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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 Data I/O DAIO $28.6M	31	-11	-26%	$11.8M
102	102 ChipMOS TECHNOLOGIES IMOS $2.41B	28	-2	-7%	$34.9M
103	103 First Trust Nasdaq Semiconductor ETF FTXL $1.26B	22	+7	+47%	$16.6M
104	104 Sequans Communications SA SQNS $40.2M	21	+1	+5%	$36.8M
105	105 Aehr Test Systems AEHR $2.33B	20	-4	-17%	$9.63M
106	106 CVD Equipment Corp CVV $27.2M	20	-2	-9%	$3.53M
107	107 Atomera ATOM $136M	18	+1	+6%	$24.6M
108	108 Trio-Tech International Common Stock TRT $53.2M	14	0	0%	$2.44M
109	OIIM 109 DELISTED 02Micro International OIIM	13	-5	-28%	$13.8M
110	110 Peraso PRSO $5.46M	13	-3	-19%	$1.01M
111	111 Ideal Power IPWR $51.9M	12	0	0%	$846K
112	112 CPS Technologies CPSH $68.2M	8	-1	-11%	$223K
113	113 AGM Group Holdings AGMH $1.81M	5	+1	+25%	$238K
114	114 SemiLEDS LEDS $17M	5	0	0%	$16K
115	115 Fabric.AI Inc FABC $14.8M	4	0	0%	$39K
116	116 Rocket One Inc RKTO $13.3M	4	0	0%	$17K
117	117 Arteris AIP $967M	–	–	–	–
118	118 Astera Labs ALAB $52.1B	–	–	–	–
119	119 Allegro MicroSystems ALGM $6.01B	–	–	–	–
120	120 Aeluma Inc ALMU $176M	–	–	–	–
121	121 Ambiq Micro AMBQ $1.25B	–	–	–	–
122	122 AmpliTech AMPG $78.6M	–	–	–	–
123	123 Arbe Robotics ARBE $64.1M	–	–	–	–
124	124 Arm ARM $254B	–	–	–	–
125	125 DELISTED Atotech Limited ATC	–	–	–	–