13FPulse

EDA & IP

As of 2026Q2 · Members: 7

Heat
+1.57
Historical Rank
98%
vs 3Y Avg
3.1×
Net change in funds
+454

8Q trend

Members (7)

Ticker Company Change this quarter
AIP ARTERIS INC +57
ARM ARM HOLDINGS PLC-ADR +189
CDNS CADENCE DESIGN SYS INC +66
CEVA CEVA INC +50
RMBS RAMBUS INC +51
SNPS SYNOPSYS INC +21
SVCO SILVACO GROUP INC +20

Theme members v1.0 (2026-07), quarterly maintenance

← Theme Heat

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.