← 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	DE Day & Ennis Macon, Georgia	$869K	+$5.77K	2	0.96%	Increased
2602	TFO Tarbox Family Office Newport Beach, California	$866K	-$57.4K	17	0.66%	Reduced
2603	BCP Berkeley Capital Partners Milton, Georgia	$861K	+$276K	2	0.62%	Increased
2604	VCP Vista Capital Partners Portland, Oregon	$861K	+$7.67K	1	0.26%	Increased
2605	BRF B. Riley Financial Los Angeles, California	$856K	-$483K	3	0.63%	Reduced
2606	Pure Financial Advisors San Diego, California	$855K	+$27.8K	1	0.31%	Increased
2607	CA Capital Advantage Walnut Creek, California	$851K	+$931K	4	0.3%	Increased
2608	KCP Kortright Capital Partners New York	$840K	+$702K	1	1.33%	New
2609	CBA Coastal Bridge Advisors Westport, Connecticut	$839K	+$338	1	0.59%	Increased
2610	KP Keel Point Huntsville, Alabama	$838K	-$762K	3	0.42%	Reduced
2611	Heritage Wealth Advisors Richmond, Virginia	$831K	$0	3	0.65%	Maintained
2612	PM Parametrica Management Wanchai, Hong Kong	$827K	+$541K	3	2.96%	Increased
2613	BA BKS Advisors Southfield, Michigan	$825K	-$25.3K	2	0.43%	Reduced
2614	NIM Nexus Investment Management Toronto, Ontario, Canada	$816K	$0	1	0.15%	Maintained
2615	SCG Sonata Capital Group Seattle, Washington	$807K	$0	2	0.7%	Maintained
2616	SIG Stanford Investment Group Mountain View, California	$807K	-$63.6K	9	0.45%	Reduced
2617	CPR CSU Producer Resources Fairfield, Ohio	$805K	$0	1	5.53%	Maintained
2618	ANB Amarillo National Bank Amarillo, Texas	$796K	-$21.2K	2	0.57%	Reduced
2619	EPM Equitec Proprietary Markets Chicago, Illinois	$788K	+$689K	1	0.06%	New
2620	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$787K	+$678K	1	0.77%	New
2621	GAM Gemmer Asset Management Walnut Creek, California	$787K	-$158K	41	0.46%	Reduced
2622	RCIM Russell Clark Investment Management London, United Kingdom	$784K	+$671K	1	0.22%	New
2623	CL CSS LLC Chicago, Illinois	$782K	-$797K	5	0.05%	Reduced
2624	DW Domani Wealth Lancaster, Pennsylvania	$782K	-$251K	1	0.3%	Reduced
2625	WA WealthTrust-Arizona Scottsdale, Arizona	$782K	-$54.9K	16	0.5%	Reduced