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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 Canaan Creative CAN $185M	72	-4	-5%	$63.4M
102	102 Valens Semiconductor VLN $182M	57	+9	+19%	$71.1M
103	103 Everspin Technologies MRAM $343M	56	+6	+12%	$82.5M
104	104 Applied Optoelectronics AAOI $7.11B	55	+3	+6%	$71.8M
105	105 Pixelworks PXLW $33M	47	+1	+2%	$23M
106	106 ChipMOS TECHNOLOGIES IMOS $2.26B	46	0	0%	$61.7M
107	107 Amtech Systems ASYS $235M	44	+1	+2%	$63.2M
108	108 DELISTED Transphorm, Inc. Common Stock TGAN	41	+2	+5%	$130M
109	109 GSI Technology GSIT $165M	40	+13	+48%	$32.8M
110	110 Quantum Computing Inc QUBT $1.55B	39	+2	+5%	$3.46M
111	111 Invesco PHLX Semiconductor ETF SOXQ $2.9B	38	+10	+36%	$33.9M
112	112 Sequans Communications SA SQNS $38M	35	+5	+17%	$84.3M
113	113 Fabric.AI Inc FABC $15.4M	32	-4	-11%	$1.86M
114	114 QuickLogic QUIK $171M	31	+4	+15%	$28.7M
115	115 Data I/O DAIO $27.9M	29	-1	-3%	$14.4M
116	116 Arbe Robotics ARBE $62.4M	26	-4	-13%	$35.1M
117	117 Ideal Power IPWR $52.8M	26	0	0%	$12.9M
118	118 Blaize Holdings BZAI $39.8M	25	-5	-17%	$68.5M
119	119 CVD Equipment Corp CVV $27.9M	24	+1	+4%	$14.2M
120	120 Sono-Tek SOTK $96M	23	+2	+10%	$5.48M
121	121 CPS Technologies CPSH $69.6M	20	0	0%	$4.65M
122	122 AmpliTech AMPG $77.1M	19	+3	+19%	$2.19M
123	123 GCT Semiconductor Holding GCTS $162M	18	-49	-73%	$44.9M
124	124 POET Technologies POET $1.04B	18	+1	+6%	$3.66M
125	125 Trio-Tech International Common Stock TRT $53.7M	17	-1	-6%	$3.12M