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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 NVE Corp NVEC $502M	63	-6	-9%	$120M
102	102 Applied Optoelectronics AAOI $7.11B	62	-1	-2%	$25.2M
103	103 Blaize Holdings BZAI $39.8M	57	+1	+2%	$193M
104	104 Arteris AIP $979M	55	+3	+6%	$58.2M
105	105 Everspin Technologies MRAM $343M	54	+5	+10%	$44.5M
106	106 ChipMOS TECHNOLOGIES IMOS $2.26B	52	+1	+2%	$48.7M
107	107 Pixelworks PXLW $33M	47	-5	-10%	$20.9M
108	108 inTEST INTT $167M	45	-3	-6%	$41.1M
109	109 Amtech Systems ASYS $235M	43	+3	+8%	$76.1M
110	110 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	42	0	0%	$23.6M
111	111 Fabric.AI Inc FABC $15.4M	39	-6	-13%	$2.09M
112	112 DELISTED Transphorm, Inc. Common Stock TGAN	38	-2	-5%	$183M
113	113 Quantum Computing Inc QUBT $1.55B	36	+1	+3%	$5.04M
114	114 GSI Technology GSIT $163M	30	-1	-3%	$15.3M
115	115 Arbe Robotics ARBE $62.4M	29	-1	-3%	$28.2M
116	116 CPS Technologies CPSH $69.6M	29	-1	-3%	$3.78M
117	117 Data I/O DAIO $27.9M	28	0	0%	$8.94M
118	118 Sequans Communications SA SQNS $38M	27	-6	-18%	$94.8M
119	119 QuickLogic QUIK $171M	25	0	0%	$18.2M
120	120 Valens Semiconductor VLN $182M	25	+7	+39%	$111M
121	121 Ideal Power IPWR $52.8M	24	+5	+26%	$12.4M
122	OIIM 122 DELISTED 02Micro International OIIM	23	-2	-8%	$37.1M
123	123 Sono-Tek SOTK $96M	20	+1	+5%	$6.76M
124	124 CVD Equipment Corp CVV $27.9M	18	0	0%	$6.42M
125	125 KraneShares China Technology & Semiconductor STAR 50 Index ETF KSTR $340M	17	-2	-11%	$18.9M