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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 $27.2M	28	+1	+4%	$8.44M
102	102 Sequans Communications SA SQNS $40.2M	27	-2	-7%	$42.2M
103	103 ChipMOS TECHNOLOGIES IMOS $2.41B	26	-2	-7%	$46.6M
104	104 Aehr Test Systems AEHR $2.33B	25	+3	+14%	$12.4M
105	105 Atomera ATOM $136M	20	+4	+25%	$13.8M
106	106 First Trust Nasdaq Semiconductor ETF FTXL $1.26B	18	-3	-14%	$11.9M
107	107 Trio-Tech International Common Stock TRT $53.2M	17	+1	+6%	$4.03M
108	108 Ideal Power IPWR $51.9M	16	+5	+45%	$976K
109	109 Peraso PRSO $5.46M	16	+2	+14%	$740K
110	OIIM 110 DELISTED 02Micro International OIIM	13	0	0%	$25.2M
111	111 CPS Technologies CPSH $68.2M	9	0	0%	$144K
112	112 SemiLEDS LEDS $17M	8	+4	+100%	$105K
113	113 Fabric.AI Inc FABC $14.8M	6	+2	+50%	$70.1K
114	114 AGM Group Holdings AGMH $1.81M	5	+2	+67%	$1.61M
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	–	–	–	–