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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 ChipMOS TECHNOLOGIES IMOS $2.17B	30	+5	+20%	$38.4M
102	102 ACM Research ACMR $3.84B	29	+1	+4%	$22.6M
103	103 Aehr Test Systems AEHR $2.11B	24	-1	-4%	$8.53M
104	104 CVD Equipment Corp CVV $26.9M	22	-1	-4%	$4.16M
105	105 Sequans Communications SA SQNS $37.5M	20	-2	-9%	$45.2M
106	OIIM 106 DELISTED 02Micro International OIIM	18	0	0%	$18M
107	107 Atomera ATOM $123M	17	-2	-11%	$9M
108	108 Peraso PRSO $5.75M	16	-3	-16%	$962K
109	109 First Trust Nasdaq Semiconductor ETF FTXL $1.22B	15	-2	-12%	$10.5M
110	110 Trio-Tech International Common Stock TRT $52.4M	14	-1	-7%	$2.98M
111	111 Ideal Power IPWR $51.9M	12	-5	-29%	$617K
112	112 CPS Technologies CPSH $70.2M	9	+1	+13%	$322K
113	113 SemiLEDS LEDS $15.8M	5	-2	-29%	$175K
114	114 AGM Group Holdings AGMH $1.95M	4	-6	-60%	$828K
115	115 Fabric.AI Inc FABC $15.7M	4	0	0%	$150K
116	116 Rocket One Inc RKTO $12.6M	4	+4	–	$87K
117	117 Arteris AIP $932M	–	–	–	–
118	118 Astera Labs ALAB $49.6B	–	–	–	–
119	119 Allegro MicroSystems ALGM $6B	–	–	–	–
120	120 Aeluma Inc ALMU $166M	–	–	–	–
121	121 Ambiq Micro AMBQ $1.23B	–	–	–	–
122	122 AmpliTech AMPG $75.3M	–	–	–	–
123	123 Arbe Robotics ARBE $61.1M	–	–	–	–
124	124 Arm ARM $250B	–	–	–	–
125	125 DELISTED Atotech Limited ATC	–	–	–	–