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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 Arteris AIP $979M	80	+11	+16%	$112M
102	102 Invesco PHLX Semiconductor ETF SOXQ $2.9B	80	+4	+5%	$111M
103	103 Atomera ATOM $130M	77	+3	+4%	$25.9M
104	104 inTEST INTT $167M	75	-5	-6%	$75.4M
105	105 QuickLogic QUIK $171M	73	+1	+1%	$46.6M
106	106 Canaan Creative CAN $185M	69	-14	-17%	$57.9M
107	107 Everspin Technologies MRAM $343M	64	-9	-12%	$58.5M
108	108 Bitdeer Technologies BTDR $2.28B	63	+22	+54%	$96.8M
109	109 ChipMOS TECHNOLOGIES IMOS $2.26B	59	-2	-3%	$68.8M
110	110 Pixelworks PXLW $33M	51	-22	-30%	$13.3M
111	111 Silvaco Group SVCO $223M	49	+49	–	$135M
112	112 Valens Semiconductor VLN $182M	48	+4	+9%	$68.4M
113	113 Quantum Computing Inc QUBT $1.55B	47	+1	+2%	$2.05M
114	114 Sequans Communications SA SQNS $38M	35	-6	-15%	$17.3M
115	115 Amtech Systems ASYS $235M	34	-7	-17%	$36.4M
116	116 GCT Semiconductor Holding GCTS $162M	33	+24	+267%	$14.6M
117	117 Data I/O DAIO $27.9M	32	0	0%	$9.06M
118	118 GSI Technology GSIT $165M	31	-12	-28%	$7.1M
119	119 Strive US Semiconductor ETF SHOC $226M	30	+8	+36%	$12.4M
120	120 POET Technologies POET $1.04B	26	+5	+24%	$7.57M
121	121 CVD Equipment Corp CVV $27.9M	24	+1	+4%	$5.8M
122	122 Sono-Tek SOTK $96M	23	-4	-15%	$4.17M
123	123 CPS Technologies CPSH $69.6M	22	-1	-4%	$2.48M
124	124 Ideal Power IPWR $52.8M	22	-5	-19%	$13.3M
125	125 Mobix Labs MOBX $14.7M	22	-1	-4%	$1.62M