← 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	ACM Avalon Capital Management Port Of Redwood City, California	$1.13M	-$393K	1	0.87%	Reduced
2602	DW Domani Wealth Lancaster, Pennsylvania	$1.13M	-$72.2K	2	0.43%	Reduced
2603	KFA Kelleher Financial Advisors New York	$1.13M	+$60.9K	5	0.64%	Increased
2604	MCF Advisors Covington, Kentucky	$1.12M	-$163K	13	0.27%	Reduced
2605	NYLT New York Life Trust New York	$1.11M	+$202K	9	5.5%	Increased
2606	SIM Strategic Investment Management Arlington, Virginia	$1.1M	+$522K	4	0.79%	Increased
2607	Klingman & Associates New York	$1.09M	$0	9	0.33%	Maintained
2608	ACM Alethea Capital Management Mercer Island, Washington	$1.09M	$0	1	1.52%	Maintained
2609	KLI Kelman-Lazarov Inc Memphis, Tennessee	$1.09M	+$32.6K	6	0.62%	Increased
2610	OAM Orinda Asset Management Lafayette, California	$1.09M	+$185K	6	0.92%	Increased
2611	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.08M	+$1.11M	2	2.36%	Increased
2612	CPR CSU Producer Resources Fairfield, Ohio	$1.08M	$0	1	6.33%	Maintained
2613	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.07M	-$46.4K	3	0.78%	Reduced
2614	DE Day & Ennis Macon, Georgia	$1.07M	+$19.9K	2	1.13%	Increased
2615	PC Pecaut & Co Sioux City, Iowa	$1.06M	-$125K	1	1.14%	Reduced
2616	FNB Farmers National Bank Danville, Kentucky	$1.06M	+$71.9K	2	0.32%	Increased
2617	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.06M	+$287K	2	0.67%	Increased
2618	KA Kerrisdale Advisers Miami, Florida	$1.05M	-$13.1M	1	0.69%	Reduced
2619	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.05M	+$48.7K	2	0.22%	Increased
2620	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.05M	+$36.2K	1	1.23%	Increased
2621	SCP Syntal Capital Partners Midland, Texas	$1.05M	+$991K	3	0.63%	New
2622	CJA C-J Advisory San Jose, California	$1.04M	+$977K	4	0.93%	New
2623	FBFS First Business Financial Services Madison, Wisconsin	$1.03M	-$89.2K	2	0.25%	Reduced
2624	TG TLP Group Evanston, Illinois	$1.02M	-$985K	8	1.08%	Reduced
2625	ANB Amarillo National Bank Amarillo, Texas	$1.02M	$0	2	0.44%	Maintained