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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 Cerebras Systems CBRS $30.7B	–	–	–	–
152	152 Xtrackers Semiconductor Select Equity ETF CHPS $124M	–	–	–	–
153	153 ECARX Holdings ECX $338M	–	–	–	–
154	154 Corgi Lithography & Semiconductor Photonics ETF EUV $393M	–	–	–	–
155	155 Tuttle Capital Pure Play Photonics ETF FOTO $106M	–	–	–	–
156	156 HUHUTECH International Group HUHU $62.4M	–	–	–	–
157	157 Intchains Group ICG $82M	–	–	–	–
158	KCHP 158 KICK Korea Semiconductor Index ETF KCHP	–	–	–	–
159	159 SEALSQ Corp LAES $405M	–	–	–	–
160	160 Tema Photonics & Optical ETF LAZR $16.9M	–	–	–	–
161	161 KraneShares Photonic and Optical ETF LUMA $2.15M	–	–	–	–
162	162 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
163	163 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	–	–	–	–
164	NRAM 164 Yorkville America Next Generation Memory Index ETF NRAM	–	–	–	–
165	PHOX 165 Aura AI Photonics ETF PHOX	–	–	–	–
166	166 Defiance Memory & Photonics ETF PRAM	–	–	–	–
167	167 Tema MLCC & PowerSemi ETF PSOX	–	–	–	–
168	168 Qnity Electronics Inc Q $24.5B	–	–	–	–
169	RESN 169 DELISTED Resonant Inc. RESN	–	–	–	–
170	170 DELISTED SatixFy Communications SATX	–	–	–	–
171	171 SCHMID Group SHMD $192M	–	–	–	–
172	172 Strive US Semiconductor ETF SHOC $220M	–	–	–	–
173	173 SK Hynix Inc SKHY $1T	–	–	–	–
174	174 VanEck China Semiconductor ETF SMHC $73.2M	–	–	–	–
175	175 VanEck Fabless Semiconductor ETF SMHX $250M	–	–	–	–