← 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
2601	GAG GM Advisory Group Melville, New York	$509K	-$521	1	0.26%	Reduced
2602	BCM Beck Capital Management Austin, Texas	$506K	-$3.95M	1	0.35%	Reduced
2603	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$505K	+$22.9K	1	0.4%	Increased
2604	CPA Capital Planning Advisors Roseville, California	$504K	-$84.4K	1	0.33%	Reduced
2605	AWA ARS Wealth Advisors St. Petersburg, Florida	$502K	-$25.1K	2	0.25%	Reduced
2606	Tiedemann Advisors New York	$502K	+$482K	1	0.39%	New
2607	Ruane, Cunniff & Goldfarb New York	$500K	-$18.9M	2	0%	Reduced
2608	FDS First Dallas Securities Dallas, Texas	$496K	+$6.85K	1	0.41%	Increased
2609	IF IRON Financial Northbrook, Illinois	$496K	+$260	1	0.33%	Increased
2610	MUS Mitsubishi UFJ Securities Tokyo, Japan	$489K	-$25.5K	14	3.45%	Reduced
2611	IMS Index Management Solutions Philadelphia, Pennsylvania	$484K	-$493K	23	0.48%	Reduced
2612	MM Main Management San Francisco, California	$476K	$0	1	0.09%	Maintained
2613	DW Domani Wealth Lancaster, Pennsylvania	$472K	-$1.02K	1	0.26%	Reduced
2614	IWC Integrated Wealth Counsel Carmel, California	$472K	$0	1	0.79%	Maintained
2615	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$470K	$0	2	0.42%	Maintained
2616	RiverFront Investment Group Richmond, Virginia	$467K	-$104K	1	0.01%	Reduced
2617	BW Gestao de Investimentos Sao Paulo, Brazil	$466K	-$451K	1	0.33%	Reduced
2618	GOCM Green Owl Capital Management New York	$462K	-$4.4M	2	0.36%	Reduced
2619	Plancorp LLC Saint Louis, Missouri	$461K	+$274K	1	0.42%	Increased
2620	Caprock Group Boise, Idaho	$457K	-$296K	1	0.32%	Reduced
2621	SRSA S.R. Schill & Associates Mercer Island, Washington	$450K	-$6.57K	1	0.32%	Reduced
2622	PointState Capital New York	$447K	-$23.3M	1	0.01%	Reduced
2623	NCM Northroad Capital Management New York	$445K	-$16.4K	1	0.26%	Reduced
2624	GIM Greylin Investment Management Orange, Virginia	$442K	-$2.17K	2	0.12%	Reduced
2625	AT Argent Trust San Antonio, Texas	$441K	-$1.95M	2	0.5%	Reduced