← 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
2526	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.57M	+$28.1K	16	0.62%	Increased
2527	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$1.56M	+$327K	7	0.97%	Increased
2528	FA FCG Advisors Chatham, New Jersey	$1.56M	+$98.6K	4	0.48%	Increased
2529	FFC First Financial Corp Terre Haute, Indiana	$1.55M	-$519K	9	0.92%	Reduced
2530	FDS First Dallas Securities Dallas, Texas	$1.54M	-$284K	3	1.15%	Reduced
2531	Cannell & Spears New York	$1.54M	-$645K	2	0.19%	Reduced
2532	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.54M	-$183	2	0.97%	Reduced
2533	AIM Advantage Investment Management Cedar Rapids, Iowa	$1.53M	-$2.87M	23	0.56%	Reduced
2534	Waldron Private Wealth Bridgeville, Pennsylvania	$1.52M	+$203K	5	0.55%	Increased
2535	TGI Tradewinds Global Investors Los Angeles, California	$1.51M	-$17.6M	1	1.86%	Reduced
2536	RCIM Russell Clark Investment Management London, United Kingdom	$1.51M	$0	1	0.32%	Maintained
2537	RCS Retirement Capital Strategies San Jose, California	$1.5M	$0	1	0.87%	Maintained
2538	MC Matisse Capital Portland, Oregon	$1.47M	-$3.47K	2	0.79%	Reduced
2539	FM Family Management New York	$1.47M	+$1.39M	1	0.83%	New
2540	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1.46M	+$9.33K	3	0.32%	Increased
2541	PM Parametrica Management Wanchai, Hong Kong	$1.45M	+$562K	4	4%	Increased
2542	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$1.45M	+$252K	2	1.13%	Increased
2543	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.45M	+$739K	2	1.62%	Increased
2544	Burgundy Asset Management Toronto, Ontario, Canada	$1.45M	$0	1	0.01%	Maintained
2545	DAC Dividend Assets Capital Ridgeland, South Carolina	$1.44M	-$883K	4	0.05%	Reduced
2546	EMR Errol M. Rudman	$1.44M	+$1.33M	1	1.16%	New
2547	Balentine LLC Atlanta, Georgia	$1.43M	+$412K	12	0.2%	Increased
2548	CA Cornerstone Advisory Hunt Valley, Maryland	$1.43M	-$33.9K	3	1.17%	Reduced
2549	IAS INR Advisory Services Media, Pennsylvania	$1.43M	$0	1	0.25%	Maintained
2550	GEM Global Endowment Management Charlotte, North Carolina	$1.42M	-$255K	4	0.23%	Reduced