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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
101	101 Ambiq Micro AMBQ $1.25B	184	+87	+90%	$1.48B
102	102 Himax Technologies HIMX $2.09B	176	+16	+10%	$624M
103	103 Lightwave Logic LWLG $626M	170	+36	+27%	$544M
104	104 Invesco PHLX Semiconductor ETF SOXQ $2.92B	162	+47	+41%	$530M
105	105 POET Technologies POET $1.01B	154	+47	+44%	$349M
106	106 NVE Corp NVEC $504M	133	+10	+8%	$466M
107	107 Everspin Technologies MRAM $333M	123	+26	+27%	$308M
108	108 Atomera ATOM $136M	121	+13	+12%	$182M
109	109 Blaize Holdings BZAI $35.3M	121	+11	+10%	$51.7M
110	110 Amtech Systems ASYS $245M	111	+32	+41%	$242M
111	111 SEALSQ Corp LAES $414M	108	+23	+27%	$38.5M
112	112 Silvaco Group SVCO $222M	102	+18	+21%	$132M
113	113 Aeluma Inc ALMU $176M	97	+7	+8%	$120M
114	114 QuickLogic QUIK $174M	96	+13	+16%	$146M
115	115 ChipMOS TECHNOLOGIES IMOS $2.41B	91	+19	+26%	$177M
116	116 inTEST INTT $168M	90	+15	+20%	$146M
117	117 GSI Technology GSIT $163M	89	+19	+27%	$106M
118	118 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	79	+3	+4%	$2.08B
119	119 Canaan Creative CAN $189M	76	-6	-7%	$45.4M
120	120 Magnachip Semiconductor MX $199M	75	+4	+6%	$73.9M
121	121 AmpliTech AMPG $78.4M	64	+25	+64%	$45.9M
122	122 GCT Semiconductor Holding GCTS $163M	58	+22	+61%	$37.3M
123	123 Valens Semiconductor VLN $174M	54	+7	+15%	$141M
124	124 Strive US Semiconductor ETF SHOC $228M	51	+8	+19%	$36.8M
125	125 VanEck Fabless Semiconductor ETF SMHX $261M	50	+10	+25%	$79.8M