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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 $176M	99	+28	+39%	$160M
102	102 Invesco PHLX Semiconductor ETF SOXQ $2.85B	90	+7	+8%	$107M
103	103 Magnachip Semiconductor MX $199M	82	-6	-7%	$95.5M
104	104 AXT Inc AXTI $3.61B	81	-3	-4%	$37.3M
105	105 Atomera ATOM $124M	75	+9	+14%	$97.9M
106	106 QuickLogic QUIK $171M	71	+3	+4%	$51.8M
107	107 Everspin Technologies MRAM $331M	69	+1	+1%	$70.7M
108	108 Silvaco Group SVCO $214M	55	-3	-5%	$52.1M
109	109 POET Technologies POET $1B	52	+18	+53%	$33.6M
110	110 Valens Semiconductor VLN $181M	51	+12	+31%	$94.7M
111	111 ChipMOS TECHNOLOGIES IMOS $2.18B	50	-6	-11%	$42.3M
112	112 inTEST INTT $165M	50	-5	-9%	$60.8M
113	113 Pixelworks PXLW $32.8M	42	0	0%	$9M
114	114 GCT Semiconductor Holding GCTS $154M	41	0	0%	$7.1M
115	115 GSI Technology GSIT $160M	38	+7	+23%	$8.33M
116	116 Amtech Systems ASYS $234M	35	+1	+3%	$30.2M
117	117 Strive US Semiconductor ETF SHOC $222M	34	+7	+26%	$9.92M
118	118 Arbe Robotics ARBE $61.6M	32	+11	+52%	$45.7M
119	119 Data I/O DAIO $28M	29	0	0%	$8.69M
120	120 Mobix Labs MOBX $13.7M	28	+2	+8%	$3.64M
121	121 Sequans Communications SA SQNS $36.8M	27	+1	+4%	$53M
122	122 Fabric.AI Inc FABC $15.8M	26	+3	+13%	$290K
123	123 ECARX Holdings ECX $346M	25	+12	+92%	$19.7M
124	124 Sono-Tek SOTK $93.8M	25	+3	+14%	$7.46M
125	125 CVD Equipment Corp CVV $27.1M	23	-2	-8%	$6.47M