← All themes

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 Aehr Test Systems AEHR $2.17B	18	+7	+64%	$13.2M
102	102 Peraso PRSO $5.97M	17	-18	-51%	$4.8M
103	103 Ideal Power IPWR $51.9M	15	-5	-25%	$7.55M
104	OIIM 104 DELISTED 02Micro International OIIM	15	+2	+15%	$23.3M
105	RESN 105 DELISTED Resonant Inc. RESN	14	-1	-7%	$2.19M
106	106 DELISTED Akoustis Technologies Inc AKTS	13	+13	–	$9.42M
107	107 Trio-Tech International Common Stock TRT $51.9M	12	0	0%	$2.54M
108	108 First Trust Nasdaq Semiconductor ETF FTXL $1.23B	8	+2	+33%	$9.34M
109	109 Atomera ATOM $128M	7	-2	-22%	$8.15M
110	110 Fabric.AI Inc FABC $15.2M	6	+1	+20%	$535K
111	111 SemiLEDS LEDS $16.4M	6	+1	+20%	$297K
112	112 CPS Technologies CPSH $68.8M	5	-1	-17%	$63K
113	113 ACM Research ACMR $3.93B	–	–	–	–
114	114 AGM Group Holdings AGMH $1.83M	–	–	–	–
115	115 Arteris AIP $940M	–	–	–	–
116	116 Astera Labs ALAB $50.3B	–	–	–	–
117	117 Allegro MicroSystems ALGM $5.91B	–	–	–	–
118	118 Aeluma Inc ALMU $169M	–	–	–	–
119	119 Ambiq Micro AMBQ $1.24B	–	–	–	–
120	120 AmpliTech AMPG $76.5M	–	–	–	–
121	121 Arbe Robotics ARBE $62M	–	–	–	–
122	122 Arm ARM $255B	–	–	–	–
123	123 DELISTED Atotech Limited ATC	–	–	–	–
124	124 Bgin Blockchain BGIN $215M	–	–	–	–
125	125 Bitdeer Technologies BTDR $2.14B	–	–	–	–