← 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	101 SiTime SITM $14.7B	32	+32	–	$120M
102	102 Data I/O DAIO $28M	31	-1	-3%	$11.7M
103	103 First Trust Nasdaq Semiconductor ETF FTXL $1.23B	30	+7	+30%	$21.9M
104	104 QuickLogic QUIK $171M	25	-30	-55%	$8.37M
105	105 Aehr Test Systems AEHR $2.23B	24	+1	+4%	$11M
106	106 CVD Equipment Corp CVV $28.1M	20	-1	-5%	$3.04M
107	107 Sequans Communications SA SQNS $37.7M	19	-1	-5%	$30.8M
108	108 Atomera ATOM $128M	15	-6	-29%	$10.9M
109	OIIM 109 DELISTED 02Micro International OIIM	12	-1	-8%	$17M
110	110 Trio-Tech International Common Stock TRT $52.8M	10	-3	-23%	$3.13M
111	111 Canaan Creative CAN $184M	9	+9	–	$6.38M
112	112 Peraso PRSO $5.82M	8	0	0%	$576K
113	113 Fabric.AI Inc FABC $16M	7	-1	-13%	$74K
114	114 Ideal Power IPWR $52.6M	7	0	0%	$140K
115	115 SemiLEDS LEDS $16.5M	6	+2	+50%	$78K
116	116 CPS Technologies CPSH $69.8M	5	-2	-29%	$141K
117	117 Rocket One Inc RKTO $13.1M	4	0	0%	$207K
118	118 AGM Group Holdings AGMH $1.82M	2	0	0%	$21K
119	119 Arteris AIP $955M	–	–	–	–
120	120 Astera Labs ALAB $49.9B	–	–	–	–
121	121 Allegro MicroSystems ALGM $5.98B	–	–	–	–
122	122 Aeluma Inc ALMU $168M	–	–	–	–
123	123 Ambiq Micro AMBQ $1.24B	–	–	–	–
124	124 AmpliTech AMPG $77.4M	–	–	–	–
125	125 Arbe Robotics ARBE $62.1M	–	–	–	–