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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
126	126 Blaize Holdings BZAI $39.8M	–	–	–	–
127	127 Canaan Creative CAN $185M	–	–	–	–
128	128 Cerebras Systems CBRS $33.8B	–	–	–	–
129	129 Xtrackers Semiconductor Select Equity ETF CHPS $128M	–	–	–	–
130	130 Credo Technology Group CRDO $33.5B	–	–	–	–
131	131 ECARX Holdings ECX $368M	–	–	–	–
132	132 Corgi Lithography & Semiconductor Photonics ETF EUV $406M	–	–	–	–
133	133 Tuttle Capital Pure Play Photonics ETF FOTO $111M	–	–	–	–
134	134 GCT Semiconductor Holding GCTS $162M	–	–	–	–
135	135 GlobalFoundries GFS $27.2B	–	–	–	–
136	136 HUHUTECH International Group HUHU $60.3M	–	–	–	–
137	137 Intchains Group ICG $81.4M	–	–	–	–
138	IDBA 138 DELISTED IDEX Biometrics ASA American Depositary Shares IDBA	–	–	–	–
139	139 indie Semiconductor INDI $464M	–	–	–	–
140	KCHP 140 KICK Korea Semiconductor Index ETF KCHP	–	–	–	–
141	141 DELISTED KraneShares CICC China 5G and Semiconductor Index ETF KFVG	–	–	–	–
142	142 KraneShares China Technology & Semiconductor STAR 50 Index ETF KSTR $340M	–	–	–	–
143	143 SEALSQ Corp LAES $434M	–	–	–	–
144	144 Tema Photonics & Optical ETF LAZR $17.5M	–	–	–	–
145	145 Linde LIN $227B	–	–	–	–
146	146 KraneShares Photonic and Optical ETF LUMA $2.23M	–	–	–	–
147	147 Lightwave Logic LWLG $648M	–	–	–	–
148	148 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
149	149 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	–	–	–	–
150	150 Mobix Labs MOBX $14.7M	–	–	–	–