC | Intel Corp. | $65.76 | -28.58% | -15.38% |
| AMAT | Applied Materials Inc. | $390.09 | -7.49% | +1.02% |
| GE | General Electric Co. | $301.80 | -3.59% | -0.13% |
| TXN | Texas Instruments Inc. | $300.84 | -3.87% | +21.23% |
| ADI | Analog Devices Inc. | $417.11 | -3.73% | +19.48% |
| APH | Amphenol Corp. | $79.30 | -3.39% | +4.73% |
| QCOM | QUALCOMM Inc. | $164.79 | -11.12% | -1.75% |
| MRVL | Marvell Technology, Inc. | $196.40 | -10.05% | -9.31% |
| SONY | Sony Group Corp. | $25.30 | -0.67% | +6.88% |
| ASX | ASE Technology Holding Co. Ltd. | $39.50 | -11.34% | +11.40% |
| EMR | Emerson Electric Co. | $164.94 | -3.40% | +15.83% |
| VRT | Vertiv Holdings Co. | $232.50 | -5.46% | +1.83% |
| LITE | Lumentum Holdings Inc. | $840.70 | -8.57% | +2.90% |
| MSI | Motorola Solutions, Inc. | $491.53 | -0.11% | +7.05% |
| NXPI | NXP Semiconductors N.V. | $259.61 | -2.40% | +16.69% |
| BE | Bloom Energy Corp. | $203.17 | -8.61% | -20.82% |
| MPWR | Monolithic Power Systems, Inc. | $1,211.63 | +1.07% | +2.50% |
| NOK | Nokia Corp. | $8.56 | -8.06% | -12.17% |
| CIEN | Ciena Corp. | $320.72 | -8.22% | +1.51% |
| UMC | United Microelectronics Corp. | $16.68 | -7.54% | -26.28% |
| STM | STMicroelectronics N.V. | $46.74 | -6.50% | +2.84% |
| MCHP | Microchip Technology Inc. | $77.34 | -4.66% | +14.54% |
| UI | Ubiquiti Inc. | $563.81 | -7.07% | +1.72% |
| ERIC | Ericsson LM Telephone Co. | $11.18 | +0.36% | +8.26% |
| CLS | Celestica Inc. | $265.53 | -6.09% | -14.30% |
| FLEX | Flex Ltd. | $86.48 | -7.08% | -14.63% |
| CRDO | Credo Technology Group Holding Ltd. | $150.99 | -8.65% | -1.76% |
| JBL | Jabil Inc. | $272.72 | -5.23% | -2.76% |
| ON | ON Semiconductor Corp. | $71.67 | -4.74% | +10.16% |
| OTIS | Otis Worldwide Corp. | $75.75 | +1.53% | +8.60% |
| HUBB | Hubbell Inc. | $422.44 | -3.60% | -1.13% |
| SWKS | Skyworks Solutions, Inc. | $87.58 | -2.07% | -2.07% |
| FSLR | First Solar, Inc. | $174.40 | -1.41% | -12.07% |
| GNRC | Generac Holdings Inc. | $197.93 | -2.67% | -1.87% |
| AOS | Smith A O Corp. | $63.07 | -0.66% | +11.52% |