Electronics and Semiconductors sector: performance, industries and movers

Updated 16 September 2026, 08:02 ET

The Electronics and Semiconductors sector covers 226 companies in FundSpec's universe. Its average member is unchanged over one day, down 4.9% over 30 days and up 122.5% over one year. Figures as of the close on 15 September 2026.

Performance by horizon

1 day-0.03%
5 days-5.74%
30 days-4.87%
180 days+26.12%
1 year+122.55%

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:

IndustryMembers30 days
Radio & Tv Broadcasting & Communications Equipment16 companies+9.00%
Communications Equipment, NEC10 companies-3.29%
Electronics and Semiconductors65 companies-3.73%
Semiconductors & Related Devices75 companies-5.22%
Miscellaneous Electrical Machinery, Equipment & Supplies29 companies-12.76%
Printed Circuit Boards12 companies-13.84%
Electronic Components, NEC11 companies-14.03%
Telephone & Telegraph Apparatus8 companies-21.31%

Movers, 30 days

Strongest over 30 days

TickerCompanyIndustry30 days
OESXOrion Energy Systems, Inc.Electronics and Semiconductors+158.75%
CHPTChargePoint Holdings, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+50.26%
VREXVarex Imaging CorpElectronic Components, NEC+49.31%
SWKSSkyworks Solutions, Inc.Semiconductors & Related Devices+34.75%
HBBHamilton Beach Brands Holding CoElectronics and Semiconductors+31.55%
NEOVNeoVolta Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+30.43%
NRGVEnergy Vault Holdings, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+26.07%
QRVOQorvo, Inc.Semiconductors & Related Devices+24.22%
SMTCSemtech CorpSemiconductors & Related Devices+16.84%
SKYXSKYX Platforms Corp.Electronics and Semiconductors+15.79%

Weakest over 30 days

TickerCompanyIndustry30 days
LASRNlight, Inc.Semiconductors & Related Devices-50.87%
FLNCFluence Energy, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies-40.65%
VPGVishay Precision Group, Inc.Electronics and Semiconductors-40.02%
AMPGAmpliTech Group, Inc.Communications Equipment, NEC-39.78%
CRDOCredo Technology Group Holding LtdSemiconductors & Related Devices-36.79%
AIPArteris, Inc.Semiconductors & Related Devices-36.40%
JKSJinkoSolar Holding Co., Ltd.Electronics and Semiconductors-32.98%
MVSTMicrovast Holdings, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies-32.71%
ENVXEnovix CorpMiscellaneous Electrical Machinery, Equipment & Supplies-32.27%
FCELFuelcell Energy IncElectronics and Semiconductors-32.22%

Movers, 1 day

Strongest over 1 day

TickerCompanyIndustry1 day
SWKSSkyworks Solutions, Inc.Semiconductors & Related Devices+13.55%
QRVOQorvo, Inc.Semiconductors & Related Devices+9.34%
MRCYMercury Systems IncElectronics and Semiconductors+7.38%
EAFGraftech International LtdElectronics and Semiconductors+7.06%
EOSEEos Energy Enterprises, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+6.54%
OESXOrion Energy Systems, Inc.Electronics and Semiconductors+6.41%
CRUSCirrus Logic, Inc.Semiconductors & Related Devices+5.05%
CIENCiena CorpTelephone & Telegraph Apparatus+4.60%
SATLSatellogic Inc.Radio & Tv Broadcasting & Communications Equipment+4.54%
QCOMQualcomm Inc/DeRadio & Tv Broadcasting & Communications Equipment+4.25%

Weakest over 1 day

TickerCompanyIndustry1 day
SKYXSKYX Platforms Corp.Electronics and Semiconductors-10.81%
NEOVNeoVolta Inc.Miscellaneous Electrical Machinery, Equipment & Supplies-7.56%
JKSJinkoSolar Holding Co., Ltd.Electronics and Semiconductors-5.64%
CSIQCanadian Solar Inc.Semiconductors & Related Devices-5.48%
KULRKULR Technology Group, Inc.Electronics and Semiconductors-3.36%
GEGeneral Electric CoElectronics and Semiconductors-3.31%
MEIMethode Electronics IncElectronics and Semiconductors-3.30%
AKTSAktis Oncology, Inc.Electronics and Semiconductors-3.28%
AYIAcuity Inc. (De)Electronics and Semiconductors-2.98%
POETPoet Technologies Inc.Semiconductors & Related Devices-2.96%

Covered companies

Members with a FundSpec stock page, by market capitalization:

TickerCompanyLast closeDay30 days
NVDANvidia Corp.$212.17+0.57%+0.11%
TSMTaiwan Semiconductor Manufacturing Co. Ltd.$413.75-1.02%-0.82%
AVGOBroadcom Inc.$339.27-1.58%-18.87%
MUMicron Technology Inc.$927.60+0.39%+3.91%
AMDAdvanced Micro Devices Inc.$504.20+2.19%-2.77%
INTCIntel Corp.$97.14-0.05%-3.69%
AMATApplied Materials Inc. /De$421.17-0.72%-22.95%
GEGeneral Electric Co.$307.05-3.31%-18.61%
TXNTexas Instruments Inc.$263.43+0.00%-7.12%
APHAmphenol Corp. /De/$77.65-1.15%-9.36%
MRVLMarvell Technology, Inc.$221.70+1.32%+1.42%
QCOMQualcomm Inc/De$187.80+4.25%+15.45%
ADIAnalog Devices Inc.$361.35+0.09%-4.98%
SONYSony Group Corp$23.92-2.25%+7.02%
ASXASE Technology Holding Co., Ltd.$37.12+0.11%-4.08%
VRTVertiv Holdings Co$234.61-1.17%-13.08%
LITELumentum Holdings Inc.$838.96+0.47%-1.24%
EMREmerson Electric Co.$147.00-0.88%-7.45%
MSIMotorola Solutions, Inc.$469.14-1.05%+5.94%
BEBloom Energy Corp$259.35+0.89%+13.70%
NOKNokia Corp.$9.84+1.97%-0.81%
NXPINXP Semiconductors N.V.$226.35+0.95%-4.73%
MPWRMonolithic Power Systems, Inc.$1,142.46-0.07%-14.42%
UMCUnited Microelectronics Corp.$21.61-1.32%+4.75%
CIENCiena Corp.$334.33+4.60%-18.68%
STMSTMicroelectronics N.V.$47.92+0.29%-11.62%
FLEXFlex Ltd.$108.00-0.30%-14.77%
CLSCelestica Inc.$316.81+0.23%-14.64%
MCHPMicrochip Technology Inc.$71.49+0.01%-11.38%
ERICEricsson Lm Telephone Co.$10.04-0.10%-2.24%
UIUbiquiti Inc.$562.75+1.78%+0.49%
JBLJabil Inc.$296.05-0.89%-12.93%
CRDOCredo Technology Group Holding Ltd$150.39+0.20%-36.79%
ONOn Semiconductor Corp.$73.20+2.16%-9.38%