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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 Bgin Blockchain BGIN $222M	–	–	–	–
152	152 Bitdeer Technologies BTDR $2.28B	–	–	–	–
153	153 Cerebras Systems CBRS $33.8B	–	–	–	–
154	154 Xtrackers Semiconductor Select Equity ETF CHPS $128M	–	–	–	–
155	155 Corgi Lithography & Semiconductor Photonics ETF EUV $406M	–	–	–	–
156	156 Tuttle Capital Pure Play Photonics ETF FOTO $111M	–	–	–	–
157	157 HUHUTECH International Group HUHU $60.3M	–	–	–	–
158	158 Intchains Group ICG $81.4M	–	–	–	–
159	KCHP 159 KICK Korea Semiconductor Index ETF KCHP	–	–	–	–
160	160 SEALSQ Corp LAES $434M	–	–	–	–
161	161 Tema Photonics & Optical ETF LAZR $17.5M	–	–	–	–
162	162 KraneShares Photonic and Optical ETF LUMA $2.23M	–	–	–	–
163	163 Roundhill Photonics & Optics ETF LYTE	–	–	–	–
164	164 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	–	–	–	–
165	NRAM 165 Yorkville America Next Generation Memory Index ETF NRAM	–	–	–	–
166	PHOX 166 Aura AI Photonics ETF PHOX	–	–	–	–
167	167 Defiance Memory & Photonics ETF PRAM	–	–	–	–
168	168 Tema MLCC & PowerSemi ETF PSOX	–	–	–	–
169	169 Qnity Electronics Inc Q $25B	–	–	–	–
170	RESN 170 DELISTED Resonant Inc. RESN	–	–	–	–
171	171 SCHMID Group SHMD $201M	–	–	–	–
172	172 SK Hynix Inc SKHY $1.06T	–	–	–	–
173	173 VanEck China Semiconductor ETF SMHC $75.5M	–	–	–	–
174	174 VanEck Fabless Semiconductor ETF SMHX $258M	–	–	–	–
175	SMTK 175 SmartKem SMTK $660K	–	–	–	–