| REPORT DUE |
|
Symbol |
Company |
Estimate |
| Growth |
vs Industry
(4%) |
$MM |
$/Share |
PE |
|
INTC |
INTEL CORP |
( 13.95%) |
D 94 |
<100% |
$ 9,307,350 |
$ 1.85 |
12.9X |
|
TSM |
TAIWAN SEMICONDUCTOR MANUFACTURING CO |
10.09% |
C 61 |
>100% |
$ 5,934,564 |
$ 1.20 |
15.7X |
|
TXN |
TEXAS INSTRUMENTS INC |
14.63% |
B 52 |
>100% |
$ 2,138,983 |
$ 1.88 |
19.1X |
|
ASML |
ASML HOLDING NV |
( 15.92%) |
D 98 |
<100% |
$ 1,400,947 |
$ 3.01 |
27.0X |
|
A |
AGILENT TECHNOLOGIES INC |
( 5.44%) |
C 86 |
<100% |
$ 969,750 |
$ 2.78 |
16.4X |
|
BRCM |
BROADCOM CORPORATION |
0.00% |
C 75 |
( 100%) |
$ 886,095 |
$ 2.03 |
18.0X |
|
SNDK |
SANDISK CORP |
80.66% |
A 17 |
>100% |
$ 874,060 |
$ 3.83 |
15.1X |
|
AMAT |
APPLIED MATERIALS INC |
12.28% |
B 55 |
>100% |
$ 859,598 |
$ 0.64 |
22.7X |
|
NXPI |
NXP SEMICONDUCTORS NV |
45.26% |
B 29 |
>100% |
$ 687,934 |
$ 2.76 |
10.7X |
|
ADI |
ANALOG DEVICES INC |
1.44% |
C 73 |
( 68%) |
$ 615,829 |
$ 2.11 |
21.5X |
|
MXIM |
MAXIM INTEGRATED PRODUCTS INC |
8.38% |
C 63 |
88% |
$ 572,143 |
$ 1.81 |
16.6X |
|
KLAC |
KLA TENCOR CORP |
( 23.17%) |
D 107 |
<100% |
$ 559,237 |
$ 3.25 |
16.8X |
|
AVGO |
AVAGO TECHNOLOGIES LTD |
( 7.45%) |
D 90 |
<100% |
$ 556,696 |
$ 2.36 |
14.4X |
|
XLNX |
XILINX INC |
( 1.67%) |
C 80 |
<100% |
$ 490,042 |
$ 1.77 |
22.3X |
|
UMC |
UNITED MICROELECTRONICS CORP |
54.55% |
A 24 |
>100% |
$ 449,236 |
$ 0.17 |
12.7X |
|
JBL |
JABIL CIRCUIT INC |
( 1.51%) |
C 78 |
<100% |
$ 425,232 |
$ 1.96 |
9.8X |
|
ALTR |
ALTERA CORP |
( 16.37%) |
D 100 |
<100% |
$ 422,382 |
$ 1.43 |
23.0X |
|
NVDA |
NVIDIA CORP |
( 19.78%) |
D 103 |
<100% |
$ 405,077 |
$ 0.73 |
19.9X |
|
LLTC |
LINEAR TECHNOLOGY CORP |
( 0.57%) |
C 76 |
<100% |
$ 385,989 |
$ 1.73 |
21.4X |
|
ARMH |
ARM HOLDINGS PLC |
51.85% |
A 26 |
>100% |
$ 376,406 |
$ 0.82 |
55.0X |
|
ST |
SENSATA TECHNOLOGIES HOLDING NV |
9.14% |
C 62 |
>100% |
$ 367,993 |
$ 2.15 |
16.1X |
|
MRVL |
MARVELL TECHNOLOGY GROUP LTD |
( 17.46%) |
D 101 |
<100% |
$ 321,953 |
$ 0.52 |
21.8X |
|
SWKS |
SKYWORKS SOLUTIONS INC |
17.31% |
B 50 |
>100% |
$ 319,114 |
$ 1.83 |
12.4X |
|
LSI |
LSI CORPORATION |
( 21.31%) |
D 105 |
<100% |
$ 313,516 |
$ 0.48 |
15.0X |
|
ASX |
ADVANCED SEMICONDUCTOR ENGINEERING INC |
25.93% |
B 44 |
>100% |
$ 310,344 |
$ 0.34 |
12.4X |
|
IFNNY |
INFINEON TECHNOLOGIES AG |
( 37.78%) |
D 115 |
<100% |
$ 302,411 |
$ 0.28 |
28.9X |
|
MCHP |
MICROCHIP TECHNOLOGY INC |
( 0.63%) |
C 77 |
<100% |
$ 292,934 |
$ 1.59 |
22.8X |
|
LRCX |
LAM RESEARCH |
1.92% |
C 72 |
( 57%) |
$ 267,955 |
$ 2.12 |
22.0X |
|
ONNN |
ON SEMICONDUCTOR CORP |
25.53% |
B 45 |
>100% |
$ 250,869 |
$ 0.59 |
13.3X |
|
TER |
TERADYNE INC |
( 19.16%) |
D 102 |
<100% |
$ 236,083 |
$ 1.35 |
12.7X |
|
SPIL |
SILICONWARE PRECISION INDUSTRIES LTD |
35.48% |
B 34 |
>100% |
$ 195,300 |
$ 0.42 |
13.9X |
|
CRUS |
CIRRUS LOGIC |
2.47% |
C 71 |
( 45%) |
$ 189,263 |
$ 2.90 |
6.0X |
|
VSH |
VISHAY INTERTECHNOLOGY INC |
26.76% |
B 42 |
>100% |
$ 165,705 |
$ 0.90 |
15.8X |
|
IPGP |
IPG PHOTONICS CORPORATION |
10.32% |
C 60 |
>100% |
$ 140,644 |
$ 3.10 |
18.1X |
|
MSCC |
MICROSEMI CORP |
( 7.19%) |
D 89 |
<100% |
$ 128,768 |
$ 1.55 |
14.0X |
|
SMTC |
SEMTECH CORP |
40.74% |
B 31 |
>100% |
$ 116,043 |
$ 1.90 |
18.7X |
|
STM |
STMICROELECTRONICS |
136.36% |
A 11 |
>100% |
$ 108,944 |
$ 0.12 |
77.3X |
|
AMKR |
AMKOR TECHNOLOGY INC |
12.24% |
B 56 |
>100% |
$ 100,669 |
$ 0.55 |
8.4X |
|
SPRD |
SPREADTRUM COMMUNICATIONS INC |
26.82% |
B 41 |
>100% |
$ 100,443 |
$ 2.27 |
8.1X |
|
SANM |
SANMINA SCI CORP |
( 4.24%) |
C 83 |
<100% |
$ 100,044 |
$ 1.13 |
11.7X |
|
ATML |
ATMEL CORP |
11.11% |
B 57 |
>100% |
$ 90,162 |
$ 0.20 |
36.9X |
|
MX |
MAGNACHIP SEMICONDUCTOR CORP |
( 32.88%) |
D 113 |
<100% |
$ 89,804 |
$ 2.47 |
7.1X |
|
CREE |
CREE INC |
33.33% |
B 35 |
>100% |
$ 85,380 |
$ 0.96 |
61.5X |
|
FSL |
FREESCALE SEMICONDUCTOR LTD |
232.00% |
A 7 |
>100% |
$ 81,407 |
$ 0.33 |
48.6X |
|
BHE |
BENCHMARK ELECTRONICS INC |
( 6.61%) |
D 88 |
<100% |
$ 79,351 |
$ 1.13 |
16.9X |
|
HIMX |
HIMAX TECHNOLOGIES INC |
30.00% |
B 40 |
>100% |
$ 75,914 |
$ 0.39 |
17.9X |
|
HITT |
HITTITE MICROWAVE CORP |
5.02% |
C 67 |
13% |
$ 65,775 |
$ 2.30 |
23.8X |
|
ENTG |
ENTEGRIS INC |
3.64% |
C 68 |
( 18%) |
$ 64,684 |
$ 0.57 |
17.4X |
|
PMCS |
PMC SIERRA INC |
8.00% |
C 64 |
79% |
$ 60,137 |
$ 0.27 |
21.8X |
|
FCS |
FAIRCHILD SEMICONDUCTOR INTERNATIONAL IN |
( 16.36%) |
D 99 |
<100% |
$ 55,907 |
$ 0.46 |
30.3X |
|
KLIC |
KULICKE & SOFFA INDUSTRIES |
( 66.21%) |
F 122 |
<100% |
$ 52,117 |
$ 0.74 |
16.2X |
|
CYMI |
CYMER |
15.79% |
B 51 |
>100% |
$ 45,721 |
$ 1.54 |
73.6X |
|
INVN |
INVENSENSE INC |
n/a |
|
|
$ 45,214 |
$ 0.57 |
21.5X |
|
ATMI |
ATMI INC |
13.39% |
B 53 |
>100% |
$ 45,154 |
$ 1.44 |
16.2X |
|
DIOD |
DIODES INC |
92.86% |
A 14 |
>100% |
$ 44,713 |
$ 1.08 |
21.6X |
|
POWI |
POWER INTEGRATIONS INC |
19.85% |
B 48 |
>100% |
$ 43,909 |
$ 1.63 |
27.0X |
|
AEIS |
ADVANCED ENERGY INDUSTRIES INC |
73.33% |
A 19 |
>100% |
$ 43,610 |
$ 1.04 |
17.4X |
|
MKSI |
MKS INSTRUMENTS INC |
( 20.19%) |
D 104 |
<100% |
$ 40,905 |
$ 0.83 |
33.1X |
|
MTSI |
MA.COM INC |
( 5.56%) |
D 87 |
<100% |
$ 38,471 |
$ 0.85 |
16.3X |
|
ARX |
AEROFLEX HOLDING CORP |
7.14% |
C 66 |
60% |
$ 37,013 |
$ 0.45 |
16.5X |
|
SMI |
SEMICONDUCTOR MANUFACTURING INTERNATIONA |
900.00% |
A 3 |
>100% |
$ 36,576 |
$ 0.10 |
43.6X |
|
OVTI |
OMNIVISION TECHNOLOGIES INC |
( 2.74%) |
C 82 |
<100% |
$ 35,529 |
$ 0.71 |
20.3X |
|
RDA |
RDA MICROELECTRONICS INC |
11.02% |
C 58 |
>100% |
$ 35,250 |
$ 1.41 |
7.8X |
|
CODE |
SPANSION INC |
13.04% |
B 54 |
>100% |
$ 31,114 |
$ 0.52 |
24.9X |
|
SIMO |
SILICON MOTION TECHNOLOGY CORPORATION |
( 39.16%) |
F 117 |
<100% |
$ 28,899 |
$ 0.87 |
12.4X |
|
ORBK |
ORBOTECH LTD |
4,000.00% |
A 1 |
>100% |
$ 26,603 |
$ 0.78 |
14.9X |
|
UTEK |
ULTRATECH INC |
( 38.95%) |
F 116 |
<100% |
$ 24,786 |
$ 1.05 |
33.5X |
|
TTMI |
TTM TECHNOLOGIES INC |
( 26.32%) |
D 109 |
<100% |
$ 24,176 |
$ 0.56 |
14.5X |
|
MCRL |
MICREL INC |
20.00% |
B 47 |
>100% |
$ 23,537 |
$ 0.36 |
28.1X |
|
PKE |
PARK ELECTROCHEMICAL CORP |
10.42% |
C 59 |
>100% |
$ 21,314 |
$ 1.06 |
22.8X |
|
MPWR |
MONOLITHIC POWER SYSTEMS INC |
33.33% |
B 38 |
>100% |
$ 18,964 |
$ 0.56 |
43.1X |
|
ISSI |
INTEGRATED SILICON SOLUTIONS |
2.86% |
C 70 |
( 36%) |
$ 18,396 |
$ 0.72 |
14.4X |
|
LSCC |
LATTICE SEMICONDUCTOR CORP |
900.00% |
A 2 |
>100% |
$ 18,179 |
$ 0.16 |
31.0X |
|
SIMG |
SILICON IMAGE INC |
360.00% |
A 5 |
>100% |
$ 17,194 |
$ 0.23 |
26.3X |
|
PDFS |
PDF SOLUTIONS INC |
( 1.52%) |
C 79 |
<100% |
$ 17,072 |
$ 0.65 |
27.4X |
|
CY |
CYPRESS SEMICONDUCTOR CORP |
37.50% |
B 33 |
>100% |
$ 16,675 |
$ 0.11 |
>100X |
|
CAVM |
CAVIUM NETWORKS INC |
212.12% |
A 9 |
>100% |
$ 16,414 |
$ 0.37 |
86.1X |
|
AMBA |
AMBARELLA INC |
( 4.76%) |
C 84 |
<100% |
$ 15,546 |
$ 0.60 |
25.8X |
|
PLAB |
PHOTRONICS INC |
2.94% |
C 69 |
( 34%) |
$ 14,444 |
$ 0.35 |
21.2X |
|
RTEC |
RUDOLPH TECHNOLOGIES INC |
( 37.31%) |
D 114 |
<100% |
$ 12,949 |
$ 0.42 |
28.1X |
|
MLNX |
MELLANOX TECHNOLOGIES LTD |
( 86.50%) |
F 128 |
<100% |
$ 12,268 |
$ 0.37 |
>100X |
|
IXYS |
IXYS CORPORATION |
( 28.85%) |
D 111 |
<100% |
$ 11,370 |
$ 0.37 |
31.6X |
|
VLTR |
VOLTERRA SEMICONDUCTOR CORP |
( 48.84%) |
F 119 |
<100% |
$ 11,050 |
$ 0.44 |
31.6X |
|
CEVA |
CEVA INC |
( 24.14%) |
D 108 |
<100% |
$ 8,415 |
$ 0.44 |
36.8X |
|
PLXT |
PLX TECHNOLOGY INC |
231.58% |
A 8 |
>100% |
$ 8,401 |
$ 0.25 |
17.9X |
|
UCTT |
ULTRA CLEAN HOLDINGS INC |
( 13.95%) |
D 95 |
<100% |
$ 7,901 |
$ 0.37 |
16.1X |
|
CSCD |
CASCADE MICROTECH INC |
26.19% |
B 43 |
>100% |
$ 7,057 |
$ 0.53 |
12.3X |
|
NVMI |
NOVA MEASURING INSTRUMENTS LTD |
( 21.74%) |
D 106 |
<100% |
$ 6,976 |
$ 0.36 |
25.3X |
|
RELL |
RICHARDSON ELECTRONICS LTD |
( 5.00%) |
C 85 |
<100% |
$ 6,622 |
$ 0.38 |
31.1X |
|
BRKS |
BROOKS AUTOMATION INC |
( 72.22%) |
F 126 |
<100% |
$ 6,430 |
$ 0.10 |
>100X |
|
EMAN |
EMAGIN CORP |
333.33% |
A 6 |
>100% |
$ 6,120 |
$ 0.26 |
13.4X |
|
IEC |
IEC ELECTRONICS CORP |
( 14.29%) |
D 96 |
<100% |
$ 5,102 |
$ 0.60 |
6.0X |
|
PSMI |
PEREGRINE SEMICONDUCTOR CORPORATION |
( 13.64%) |
D 93 |
<100% |
$ 4,794 |
$ 0.19 |
54.5X |
|
VICR |
VICOR CORP |
400.00% |
A 4 |
>100% |
$ 3,775 |
$ 0.09 |
61.6X |
|
SUPX |
SUPERTEX INC. |
( 26.47%) |
D 110 |
<100% |
$ 3,222 |
$ 0.25 |
88.2X |
|
GIG |
GIGOPTIX INC |
200.00% |
A 10 |
>100% |
$ 3,179 |
$ 0.15 |
9.5X |
|
GSIT |
GSI TECHNOLOGY INC |
( 15.38%) |
D 97 |
<100% |
$ 3,029 |
$ 0.11 |
51.2X |
|
PSEM |
PERICOM SEMICONDUCTOR CORP |
( 31.25%) |
D 112 |
<100% |
$ 2,812 |
$ 0.11 |
63.6X |
|
AOSL |
ALPHA & OMEGA SEMICONDUCTOR LTD |
( 86.59%) |
F 129 |
<100% |
$ 2,430 |
$ 0.11 |
67.5X |
|
VIMC |
VIMICRO INTERNATIONAL CORPORATION |
33.33% |
B 37 |
>100% |
$ 1,412 |
$ 0.04 |
37.3X |
|
BTUI |
BTU INTERNATIONAL |
95.45% |
A 12 |
>100% |
$ -358 |
$ -0.04 |
( - ) |
|
DSPG |
DSP GROUP |
76.47% |
A 18 |
>100% |
$ -909 |
$ -0.04 |
( - ) |
|
TSRA |
TESSERA INC |
93.33% |
A 13 |
>100% |
$ -973 |
$ -0.02 |
( - ) |
|
ISIL |
INTERSIL CORP |
( 150.00%) |
F 134 |
<100% |
$ -1,230 |
$ -0.01 |
( - ) |
|
MXL |
MAX LINEAR INC |
81.25% |
A 16 |
>100% |
$ -1,438 |
$ -0.06 |
( - ) |
|
API |
ADVANCED PHOTONIX INC |
( 11.11%) |
D 91 |
<100% |
$ -2,412 |
$ -0.10 |
( - ) |
|
IMI |
INTERMOLECULAR INC |
( 600.00%) |
F 141 |
<100% |
$ -3,024 |
$ -0.07 |
( - ) |
|
LTXC |
LTX CREDENCE CORP |
68.00% |
A 20 |
>100% |
$ -3,371 |
$ -0.08 |
( - ) |
|
AXTI |
AXT INC |
( 240.00%) |
F 139 |
<100% |
$ -4,272 |
$ -0.14 |
( - ) |
|
NANO |
NANOMETRICS INC |
( 227.27%) |
F 138 |
<100% |
$ -5,231 |
$ -0.28 |
( - ) |
|
ENTR |
ENTROPIC COMMUNICATIONS INC |
( 138.10%) |
F 132 |
<100% |
$ -5,409 |
$ -0.08 |
( - ) |
|
QUIK |
QUICKLOGIC CORP |
33.33% |
B 36 |
>100% |
$ -5,649 |
$ -0.20 |
( - ) |
|
MSPD |
MINDSPEED TECHNOLOGIES INC |
53.85% |
A 25 |
>100% |
$ -5,710 |
$ -0.24 |
( - ) |
|
NPTN |
NEOPHOTONICS CORP |
48.72% |
A 27 |
>100% |
$ -6,027 |
$ -0.20 |
( - ) |
|
MEMS |
MEMSIC INC |
( 2,700.00%) |
F 142 |
<100% |
$ -6,332 |
$ -0.28 |
( - ) |
|
VIAS |
VIASYSTEMS GROUP INC |
( 179.07%) |
F 136 |
<100% |
$ -6,800 |
$ -0.34 |
( - ) |
|
IPHI |
INPHI CORP INC |
( 131.25%) |
F 131 |
<100% |
$ -8,898 |
$ -0.37 |
( - ) |
|
MTSN |
MATTSON TECHNOLOGY INC |
38.71% |
B 32 |
>100% |
$ -9,445 |
$ -0.19 |
( - ) |
|
NLST |
NETLIST INC |
( 2.04%) |
C 81 |
<100% |
$ -9,772 |
$ -0.50 |
( - ) |
|
RBCN |
RUBICON TECHNOLOGY INC |
( 70.00%) |
F 124 |
<100% |
$ -9,812 |
$ -0.51 |
( - ) |
|
IDTI |
INTEGRATED DEVICE TECHNOLOGY INC |
( 141.18%) |
F 133 |
<100% |
$ -11,571 |
$ -0.07 |
( - ) |
|
ASYS |
AMTECH SYSTEMS INC |
7.69% |
C 65 |
73% |
$ -11,826 |
$ -1.32 |
( - ) |
|
ACLS |
AXCELIS TECHNOLOGIES INC |
45.45% |
A 28 |
>100% |
$ -12,063 |
$ -0.12 |
( - ) |
|
MOSY |
MOSYS INC |
n/a |
|
|
$ -13,783 |
$ -0.45 |
( - ) |
|
COHU |
COHU INC |
( 71.43%) |
F 125 |
<100% |
$ -14,006 |
$ -0.60 |
( - ) |
|
VTSS |
VITESSE SEMICONDUCTOR CORP |
( 175.00%) |
F 135 |
<100% |
$ -17,030 |
$ -0.66 |
( - ) |
|
FORM |
FORMFACTOR INC |
64.36% |
A 21 |
>100% |
$ -17,763 |
$ -0.36 |
( - ) |
|
MFLX |
MULTI FINELINE ELECTRONIX INC |
( 199.03%) |
F 137 |
<100% |
$ -24,701 |
$ -1.02 |
( - ) |
|
OIIM |
O2MICRO INTERNATIONAL LTD |
( 12.28%) |
D 92 |
<100% |
$ -25,141 |
$ -0.64 |
( - ) |
|
TSEM |
TOWER SEMICONDUCTOR |
( 119.75%) |
F 130 |
<100% |
$ -25,604 |
$ -0.16 |
( - ) |
|
LEDS |
SEMILEDS |
n/a |
|
|
$ -25,869 |
$ -0.98 |
( - ) |
|
SQNS |
SEQUANS COMMUNICATIONS SA |
18.75% |
B 49 |
>100% |
$ -27,053 |
$ -0.78 |
( - ) |
|
KOPN |
KOPIN CORP |
( 67.86%) |
F 123 |
<100% |
$ -31,708 |
$ -0.47 |
( - ) |
|
RMBS |
RAMBUS INC |
( 416.67%) |
F 140 |
<100% |
$ -32,385 |
$ -0.31 |
( - ) |
|
ANAD |
ANADIGICS INC |
41.67% |
B 30 |
>100% |
$ -35,372 |
$ -0.56 |
( - ) |
|
EMKR |
EMCORE CORP |
58.77% |
A 23 |
>100% |
$ -37,524 |
$ -0.47 |
( - ) |
|
TQNT |
TRIQUINT SEMICONDUCTOR INC |
( 50.00%) |
F 120 |
<100% |
$ -39,786 |
$ -0.27 |
( - ) |
|
AMCC |
APPLIED MICRO CIRCUITS CORP |
21.21% |
B 46 |
>100% |
$ -53,244 |
$ -0.78 |
( - ) |
|
IRF |
INTERNATIONAL RECTIFIER CORP |
0.97% |
C 74 |
( 78%) |
$ -73,603 |
$ -1.02 |
( - ) |
|
STEC |
STEC INC |
( 41.04%) |
F 118 |
<100% |
$ -89,741 |
$ -1.89 |
( - ) |
|
AUO |
AU OPTRONICS CORPORATION |
91.44% |
A 15 |
>100% |
$ -93,289 |
$ -0.16 |
( - ) |
|
AIXG |
AIXTRON AKTIENGESELLSCHAFT |
32.79% |
B 39 |
>100% |
$ -125,429 |
$ -1.23 |
( - ) |
|
AMD |
ADVANCED MICRO DEVICES INC |
( 62.50%) |
F 121 |
<100% |
$ -174,278 |
$ -0.26 |
( - ) |
|
MU |
MICRON TECHNOLOGY INC |
62.04% |
A 22 |
>100% |
$ -348,771 |
$ -0.41 |
( - ) |
| 144 Estimate Totals: |
32,949,256 |
| 144 Companys have totals of: |
32,949,256 |
ETFs
