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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Funds holding	Growth	Growth %	Fund value
76	76 Adeia ADEA $2.35B	207	+4	+2%	$1.49B
77	77 Silicon Motion SIMO $7.23B	202	0	0%	$1.47B
78	78 Cohu COHU $2.52B	199	-11	-5%	$1.19B
79	79 Vicor VICR $9.67B	199	+20	+11%	$947M
80	80 Ichor Holdings ICHR $1.72B	196	-2	-1%	$1.03B
81	81 Camtek CAMT $5.95B	192	-31	-14%	$1.92B
82	82 indie Semiconductor INDI $459M	191	+16	+9%	$765M
83	83 ACM Research ACMR $3.88B	183	-2	-1%	$539M
84	84 PDF Solutions PDFS $1.69B	178	+2	+1%	$766M
85	85 Alpha and Omega Semiconductor AOSL $690M	177	+4	+2%	$760M
86	86 DELISTED Infinera Corporation Common Stock INFN	176	+11	+7%	$1.41B
87	87 CEVA Inc CEVA $807M	167	+7	+4%	$649M
88	88 Adtran ADTN $526M	159	+7	+5%	$514M
89	89 Navitas Semiconductor NVTS $2.33B	159	+25	+19%	$276M
90	90 Applied Optoelectronics AAOI $6.87B	156	+16	+11%	$1.13B
91	91 DELISTED SkyWater Technology SKYT	141	+16	+13%	$184M
92	92 Aehr Test Systems AEHR $2.22B	133	+7	+6%	$348M
93	93 Himax Technologies HIMX $2.08B	133	+5	+4%	$268M
94	94 Invesco Semiconductors ETF PSI $2.61B	132	0	0%	$219M
95	95 Quantum Computing Inc QUBT $1.52B	126	+92	+271%	$361M
96	96 Lightwave Logic LWLG $649M	123	+2	+2%	$71.2M
97	97 Bitdeer Technologies BTDR $2.25B	121	+36	+42%	$650M
98	98 First Trust Nasdaq Semiconductor ETF FTXL $1.23B	121	-9	-7%	$337M
99	99 NVE Corp NVEC $498M	111	0	0%	$265M
100	100 Arteris AIP $947M	104	+21	+25%	$178M