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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 $39.8M	29	+2	+7%	$60.5M
102	102 ChipMOS TECHNOLOGIES IMOS $2.23B	28	-10	-26%	$46.5M
103	103 CVD Equipment Corp CVV $27.2M	27	0	0%	$9.22M
104	104 Aehr Test Systems AEHR $2.07B	22	-2	-8%	$11.2M
105	105 First Trust Nasdaq Semiconductor ETF FTXL $1.21B	21	+7	+50%	$18.8M
106	106 Atomera ATOM $132M	16	+1	+7%	$12M
107	107 Trio-Tech International Common Stock TRT $50.9M	16	+1	+7%	$3.93M
108	108 Peraso PRSO $5.74M	14	+2	+17%	$1.92M
109	OIIM 109 DELISTED 02Micro International OIIM	13	-2	-13%	$19.9M
110	110 Ideal Power IPWR $50.8M	11	-2	-15%	$1.54M
111	111 CPS Technologies CPSH $68.8M	9	-2	-18%	$205K
112	112 Fabric.AI Inc FABC $14.9M	4	+1	+33%	$96.3K
113	113 SemiLEDS LEDS $15.8M	4	-2	-33%	$143K
114	114 AGM Group Holdings AGMH $1.68M	3	+3	–	$665K
115	115 Arteris AIP $903M	–	–	–	–
116	116 Astera Labs ALAB $48.9B	–	–	–	–
117	117 Allegro MicroSystems ALGM $5.73B	–	–	–	–
118	118 Aeluma Inc ALMU $168M	–	–	–	–
119	119 Ambiq Micro AMBQ $1.19B	–	–	–	–
120	120 AmpliTech AMPG $75.9M	–	–	–	–
121	121 Arbe Robotics ARBE $61.6M	–	–	–	–
122	122 Arm ARM $248B	–	–	–	–
123	123 DELISTED Atotech Limited ATC	–	–	–	–
124	124 Bgin Blockchain BGIN $226M	–	–	–	–
125	125 Bitdeer Technologies BTDR $2.09B	–	–	–	–