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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 ACM Research ACMR $4.05B	28	-3	-10%	$16.9M
102	102 Aehr Test Systems AEHR $2.26B	25	0	0%	$8.13M
103	103 ChipMOS TECHNOLOGIES IMOS $2.26B	25	-1	-4%	$37.5M
104	104 CVD Equipment Corp CVV $27.9M	23	-5	-18%	$4.04M
105	105 Sequans Communications SA SQNS $38M	22	-5	-19%	$32.6M
106	106 Atomera ATOM $130M	19	-1	-5%	$10.3M
107	107 Peraso PRSO $5.75M	19	+3	+19%	$987K
108	OIIM 108 DELISTED 02Micro International OIIM	18	+5	+38%	$15.9M
109	109 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	17	-1	-6%	$6.05M
110	110 Ideal Power IPWR $52.8M	17	+1	+6%	$336K
111	111 Trio-Tech International Common Stock TRT $53.7M	15	-2	-12%	$2.25M
112	112 AGM Group Holdings AGMH $1.9M	10	+5	+100%	$2.47M
113	113 CPS Technologies CPSH $69.6M	8	-1	-11%	$184K
114	114 SemiLEDS LEDS $16.5M	7	-1	-13%	$173K
115	115 Fabric.AI Inc FABC $15.4M	4	-2	-33%	$31K
116	116 Arteris AIP $979M	–	–	–	–
117	117 Astera Labs ALAB $52.4B	–	–	–	–
118	118 Allegro MicroSystems ALGM $6.03B	–	–	–	–
119	119 Aeluma Inc ALMU $171M	–	–	–	–
120	120 Ambiq Micro AMBQ $1.26B	–	–	–	–
121	121 AmpliTech AMPG $77.1M	–	–	–	–
122	122 Arbe Robotics ARBE $62.4M	–	–	–	–
123	123 Arm ARM $261B	–	–	–	–
124	124 DELISTED Atotech Limited ATC	–	–	–	–
125	125 Bgin Blockchain BGIN $222M	–	–	–	–