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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	RKLY 101 DELISTED Rockley Photonics Holdings Limited RKLY	68	-2	-3%	$2.39M
102	102 Blaize Holdings BZAI $39.8M	66	+9	+16%	$269M
103	103 Applied Optoelectronics AAOI $7.11B	61	-1	-2%	$17.5M
104	104 Arteris AIP $979M	55	0	0%	$37.5M
105	105 Everspin Technologies MRAM $343M	52	-2	-4%	$43M
106	106 inTEST INTT $167M	50	+5	+11%	$51M
107	107 Amtech Systems ASYS $235M	47	+4	+9%	$41.5M
108	108 ChipMOS TECHNOLOGIES IMOS $2.26B	45	-7	-13%	$54.6M
109	109 Pixelworks PXLW $33M	43	-4	-9%	$20.8M
110	110 DELISTED Transphorm, Inc. Common Stock TGAN	43	+5	+13%	$198M
111	111 First Trust Nasdaq Semiconductor ETF FTXL $1.25B	42	0	0%	$36.1M
112	112 Fabric.AI Inc FABC $15.4M	38	-1	-3%	$1.3M
113	113 Quantum Computing Inc QUBT $1.55B	36	0	0%	$3.1M
114	114 Valens Semiconductor VLN $182M	35	+10	+40%	$143M
115	OIIM 115 DELISTED 02Micro International OIIM	31	+8	+35%	$40.3M
116	116 Sequans Communications SA SQNS $38M	30	+3	+11%	$90.5M
117	117 Data I/O DAIO $27.9M	29	+1	+4%	$9.97M
118	118 Ideal Power IPWR $52.8M	28	+4	+17%	$12.5M
119	119 GSI Technology GSIT $163M	26	-4	-13%	$7.57M
120	120 QuickLogic QUIK $171M	26	+1	+4%	$14.5M
121	121 Invesco PHLX Semiconductor ETF SOXQ $2.9B	23	+6	+35%	$23M
122	122 CPS Technologies CPSH $69.6M	22	-7	-24%	$3.54M
123	123 Arbe Robotics ARBE $62.4M	21	-8	-28%	$22.8M
124	124 CVD Equipment Corp CVV $27.9M	19	+1	+6%	$6.49M
125	125 Sono-Tek SOTK $96M	19	-1	-5%	$5.91M