← 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	RIM Rampart Investment Management Hartford, Connecticut	$2.33M	-$1.44M	17	0.83%	Reduced
2527	WVP Worth Venture Partners Fort Lee, New Jersey	$2.31M	+$646K	4	2.03%	Increased
2528	BO BRR OpCo Columbus, Ohio	$2.3M	+$154K	2	0.75%	Increased
2529	VST Van Strum & Towne San Francisco, California	$2.3M	-$302K	3	1.49%	Reduced
2530	QC QCM Cayman Houston, Texas	$2.3M	+$1.55M	5	0.43%	Increased
2531	RW REDW Wealth Albuquerque, New Mexico	$2.3M	+$28.9K	2	2.34%	Increased
2532	SBL Sargent Bickham Lagudis Boulder, Colorado	$2.28M	+$7.2K	18	0.3%	Increased
2533	BEAM Baker Ellis Asset Management Vancouver, Washington	$2.28M	-$31.7K	4	0.65%	Reduced
2534	FLI Family Legacy Inc Greenville, South Carolina	$2.28M	+$2.29M	1	2.38%	New
2535	LCM Leisure Capital Management Costa Mesa, California	$2.28M	+$273K	3	2.02%	Increased
2536	SG StoneX Group New York	$2.28M	-$11.7K	4	5.1%	Reduced
2537	KFA Kays Financial Advisory Atlanta, Georgia	$2.27M	+$62K	1	0.81%	Increased
2538	SS Sunbelt Securities Houston, Texas	$2.27M	+$182K	6	3.41%	Increased
2539	AIM Advantage Investment Management Cedar Rapids, Iowa	$2.26M	+$493K	25	0.9%	Increased
2540	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.26M	-$7.57M	2	0.61%	Reduced
2541	Allstate Corporation Northbrook, Illinois	$2.26M	-$40.3M	1	0.14%	Reduced
2542	WCM Washington Capital Management Seattle, Washington	$2.26M	+$50.1K	5	2.62%	Increased
2543	AWM Affinity Wealth Management Wilmington, Delaware	$2.25M	+$1.33M	6	1.26%	Increased
2544	DWM Darwin Wealth Management Tampa, Florida	$2.25M	+$70.6K	2	1.31%	Increased
2545	JMFC J.M. Forbes & Co Boston, Massachusetts	$2.24M	+$29.1K	4	0.58%	Increased
2546	TG TLP Group Evanston, Illinois	$2.23M	+$1.99M	8	1.52%	Increased
2547	SC Schulhoff & Co Cincinnati, Ohio	$2.22M	-$43.4K	2	1.37%	Reduced
2548	TP Truvvo Partners New York	$2.22M	-$473K	2	0.99%	Reduced
2549	PIM Profit Investment Management North Bethesda, Maryland	$2.21M	-$329K	4	1.8%	Reduced
2550	RGC Roberts, Glore & Co Deerfield, Illinois	$2.21M	-$3.62K	1	1.52%	Reduced