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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 Ideal Power IPWR $49M	20	+2	+11%	$17.8M
127	127 Peraso PRSO $5.46M	19	+1	+6%	$5.02M
128	128 Rocket One Inc RKTO $12.6M	19	+5	+36%	$863K
129	129 AmpliTech AMPG $72M	17	+3	+21%	$3.35M
130	130 CVD Equipment Corp CVV $26.9M	17	+3	+21%	$5.17M
131	131 Sono-Tek SOTK $96.8M	17	+7	+70%	$5.58M
132	132 Trio-Tech International Common Stock TRT $51.1M	16	+3	+23%	$10.9M
133	WKEY 133 DELISTED WISeKey WKEY	15	-2	-12%	$1.75M
134	134 Valens Semiconductor VLN $172M	14	-2	-13%	$240M
135	135 AGM Group Holdings AGMH $1.9M	12	+6	+100%	$5.37M
136	136 SemiLEDS LEDS $16.1M	12	+4	+50%	$966K
137	137 Invesco PHLX Semiconductor ETF SOXQ $2.79B	8	+2	+33%	$1.79M
138	138 DELISTED KraneShares CICC China 5G and Semiconductor Index ETF KFVG	6	-1	-14%	$7.39M
139	IDBA 139 DELISTED IDEX Biometrics ASA American Depositary Shares IDBA	1	-1	-50%	$44K
140	140 Astera Labs ALAB $49.6B	–	–	–	–
141	141 Aeluma Inc ALMU $154M	–	–	–	–
142	142 Ambiq Micro AMBQ $1.21B	–	–	–	–
143	143 Arm ARM $243B	–	–	–	–
144	144 Bgin Blockchain BGIN $216M	–	–	–	–
145	145 Bitdeer Technologies BTDR $2.1B	–	–	–	–
146	146 Blaize Holdings BZAI $36.5M	–	–	–	–
147	147 Cerebras Systems CBRS $30.2B	–	–	–	–
148	148 Xtrackers Semiconductor Select Equity ETF CHPS $123M	–	–	–	–
149	149 Credo Technology Group CRDO $31.9B	–	–	–	–
150	150 ECARX Holdings ECX $334M	–	–	–	–