← 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 Credo Technology Group CRDO $31.9B	71	+71	–	$427M
102	102 Navitas Semiconductor NVTS $2.19B	71	+6	+9%	$289M
103	103 Applied Optoelectronics AAOI $6.42B	70	-16	-19%	$35.6M
104	104 Pixelworks PXLW $32.5M	67	-10	-13%	$50.4M
105	105 GCT Semiconductor Holding GCTS $146M	65	+34	+110%	$272M
106	RKLY 106 DELISTED Rockley Photonics Holdings Limited RKLY	63	+3	+5%	$41.3M
107	107 Everspin Technologies MRAM $317M	62	+2	+3%	$71.2M
108	108 ChipMOS TECHNOLOGIES IMOS $2.14B	57	+7	+14%	$94.4M
109	109 DELISTED SkyWater Technology SKYT	56	-6	-10%	$63.2M
110	110 inTEST INTT $165M	53	-9	-15%	$56.8M
111	111 Blaize Holdings BZAI $36.5M	50	+50	–	$173M
112	112 Fabric.AI Inc FABC $15.2M	47	-8	-15%	$6.41M
113	113 Amtech Systems ASYS $224M	46	-4	-8%	$94.6M
114	114 First Trust Nasdaq Semiconductor ETF FTXL $1.2B	43	-7	-14%	$43.8M
115	115 Sequans Communications SA SQNS $36.5M	41	+7	+21%	$77M
116	116 Arteris AIP $922M	40	+2	+5%	$77M
117	117 Mobix Labs MOBX $13.6M	40	-1	-2%	$66.8M
118	OIIM 118 DELISTED 02Micro International OIIM	36	0	0%	$42.6M
119	119 Quantum Computing Inc QUBT $1.44B	35	+7	+25%	$4.61M
120	120 GSI Technology GSIT $154M	34	-2	-6%	$21.2M
121	121 Data I/O DAIO $26.8M	29	0	0%	$14M
122	122 QuickLogic QUIK $164M	29	-2	-6%	$14.5M
123	123 CPS Technologies CPSH $68.1M	28	+1	+4%	$7.45M
124	124 Peraso PRSO $5.46M	22	+3	+16%	$2.2M
125	125 Arbe Robotics ARBE $59M	21	0	0%	$34.6M