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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 Sequans Communications SA SQNS $40.2M	17	0	0%	$37.9M
102	RESN 102 DELISTED Resonant Inc. RESN	15	-2	-12%	$1.79M
103	OIIM 103 DELISTED 02Micro International OIIM	13	+1	+8%	$18.4M
104	104 Everspin Technologies MRAM $333M	12	+12	–	$10.1M
105	105 Trio-Tech International Common Stock TRT $53.2M	12	-1	-8%	$2.02M
106	106 Aehr Test Systems AEHR $2.33B	11	0	0%	$4.23M
107	107 Atomera ATOM $136M	9	-2	-18%	$6.95M
108	108 CPS Technologies CPSH $68.2M	6	+2	+50%	$167K
109	109 First Trust Nasdaq Semiconductor ETF FTXL $1.26B	6	+6	–	$5.64M
110	110 Fabric.AI Inc FABC $14.8M	5	-1	-17%	$432K
111	111 SemiLEDS LEDS $17M	5	-1	-17%	$392K
112	112 ACM Research ACMR $4.26B	–	–	–	–
113	113 AGM Group Holdings AGMH $1.81M	–	–	–	–
114	114 Arteris AIP $967M	–	–	–	–
115	115 DELISTED Akoustis Technologies Inc AKTS	–	–	–	–
116	116 Astera Labs ALAB $52.1B	–	–	–	–
117	117 Allegro MicroSystems ALGM $6.01B	–	–	–	–
118	118 Aeluma Inc ALMU $176M	–	–	–	–
119	119 Ambiq Micro AMBQ $1.25B	–	–	–	–
120	120 AmpliTech AMPG $78.6M	–	–	–	–
121	121 Arbe Robotics ARBE $64.1M	–	–	–	–
122	122 Arm ARM $254B	–	–	–	–
123	123 DELISTED Atotech Limited ATC	–	–	–	–
124	124 Bgin Blockchain BGIN $230M	–	–	–	–
125	125 Bitdeer Technologies BTDR $2.22B	–	–	–	–