← 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	RKLY 101 DELISTED Rockley Photonics Holdings Limited RKLY	72	+9	+14%	$42.2M
102	102 Aehr Test Systems AEHR $2.07B	70	-9	-11%	$66M
103	103 Atomera ATOM $128M	70	-4	-5%	$68.9M
104	104 NVE Corp NVEC $491M	69	-16	-19%	$126M
105	105 Applied Optoelectronics AAOI $6.5B	63	-7	-10%	$14.7M
106	106 Blaize Holdings BZAI $34.6M	56	+6	+12%	$186M
107	107 Arteris AIP $904M	52	+12	+30%	$52.3M
108	108 Pixelworks PXLW $32.2M	52	-15	-22%	$30.4M
109	109 DELISTED SkyWater Technology SKYT	52	-4	-7%	$24.7M
110	110 ChipMOS TECHNOLOGIES IMOS $2.22B	51	-6	-11%	$64.6M
111	111 Everspin Technologies MRAM $316M	49	-13	-21%	$40M
112	112 inTEST INTT $155M	48	-5	-9%	$37M
113	113 Fabric.AI Inc FABC $14.5M	45	-2	-4%	$3.61M
114	114 First Trust Nasdaq Semiconductor ETF FTXL $1.21B	42	-1	-2%	$27.6M
115	115 Amtech Systems ASYS $228M	40	-6	-13%	$65.7M
116	116 DELISTED Transphorm, Inc. Common Stock TGAN	40	+19	+90%	$138M
117	117 Mobix Labs MOBX $13.5M	35	-5	-13%	$67.6M
118	118 Quantum Computing Inc QUBT $1.39B	35	0	0%	$4.36M
119	119 Sequans Communications SA SQNS $39.6M	33	-8	-20%	$70M
120	120 GSI Technology GSIT $156M	31	-3	-9%	$18.8M
121	121 Arbe Robotics ARBE $61.7M	30	+9	+43%	$27.8M
122	122 CPS Technologies CPSH $67.7M	30	+2	+7%	$4.34M
123	123 Data I/O DAIO $28M	28	-1	-3%	$10.3M
124	OIIM 124 DELISTED 02Micro International OIIM	25	-11	-31%	$35.9M
125	125 QuickLogic QUIK $166M	25	-4	-14%	$22.3M