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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 NVE Corp NVEC $492M	117	+2	+2%	$248M
102	102 AXT Inc AXTI $3.5B	112	+46	+70%	$481M
103	103 Invesco PHLX Semiconductor ETF SOXQ $2.84B	109	+13	+14%	$188M
104	104 Blaize Holdings BZAI $37.6M	98	+22	+29%	$56.6M
105	105 SEALSQ Corp LAES $412M	98	+27	+38%	$36.6M
106	106 Atomera ATOM $122M	95	+10	+12%	$22.9M
107	107 POET Technologies POET $976M	93	+26	+39%	$68.6M
108	108 Canaan Creative CAN $173M	86	+7	+9%	$111M
109	109 Everspin Technologies MRAM $326M	86	+12	+16%	$109M
110	110 Aeluma Inc ALMU $164M	76	+7	+10%	$68.6M
111	111 Ambiq Micro AMBQ $1.24B	75	+2	+3%	$134M
112	112 Silvaco Group SVCO $213M	71	+7	+11%	$29.7M
113	113 Magnachip Semiconductor MX $198M	69	-6	-8%	$50.1M
114	114 Amtech Systems ASYS $232M	65	+11	+20%	$77.2M
115	115 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	65	+3	+5%	$1.78B
116	116 QuickLogic QUIK $171M	64	0	0%	$22.1M
117	117 GSI Technology GSIT $159M	62	+9	+17%	$52.1M
118	118 ChipMOS TECHNOLOGIES IMOS $2.16B	57	+6	+12%	$62.7M
119	119 Arbe Robotics ARBE $60.3M	53	+4	+8%	$19.4M
120	120 inTEST INTT $166M	49	+4	+9%	$48.9M
121	121 CPS Technologies CPSH $69.4M	48	+12	+33%	$12.9M
122	122 Valens Semiconductor VLN $178M	45	+1	+2%	$50.5M
123	123 AmpliTech AMPG $74.4M	42	+11	+35%	$28M
124	124 ECARX Holdings ECX $336M	41	+6	+17%	$36.7M
125	125 VanEck Fabless Semiconductor ETF SMHX $252M	41	+17	+71%	$42.8M