← 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
2576	KA Kovack Advisors Ft. Lauderdale, Florida	$996K	-$181K	2	0.66%	Reduced
2577	CL CIM LLC Albany, New York	$986K	+$426K	2	0.48%	Increased
2578	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$982K	+$5.33K	2	1.38%	Increased
2579	GAM Gemmer Asset Management Walnut Creek, California	$974K	-$40.3K	38	0.58%	Reduced
2580	OIM Orca Investment Management Roseburg, Oregon	$956K	+$4.19K	1	1.05%	Increased
2581	SIM Strategic Investment Management Arlington, Virginia	$952K	+$200K	3	0.53%	Increased
2582	GC Garde Capital Seattle, Washington	$950K	-$2.7M	2	0.33%	Reduced
2583	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$942K	-$140K	2	0.27%	Reduced
2584	DCM Dean Capital Management Overland Park, Kansas	$941K	+$10.5K	1	1.28%	Increased
2585	PBO Peoples Bank (Ohio) Marietta, Ohio	$935K	+$929K	3	0.55%	New
2586	Krilogy Financial St. Louis, Missouri	$934K	-$60.2K	10	0.87%	Reduced
2587	MCF Advisors Covington, Kentucky	$932K	+$65.4K	14	0.25%	Increased
2588	PNAA Pictet North America Advisors Geneva 73, Switzerland	$929K	-$735K	2	0.22%	Reduced
2589	LC Lourd Capital Beverly Hills, California	$925K	+$287K	2	0.1%	Increased
2590	PCM Perkins Capital Management Wayzata, Minnesota	$919K	-$1.61M	3	0.99%	Reduced
2591	VCP Vista Capital Partners Portland, Oregon	$908K	+$10.1K	1	0.28%	Increased
2592	OAM Orinda Asset Management Lafayette, California	$894K	+$222K	3	1.28%	Increased
2593	CBA Coastal Bridge Advisors Westport, Connecticut	$893K	+$876K	1	0.5%	New
2594	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$891K	-$246K	2	0.88%	Reduced
2595	Klingman & Associates New York	$888K	$0	9	0.33%	Maintained
2596	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$885K	-$31.3K	4	2.8%	Reduced
2597	BA BKS Advisors Southfield, Michigan	$878K	-$3.57M	2	0.45%	Reduced
2598	ACM Alpha Capital Management Austin, Texas	$876K	-$276K	2	0.69%	Reduced
2599	TFO Tarbox Family Office Newport Beach, California	$860K	-$76.3K	15	0.7%	Reduced
2600	ACM Alethea Capital Management Mercer Island, Washington	$859K	-$629K	1	0.99%	Reduced