Foundry & OSAT
As of 2026Q2 · Members: 9
Heat
+4.54
Historical Rank
100%
vs 3Y Avg
7.6×
Net change in funds
+1,765
8Q trend
Members (9)
| Ticker | Company | Change this quarter |
|---|---|---|
| AMKR | AMKOR TECHNOLOGY INC | +117 |
| ASX | ASE TECHNOLOGY HOLDING -ADR | +116 |
| GFS | GLOBALFOUNDRIES Inc. | +94 |
| IMOS | CHIPMOS TECHNOLOGIES INC-ADR | +21 |
| INTC | INTEL CORP | +989 |
| SKYT | SKYWATER TECHNOLOGY INC | -4 |
| TSEM | Tower Semiconductor Ltd. | +74 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | +310 |
| UMC | UNITED MICROELECTRON-SP ADR | +48 |
Theme members v1.0 (2026-07), quarterly maintenance
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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.