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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 Everspin Technologies MRAM $333M	36	+3	+9%	$37.6M
102	102 inTEST INTT $167M	29	0	0%	$17.3M
103	103 Sequans Communications SA SQNS $37.5M	29	+10	+53%	$75M
104	104 Data I/O DAIO $28.2M	28	+1	+4%	$11.5M
105	105 QuickLogic QUIK $171M	27	+2	+8%	$8.75M
106	106 First Trust Nasdaq Semiconductor ETF FTXL $1.23B	24	-1	-4%	$15.8M
107	107 Aehr Test Systems AEHR $2.17B	21	-2	-9%	$11.8M
108	108 CVD Equipment Corp CVV $27.2M	17	-4	-19%	$2.34M
109	109 Rocket One Inc RKTO $12.9M	15	+10	+200%	$743K
110	110 Canaan Creative CAN $177M	14	+3	+27%	$3.54M
111	111 Trio-Tech International Common Stock TRT $53.7M	14	+2	+17%	$2.36M
112	112 Ideal Power IPWR $52.8M	10	0	0%	$1.49M
113	113 SemiLEDS LEDS $16.5M	9	+6	+200%	$775K
114	OIIM 114 DELISTED 02Micro International OIIM	9	0	0%	$16.7M
115	115 CPS Technologies CPSH $70M	8	+3	+60%	$691K
116	116 Peraso PRSO $5.6M	7	0	0%	$576K
117	117 Fabric.AI Inc FABC $15.8M	3	-3	-50%	$22K
118	118 AGM Group Holdings AGMH $1.9M	2	0	0%	$316K
119	WKEY 119 DELISTED WISeKey WKEY	2	+1	+100%	$16K
120	120 Arteris AIP $947M	–	–	–	–
121	121 Astera Labs ALAB $50.1B	–	–	–	–
122	122 Allegro MicroSystems ALGM $6.04B	–	–	–	–
123	123 Aeluma Inc ALMU $167M	–	–	–	–
124	124 Ambiq Micro AMBQ $1.25B	–	–	–	–
125	125 AmpliTech AMPG $76.5M	–	–	–	–