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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 DELISTED Atotech Limited ATC	70	+18	+35%	$4.77B
102	102 Fabric.AI Inc FABC $15.4M	57	+9	+19%	$37.6M
103	103 Amtech Systems ASYS $235M	56	-8	-13%	$64.4M
104	104 GSI Technology GSIT $165M	56	-3	-5%	$36.5M
105	105 inTEST INTT $167M	55	+13	+31%	$88.3M
106	106 DELISTED SkyWater Technology SKYT	51	+51	–	$217M
107	107 indie Semiconductor INDI $464M	48	+48	–	$175M
108	108 ChipMOS TECHNOLOGIES IMOS $2.26B	42	+2	+5%	$80M
109	OIIM 109 DELISTED 02Micro International OIIM	41	+6	+17%	$71.9M
110	110 Everspin Technologies MRAM $343M	36	+6	+20%	$31.3M
111	111 Sequans Communications SA SQNS $38M	36	-7	-16%	$99.6M
112	112 QuickLogic QUIK $171M	33	-1	-3%	$20M
113	113 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	32	-7	-18%	$30.7M
114	114 CPS Technologies CPSH $69.6M	30	-5	-14%	$16.4M
115	115 Data I/O DAIO $27.9M	30	0	0%	$24.7M
116	116 Aehr Test Systems AEHR $2.26B	20	-2	-9%	$12.7M
117	117 KraneShares China Technology & Semiconductor STAR 50 Index ETF KSTR $340M	19	-1	-5%	$20.9M
118	118 AmpliTech AMPG $77.1M	15	+11	+275%	$3.72M
119	119 Ideal Power IPWR $52.8M	15	-2	-12%	$15.5M
120	120 Rocket One Inc RKTO $13.4M	15	-5	-25%	$1.58M
121	121 Trio-Tech International Common Stock TRT $53.7M	14	-2	-13%	$3.74M
122	122 CVD Equipment Corp CVV $27.9M	13	-4	-24%	$2.59M
123	123 Peraso PRSO $5.75M	13	+3	+30%	$1.9M
124	WKEY 124 DELISTED WISeKey WKEY	10	-2	-17%	$417K
125	125 SemiLEDS LEDS $16.5M	8	+3	+60%	$1.07M