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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	RESN 101 DELISTED Resonant Inc. RESN	27	+11	+69%	$11.7M
102	102 Everspin Technologies MRAM $333M	25	-2	-7%	$15.1M
103	103 Aehr Test Systems AEHR $2.33B	24	+2	+9%	$14.7M
104	104 Ideal Power IPWR $51.9M	19	-2	-10%	$2.48M
105	OIIM 105 DELISTED 02Micro International OIIM	18	+3	+20%	$18.1M
106	106 Trio-Tech International Common Stock TRT $53.2M	18	+2	+13%	$6.75M
107	107 Atomera ATOM $136M	11	-2	-15%	$9.11M
108	108 Peraso PRSO $5.46M	11	-1	-8%	$816K
109	109 ACM Research ACMR $4.26B	10	+10	–	$4.57M
110	110 First Trust Nasdaq Semiconductor ETF FTXL $1.26B	10	-2	-17%	$14.9M
111	111 CPS Technologies CPSH $68.2M	8	+4	+100%	$143K
112	112 Fabric.AI Inc FABC $14.8M	5	0	0%	$473K
113	113 SemiLEDS LEDS $17M	3	-2	-40%	$79K
114	114 AGM Group Holdings AGMH $1.81M	–	–	–	–
115	115 Arteris AIP $967M	–	–	–	–
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	–	–	–	–