← All themes

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	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2501	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.73M	-$2.21K	3	3.13%	Reduced
2502	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$2.72M	+$27.2K	7	3.05%	Increased
2503	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$2.71M	-$126K	5	1.69%	Reduced
2504	PP PagnatoKarp Partners Reston, Virginia	$2.7M	-$301K	3	0.69%	Reduced
2505	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.7M	-$8.88K	4	1.99%	Reduced
2506	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$2.7M	-$913K	3	1.36%	Reduced
2507	EM Excalibur Management Waltham, Massachusetts	$2.69M	+$450K	4	2.28%	Increased
2508	HA Halsey Associates New Haven, Connecticut	$2.68M	-$53.7K	2	0.53%	Reduced
2509	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$2.67M	+$2.55M	18	0.79%	Increased
2510	SC Searle & Co Greenwich, Connecticut	$2.67M	+$204K	4	1.76%	Increased
2511	CCB Cutter & Co Brokerage Ballwin, Missouri	$2.66M	+$322K	8	1.06%	Increased
2512	SBL Sargent Bickham Lagudis Boulder, Colorado	$2.66M	-$35.6K	17	0.33%	Reduced
2513	VCM Vision Capital Management Portland, Oregon	$2.66M	+$137K	3	0.85%	Increased
2514	ACP Arcus Capital Partners Atlanta, Georgia	$2.66M	+$485K	2	1.39%	Increased
2515	CP Camelot Portfolios Maumee, Ohio	$2.63M	+$34.3K	6	1.27%	Increased
2516	PTCG Pring Turner Capital Group Alamo, California	$2.63M	-$116K	1	2.61%	Reduced
2517	AA Apriem Advisors Irvine, California	$2.63M	-$115K	7	0.65%	Reduced
2518	PAS Partnervest Advisory Services Santa Barbara, California	$2.62M	-$484K	4	1.28%	Reduced
2519	BA Bristol Advisors Conshohocken, Pennsylvania	$2.62M	-$2.17M	4	2.64%	Reduced
2520	CBA Coastal Bridge Advisors Westport, Connecticut	$2.61M	+$650K	4	0.85%	Increased
2521	OLA Oliver Luxxe Assets Gladstone, New Jersey	$2.6M	+$261K	2	1.64%	Increased
2522	KC Kepos Capital New York	$2.59M	+$2.35M	4	0.43%	New
2523	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$2.58M	+$135K	2	2.04%	Increased
2524	RCM RB Capital Management Reno, Nevada	$2.58M	+$76.6K	4	2.02%	Increased
2525	FA FMA Advisory Harrisburg, Pennsylvania	$2.58M	-$995K	3	1.51%	Reduced