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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 Pixelworks PXLW $33M	77	+10	+15%	$91.4M
102	102 Aehr Test Systems AEHR $2.26B	74	+32	+76%	$268M
103	103 Lightwave Logic LWLG $648M	70	+21	+43%	$158M
104	104 Navitas Semiconductor NVTS $2.42B	65	0	0%	$427M
105	RESN 105 DELISTED Resonant Inc. RESN	64	-3	-4%	$28M
106	106 inTEST INTT $167M	62	+7	+13%	$67.4M
107	107 DELISTED SkyWater Technology SKYT	62	+9	+17%	$114M
108	108 Everspin Technologies MRAM $343M	60	+21	+54%	$105M
109	RKLY 109 DELISTED Rockley Photonics Holdings Limited RKLY	60	+29	+94%	$38.6M
110	110 Fabric.AI Inc FABC $15.4M	55	+3	+6%	$11.9M
111	111 Amtech Systems ASYS $235M	50	-2	-4%	$95.3M
112	112 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	50	+16	+47%	$42.3M
113	113 ChipMOS TECHNOLOGIES IMOS $2.26B	50	-6	-11%	$91.7M
114	114 Mobix Labs MOBX $14.7M	41	+9	+28%	$64.7M
115	115 Arteris AIP $979M	38	+38	–	$119M
116	116 GSI Technology GSIT $165M	36	-7	-16%	$26.4M
117	OIIM 117 DELISTED 02Micro International OIIM	36	+1	+3%	$49.9M
118	118 Sequans Communications SA SQNS $38M	34	-2	-6%	$90.3M
119	119 GCT Semiconductor Holding GCTS $162M	31	+31	–	$148M
120	120 QuickLogic QUIK $171M	31	-1	-3%	$13.1M
121	121 Data I/O DAIO $27.9M	29	-3	-9%	$14.8M
122	122 Quantum Computing Inc QUBT $1.55B	28	+4	+17%	$6.54M
123	123 CPS Technologies CPSH $69.6M	27	-4	-13%	$5.77M
124	124 KraneShares China Technology & Semiconductor STAR 50 Index ETF KSTR $340M	25	+2	+9%	$35.6M
125	125 Arbe Robotics ARBE $62.4M	21	+21	–	$40.3M