Electronics and Semiconductors sector: performance, industries and movers
Updated 4 November 2026, 06:50 ET
The Electronics and Semiconductors sector covers 223 companies in FundSpec's universe. Its average member is up 2.4% over one day, down 13.0% over 30 days and up 69.2% over one year. Figures as of the close on 3 November 2026.
Performance by horizon
1 day+2.36%
5 days-6.48%
30 days-12.95%
180 days+13.98%
1 year+69.23%
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 |
|---|---|---|
| Electronics and Semiconductors | 65 companies | -7.93% |
| Miscellaneous Electrical Machinery, Equipment & Supplies | 27 companies | -8.41% |
| Electronic Components, NEC | 11 companies | -9.64% |
| Radio & Tv Broadcasting & Communications Equipment | 16 companies | -10.64% |
| Semiconductors & Related Devices | 74 companies | -14.36% |
| Telephone & Telegraph Apparatus | 8 companies | -16.81% |
| Printed Circuit Boards | 12 companies | -22.17% |
| Communications Equipment, NEC | 10 companies | -26.18% |
Movers, 30 days
Strongest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| ULBI | Ultralife Corp | Miscellaneous Electrical Machinery, Equipment & Supplies | +174.21% |
| SES | SES AI Corp | Miscellaneous Electrical Machinery, Equipment & Supplies | +36.72% |
| ATER | Aterian, Inc. | Electronics and Semiconductors | +24.09% |
| SYNA | Synaptics Inc | Semiconductors & Related Devices | +20.25% |
| ARRY | Array Technologies, Inc. | Semiconductors & Related Devices | +17.17% |
| TXN | Texas Instruments Inc | Semiconductors & Related Devices | +15.14% |
| OLED | Universal Display Corp \Pa\ | Electronics and Semiconductors | +14.44% |
| OTIS | Otis Worldwide Corp | Electronics and Semiconductors | +12.84% |
| MEI | Methode Electronics Inc | Electronics and Semiconductors | +11.17% |
| ERIC | Ericsson LM Telephone Co | Electronics and Semiconductors | +10.90% |
Weakest over 30 days
| Ticker | Company | Industry | 30 days |
|---|---|---|---|
| EOSE | Eos Energy Enterprises, Inc. | Miscellaneous Electrical Machinery, Equipment & Supplies | -53.20% |
| INDI | indie Semiconductor, Inc. | Semiconductors & Related Devices | -53.12% |
| INTC | Intel Corp | Semiconductors & Related Devices | -51.11% |
| SKYX | SKYX Platforms Corp. | Electronics and Semiconductors | -43.91% |
| SATL | Satellogic Inc. | Radio & Tv Broadcasting & Communications Equipment | -42.68% |
| AAOI | Applied Optoelectronics, Inc. | Semiconductors & Related Devices | -40.21% |
| NEOV | NeoVolta Inc. | Miscellaneous Electrical Machinery, Equipment & Supplies | -38.10% |
| POET | POET Technologies Inc. | Semiconductors & Related Devices | -37.70% |
| UCTT | Ultra Clean Holdings, Inc. | Semiconductors & Related Devices | -37.27% |
| FCEL | FuelCell Energy Inc | Electronics and Semiconductors | -37.23% |
Movers, 1 day
Strongest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| ARRY | Array Technologies, Inc. | Semiconductors & Related Devices | +22.11% |
| FN | Fabrinet | Telephone & Telegraph Apparatus | +15.45% |
| SHLS | Shoals Technologies Group, Inc. | Semiconductors & Related Devices | +11.45% |
| LSCC | Lattice Semiconductor Corp | Semiconductors & Related Devices | +10.98% |
| FORM | FormFactor Inc | Semiconductors & Related Devices | +10.87% |
| AEIS | Advanced Energy Industries Inc | Electronic Components, NEC | +9.63% |
| CHPT | ChargePoint Holdings, Inc. | Miscellaneous Electrical Machinery, Equipment & Supplies | +9.21% |
| BE | Bloom Energy Corp | Electronics and Semiconductors | +9.05% |
| ENPH | Enphase Energy, Inc. | Semiconductors & Related Devices | +8.92% |
| SEDG | SolarEdge Technologies, Inc. | Semiconductors & Related Devices | +8.86% |
Weakest over 1 day
| Ticker | Company | Industry | 1 day |
|---|---|---|---|
| ADTN | ADTRAN Holdings, Inc. | Telephone & Telegraph Apparatus | -19.43% |
| ATOM | Atomera Inc | Semiconductors & Related Devices | -5.43% |
| WHR | Whirlpool Corp | Electronics and Semiconductors | -4.71% |
| SKYX | SKYX Platforms Corp. | Electronics and Semiconductors | -4.43% |
| IMOS | ChipMOS TECHNOLOGIES INC | Electronics and Semiconductors | -3.28% |
| AUDC | AudioCodes Ltd | Telephone & Telegraph Apparatus | -2.73% |
| COOK | Traeger, Inc. | Electronics and Semiconductors | -2.64% |
| AOS | Smith A O Corp | Electronics and Semiconductors | -2.42% |
| HELE | Helen of Troy Ltd | Electronics and Semiconductors | -2.31% |
| SPB | Spectrum Brands Holdings, Inc. | Miscellaneous Electrical Machinery, Equipment & Supplies | -2.24% |
Covered companies
Members with a FundSpec stock page, by market capitalization:
| Ticker | Company | Last close | Day | 30 days |
|---|---|---|---|---|
| NVDA | NVIDIA Corp. | $206.69 | +2.29% | -9.69% |
| TSM | Taiwan Semiconductor Manufacturing Co. Ltd. | $404.80 | +1.55% | -10.44% |
| AVGO | Broadcom Inc. | $332.13 | +3.07% | -8.89% |
| MU | Micron Technology Inc. | $855.10 | +2.58% | -21.99% |
| AMD | Advanced Micro Devices Inc. | $483.90 | +3.65% | -22.42% |
| GE | General Electric Co. | $320.67 | +1.55% | +0.45% |
| INTC | Intel Corp. | $60.55 | +0.97% | -51.11% |
| AMAT | Applied Materials Inc. | $381.92 | +1.97% | -19.16% |
| TXN | Texas Instruments Inc. | $312.49 | +3.47% | +15.14% |
| ADI | Analog Devices Inc. | $419.79 | +1.68% | +7.54% |
| APH | Amphenol Corp. | $84.19 | +5.45% | +1.63% |
| QCOM | QUALCOMM Inc. | $164.43 | +1.45% | -17.07% |
| MRVL | Marvell Technology, Inc. | $171.97 | +0.33% | -34.45% |
| SONY | Sony Group Corp. | $25.39 | -0.47% | +8.41% |
| EMR | Emerson Electric Co. | $166.39 | +0.26% | +7.91% |
| ASX | ASE Technology Holding Co. Ltd. | $39.05 | -0.31% | -13.61% |
| VRT | Vertiv Holdings Co. | $235.97 | +5.23% | -6.90% |
| MSI | Motorola Solutions, Inc. | $491.00 | +0.76% | +7.51% |
| NXPI | NXP Semiconductors N.V. | $262.79 | +2.16% | +10.62% |
| LITE | Lumentum Holdings Inc. | $680.16 | -0.62% | -28.08% |
| MPWR | Monolithic Power Systems, Inc. | $1,328.30 | +6.78% | -3.79% |
| BE | Bloom Energy Corp. | $214.01 | +9.05% | -22.61% |
| NOK | Nokia Corp. | $8.48 | +2.17% | -21.63% |
| STM | STMicroelectronics N.V. | $48.54 | +2.90% | -9.12% |
| MCHP | Microchip Technology Inc. | $77.90 | +2.35% | +2.74% |
| UMC | United Microelectronics Corp. | $16.40 | +0.06% | -36.36% |
| CIEN | Ciena Corp. | $300.08 | +5.54% | -18.58% |
| ERIC | Ericsson LM Telephone Co. | $10.89 | -1.71% | +10.90% |
| UI | Ubiquiti Inc. | $545.42 | +0.99% | -6.10% |
| CLS | Celestica Inc. | $259.94 | +4.30% | -27.00% |
| FLEX | Flex Ltd. | $88.10 | +4.63% | -23.02% |
| OTIS | Otis Worldwide Corp. | $76.82 | -1.98% | +12.84% |
| JBL | Jabil Inc. | $271.70 | +2.01% | -12.07% |
| ON | ON Semiconductor Corp. | $72.60 | +3.55% | -1.36% |
| HUBB | Hubbell Inc. | $449.27 | +3.58% | -2.08% |
| SWKS | Skyworks Solutions, Inc. | $85.40 | +0.27% | -5.07% |
| FSLR | First Solar, Inc. | $185.90 | +2.11% | -7.41% |
| GNRC | Generac Holdings Inc. | $209.28 | +3.58% | +1.51% |
| AOS | Smith A O Corp. | $63.84 | -2.42% | +9.77% |