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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 $174M	80	+12	+18%	$103M
102	102 Everspin Technologies MRAM $326M	76	+14	+23%	$85.7M
103	103 Atomera ATOM $123M	75	-4	-5%	$57.9M
104	104 Arteris AIP $933M	65	+2	+3%	$69.6M
105	105 ChipMOS TECHNOLOGIES IMOS $2.16B	55	+7	+15%	$73.1M
106	106 QuickLogic QUIK $171M	52	+19	+58%	$51M
107	107 Pixelworks PXLW $32.8M	47	-1	-2%	$16M
108	108 Amtech Systems ASYS $233M	45	+3	+7%	$25.9M
109	109 Quantum Computing Inc QUBT $1.47B	45	+3	+7%	$2.93M
110	110 Valens Semiconductor VLN $178M	45	0	0%	$60.2M
111	111 Invesco PHLX Semiconductor ETF SOXQ $2.85B	41	+3	+8%	$49.3M
112	112 DELISTED Transphorm, Inc. Common Stock TGAN	41	+2	+5%	$150M
113	113 GSI Technology GSIT $159M	38	0	0%	$11.1M
114	114 Bitdeer Technologies BTDR $2.19B	34	+6	+21%	$57.6M
115	115 Sequans Communications SA SQNS $36.6M	33	-5	-13%	$110M
116	116 Data I/O DAIO $26.9M	30	+1	+3%	$8.39M
117	117 Arbe Robotics ARBE $60.2M	28	+2	+8%	$29.6M
118	118 Blaize Holdings BZAI $37.8M	27	0	0%	$70.2M
119	119 Ideal Power IPWR $50.3M	25	-1	-4%	$7.54M
120	120 Sono-Tek SOTK $94.8M	24	+3	+14%	$5.77M
121	121 Fabric.AI Inc FABC $14.9M	23	+4	+21%	$473K
122	122 CPS Technologies CPSH $68.6M	22	+1	+5%	$3.81M
123	123 CVD Equipment Corp CVV $26.8M	22	-1	-4%	$6.62M
124	124 GCT Semiconductor Holding GCTS $151M	22	+1	+5%	$38.7M
125	125 AmpliTech AMPG $73.5M	19	+1	+6%	$1.89M