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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 Applied Optoelectronics AAOI $7.11B	77	+22	+40%	$172M
102	102 Canaan Creative CAN $185M	68	-4	-6%	$58.9M
103	103 Arteris AIP $979M	63	-9	-13%	$70.5M
104	104 Everspin Technologies MRAM $343M	62	+6	+11%	$90.2M
105	105 ChipMOS TECHNOLOGIES IMOS $2.26B	48	+2	+4%	$61.4M
106	106 Pixelworks PXLW $33M	48	+1	+2%	$14.1M
107	107 Valens Semiconductor VLN $182M	45	-12	-21%	$63.7M
108	108 Amtech Systems ASYS $235M	42	-2	-5%	$51.2M
109	109 Quantum Computing Inc QUBT $1.55B	42	+3	+8%	$3.15M
110	110 DELISTED Transphorm, Inc. Common Stock TGAN	39	-2	-5%	$90.5M
111	111 GSI Technology GSIT $163M	38	-2	-5%	$13.8M
112	112 Invesco PHLX Semiconductor ETF SOXQ $2.9B	38	0	0%	$36.1M
113	113 Sequans Communications SA SQNS $38M	38	+3	+9%	$112M
114	114 QuickLogic QUIK $171M	33	+2	+6%	$27.9M
115	115 Data I/O DAIO $27.9M	29	0	0%	$12.8M
116	116 Bitdeer Technologies BTDR $2.28B	28	+20	+250%	$72.8M
117	117 Blaize Holdings BZAI $39.8M	27	+2	+8%	$73M
118	118 Arbe Robotics ARBE $62.4M	26	0	0%	$31.2M
119	119 Ideal Power IPWR $52.8M	26	0	0%	$9.86M
120	120 CVD Equipment Corp CVV $27.9M	23	-1	-4%	$12.6M
121	121 CPS Technologies CPSH $69.6M	21	+1	+5%	$4.47M
122	122 GCT Semiconductor Holding GCTS $162M	21	+3	+17%	$44.3M
123	123 Sono-Tek SOTK $96M	21	-2	-9%	$5.3M
124	124 Fabric.AI Inc FABC $15.4M	19	-13	-41%	$619K
125	125 AmpliTech AMPG $77.1M	18	-1	-5%	$2.12M