← All themes

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	RESN 101 DELISTED Resonant Inc. RESN	36	+3	+9%	$9.95M
102	102 Data I/O DAIO $27.9M	32	+1	+3%	$9.98M
103	103 Aehr Test Systems AEHR $2.26B	23	+3	+15%	$10.2M
104	104 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	23	+1	+5%	$13.9M
105	105 Atomera ATOM $130M	21	+3	+17%	$13.3M
106	106 CVD Equipment Corp CVV $27.9M	21	+1	+5%	$3.13M
107	107 Sequans Communications SA SQNS $38M	20	-1	-5%	$36M
108	OIIM 108 DELISTED 02Micro International OIIM	13	0	0%	$13.4M
109	109 Trio-Tech International Common Stock TRT $53.7M	13	-1	-7%	$2.88M
110	110 Fabric.AI Inc FABC $15.4M	8	+4	+100%	$68K
111	111 Peraso PRSO $5.75M	8	-5	-38%	$790K
112	112 CPS Technologies CPSH $69.6M	7	-1	-13%	$179K
113	113 Ideal Power IPWR $52.8M	7	-5	-42%	$651K
114	114 SemiLEDS LEDS $16.5M	4	-1	-20%	$37K
115	115 Rocket One Inc RKTO $13.4M	4	0	0%	$74K
116	116 AGM Group Holdings AGMH $1.9M	2	-3	-60%	$32K
117	117 Arteris AIP $979M	–	–	–	–
118	118 Astera Labs ALAB $52.4B	–	–	–	–
119	119 Allegro MicroSystems ALGM $6.03B	–	–	–	–
120	120 Aeluma Inc ALMU $171M	–	–	–	–
121	121 Ambiq Micro AMBQ $1.26B	–	–	–	–
122	122 AmpliTech AMPG $77.1M	–	–	–	–
123	123 Arbe Robotics ARBE $62.4M	–	–	–	–
124	124 Arm ARM $261B	–	–	–	–
125	125 DELISTED Atotech Limited ATC	–	–	–	–