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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 $169M	83	+3	+4%	$83.8M
102	102 inTEST INTT $165M	80	-6	-7%	$106M
103	103 Invesco PHLX Semiconductor ETF SOXQ $2.79B	76	+35	+85%	$85.9M
104	104 Atomera ATOM $120M	74	-1	-1%	$50.3M
105	105 Everspin Technologies MRAM $317M	73	-3	-4%	$77.7M
106	106 Pixelworks PXLW $32.5M	73	+26	+55%	$36.9M
107	107 QuickLogic QUIK $164M	72	+20	+38%	$71.7M
108	108 Arteris AIP $922M	69	+4	+6%	$94.1M
109	109 ChipMOS TECHNOLOGIES IMOS $2.14B	61	+6	+11%	$84.3M
110	110 DELISTED Transphorm, Inc. Common Stock TGAN	57	+16	+39%	$203M
111	111 Quantum Computing Inc QUBT $1.44B	46	+1	+2%	$3.67M
112	112 Valens Semiconductor VLN $172M	44	-1	-2%	$50M
113	113 GSI Technology GSIT $154M	43	+5	+13%	$10.2M
114	114 Amtech Systems ASYS $224M	41	-4	-9%	$33.9M
115	115 Bitdeer Technologies BTDR $2.1B	41	+7	+21%	$40M
116	116 Sequans Communications SA SQNS $36.5M	41	+8	+24%	$14.1M
117	117 Data I/O DAIO $26.8M	32	+2	+7%	$14.1M
118	118 Ideal Power IPWR $49M	27	+2	+8%	$17.3M
119	119 Sono-Tek SOTK $96.8M	27	+3	+13%	$5.55M
120	120 Arbe Robotics ARBE $59M	24	-4	-14%	$37.9M
121	121 CPS Technologies CPSH $68.1M	23	+1	+5%	$2.8M
122	122 CVD Equipment Corp CVV $26.9M	23	+1	+5%	$7.25M
123	123 Mobix Labs MOBX $13.6M	23	+18	+360%	$2.19M
124	124 Fabric.AI Inc FABC $15.2M	22	-1	-4%	$446K
125	125 Strive US Semiconductor ETF SHOC $218M	22	+4	+22%	$6.21M