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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 Magnachip Semiconductor MX $201M	91	+4	+5%	$93.5M
102	102 Invesco PHLX Semiconductor ETF SOXQ $2.86B	91	+8	+10%	$120M
103	103 Atomera ATOM $129M	89	+8	+10%	$56.4M
104	104 Canaan Creative CAN $181M	75	-8	-10%	$52.5M
105	105 Everspin Technologies MRAM $331M	74	+5	+7%	$70.2M
106	106 QuickLogic QUIK $169M	67	-8	-11%	$24.6M
107	107 AXT Inc AXTI $3.65B	62	-7	-10%	$23.8M
108	108 Silvaco Group SVCO $217M	59	+4	+7%	$32.9M
109	109 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	54	+7	+15%	$2.1B
110	110 SEALSQ Corp LAES $416M	53	+14	+36%	$28M
111	111 ChipMOS TECHNOLOGIES IMOS $2.22B	51	+5	+11%	$40.1M
112	112 GSI Technology GSIT $161M	50	+17	+52%	$13.9M
113	113 Arbe Robotics ARBE $61.6M	49	-2	-4%	$41.4M
114	114 POET Technologies POET $1.01B	49	+1	+2%	$44.4M
115	115 Aeluma Inc ALMU $168M	48	+40	+500%	$33.8M
116	116 inTEST INTT $164M	45	-6	-12%	$48.9M
117	117 Valens Semiconductor VLN $180M	43	-6	-12%	$94.1M
118	118 Blaize Holdings BZAI $39.5M	40	+3	+8%	$44.4M
119	119 Amtech Systems ASYS $227M	36	-1	-3%	$18.2M
120	120 Strive US Semiconductor ETF SHOC $224M	35	0	0%	$14.5M
121	121 GCT Semiconductor Holding GCTS $158M	33	-12	-27%	$6.25M
122	122 Sequans Communications SA SQNS $40.4M	31	+1	+3%	$238M
123	123 DELISTED SatixFy Communications SATX	30	+18	+150%	$47.9M
124	124 CPS Technologies CPSH $68.6M	29	+3	+12%	$4.33M
125	125 ECARX Holdings ECX $360M	28	-17	-38%	$33.1M