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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
151	151 Tema Photonics & Optical ETF LAZR $17.4M	–	–	–	–
152	152 KraneShares Photonic and Optical ETF LUMA $2.23M	–	–	–	–
153	153 Lightwave Logic LWLG $649M	–	–	–	–
154	154 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
155	155 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	–	–	–	–
156	156 Mobix Labs MOBX $14.7M	–	–	–	–
157	157 Nano Labs NA $40.9M	–	–	–	–
158	NRAM 158 Yorkville America Next Generation Memory Index ETF NRAM	–	–	–	–
159	PHOX 159 Aura AI Photonics ETF PHOX	–	–	–	–
160	160 POET Technologies POET $1.04B	–	–	–	–
161	161 Defiance Memory & Photonics ETF PRAM	–	–	–	–
162	162 Tema MLCC & PowerSemi ETF PSOX	–	–	–	–
163	163 Qnity Electronics Inc Q $25B	–	–	–	–
164	164 Quantum Computing Inc QUBT $1.55B	–	–	–	–
165	RKLY 165 DELISTED Rockley Photonics Holdings Limited RKLY	–	–	–	–
166	166 DELISTED SatixFy Communications SATX	–	–	–	–
167	167 Columbia Seligman Semiconductor and Technology ETF SEMI $42.1M	–	–	–	–
168	168 SCHMID Group SHMD $201M	–	–	–	–
169	169 Strive US Semiconductor ETF SHOC $223M	–	–	–	–
170	170 SK Hynix Inc SKHY $1.07T	–	–	–	–
171	171 VanEck China Semiconductor ETF SMHC $75M	–	–	–	–
172	172 VanEck Fabless Semiconductor ETF SMHX $258M	–	–	–	–
173	SMTK 173 SmartKem SMTK $651K	–	–	–	–
174	174 Sandisk SNDK $202B	–	–	–	–
175	175 Sono-Tek SOTK $95.4M	–	–	–	–