← 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
2551	SS Sunbelt Securities Houston, Texas	$1.96M	-$611K	5	2.98%	Reduced
2552	WC Wexford Capital West Palm Beach, Florida	$1.96M	-$11M	5	0.2%	Reduced
2553	GBA Garrison Bradford & Associates New York	$1.95M	+$75.7K	3	1.8%	Increased
2554	Regents of the University of California Oakland, California	$1.94M	-$116K	2	6.9%	Reduced
2555	AGI Athena Global Investors Reston, Virginia	$1.94M	-$380K	1	4.71%	Reduced
2556	AF Affiance Financial St. Louis Park, Minnesota	$1.94M	-$50.2K	2	1.55%	Reduced
2557	AFS Access Financial Services Minneapolis, Minnesota	$1.93M	+$1.96M	2	1.76%	New
2558	TCM Traynor Capital Management Malvern, Pennsylvania	$1.92M	-$81.7K	2	1.27%	Reduced
2559	EP Edgestream Partners Princeton, New Jersey	$1.91M	-$1.18M	3	3.97%	Reduced
2560	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$1.89M	+$1.83M	2	1.82%	New
2561	KI Koch Industries Wichita, Kansas	$1.88M	+$710K	5	4.29%	Increased
2562	SCI Stableford Capital II Scottsdale, Arizona	$1.88M	+$1.85M	1	2.41%	New
2563	SAM Shamrock Asset Management Dallas, Texas	$1.88M	-$147K	7	1.14%	Reduced
2564	FWP FAS Wealth Partners Leawood, Kansas	$1.87M	+$107K	2	0.55%	Increased
2565	DS Dudley & Shanley Palm Beach, Florida	$1.87M	$0	1	0.4%	Maintained
2566	WPA Winning Points Advisors Boca Raton, Florida	$1.86M	+$1.83M	2	2.03%	New
2567	CIAN Capstone Investment Advisors (Netherlands) New York	$1.86M	+$1.81M	6	3.15%	New
2568	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.85M	+$1.89M	2	1.84%	New
2569	JWM Jackson Wealth Management Lake Mary, Florida	$1.85M	+$1.8M	1	0.72%	New
2570	CPA Clear Perspective Advisors Aurora, Illinois	$1.85M	+$1.77M	12	1.22%	New
2571	RMSCM R.M. Sincerbeaux Capital Management New York	$1.84M	$0	1	1.74%	Maintained
2572	FCAG First Capital Advisors Group Little Silver, New Jersey	$1.84M	+$1.8M	2	1.7%	New
2573	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.83M	-$63.7K	2	2.18%	Reduced
2574	Harvard Management Company Boston, Massachusetts	$1.83M	+$1.86M	1	0.28%	New
2575	GS Girard Securities San Diego, California	$1.83M	+$83.6K	5	1.59%	Increased