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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 Invesco PHLX Semiconductor ETF SOXQ $2.9B	96	+5	+5%	$130M
102	102 Atomera ATOM $130M	85	-4	-4%	$46.6M
103	103 Canaan Creative CAN $185M	79	+4	+5%	$82.4M
104	104 Blaize Holdings BZAI $39.8M	76	+36	+90%	$97.2M
105	105 Magnachip Semiconductor MX $205M	75	-16	-18%	$70.9M
106	106 Everspin Technologies MRAM $343M	74	0	0%	$100M
107	107 Ambiq Micro AMBQ $1.26B	73	+73	–	$135M
108	108 SEALSQ Corp LAES $434M	71	+18	+34%	$20.9M
109	109 Aeluma Inc ALMU $171M	69	+21	+44%	$58.5M
110	110 POET Technologies POET $1.04B	67	+18	+37%	$42.1M
111	111 AXT Inc AXTI $3.8B	66	+4	+6%	$53.1M
112	112 QuickLogic QUIK $171M	64	-3	-4%	$21.1M
113	113 Silvaco Group SVCO $223M	64	+5	+8%	$35M
114	114 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	62	+8	+15%	$1.8B
115	115 Amtech Systems ASYS $235M	54	+18	+50%	$42.1M
116	116 GSI Technology GSIT $165M	53	+3	+6%	$20.2M
117	117 ChipMOS TECHNOLOGIES IMOS $2.26B	51	0	0%	$41.5M
118	118 Arbe Robotics ARBE $62.4M	49	0	0%	$30.6M
119	119 inTEST INTT $167M	45	0	0%	$51M
120	120 Valens Semiconductor VLN $182M	44	+1	+2%	$65.9M
121	121 CPS Technologies CPSH $69.6M	36	+7	+24%	$6.75M
122	122 Strive US Semiconductor ETF SHOC $226M	36	+1	+3%	$16.8M
123	123 ECARX Holdings ECX $368M	35	+7	+25%	$38.5M
124	124 Sequans Communications SA SQNS $38M	32	+1	+3%	$86.9M
125	125 AmpliTech AMPG $77.1M	31	+7	+29%	$13.4M