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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 CVD Equipment Corp CVV $27.5M	27	-1	-4%	$12.6M
102	102 Sequans Communications SA SQNS $41.4M	27	-3	-10%	$47.1M
103	103 Aehr Test Systems AEHR $2.17B	24	0	0%	$11.2M
104	104 Atomera ATOM $128M	15	+4	+36%	$11.4M
105	OIIM 105 DELISTED 02Micro International OIIM	15	-3	-17%	$14.6M
106	106 Trio-Tech International Common Stock TRT $51.9M	15	-3	-17%	$5.06M
107	107 First Trust Nasdaq Semiconductor ETF FTXL $1.23B	14	+4	+40%	$17.7M
108	108 Ideal Power IPWR $51.8M	13	-6	-32%	$1.79M
109	109 ACM Research ACMR $3.93B	12	+2	+20%	$10.4M
110	110 Peraso PRSO $5.94M	12	+1	+9%	$855K
111	111 CPS Technologies CPSH $68.8M	11	+3	+38%	$221K
112	112 SemiLEDS LEDS $16.4M	6	+3	+100%	$106K
113	113 Fabric.AI Inc FABC $15.2M	3	-2	-40%	$164K
114	114 AGM Group Holdings AGMH $1.83M	–	–	–	–
115	115 Arteris AIP $942M	–	–	–	–
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	–	–	–	–