← 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	RW REDW Wealth Albuquerque, New Mexico	$2.14M	-$108K	3	1.77%	Reduced
2602	Kingsview Wealth Management Grants Pass, Oregon	$2.14M	+$193K	6	0.94%	Increased
2603	SG StoneX Group New York	$2.13M	-$9.19M	7	2.66%	Reduced
2604	FTI Fiduciary Trust International Lincoln, Massachusetts	$2.13M	+$58.1K	3	0.55%	Increased
2605	FDS First Dallas Securities Dallas, Texas	$2.13M	-$1.31M	3	1.48%	Reduced
2606	NAM Needelman Asset Management Ladera Ranch, California	$2.13M	+$11K	2	5.23%	Increased
2607	Regents of the University of California Oakland, California	$2.13M	$0	2	4.42%	Maintained
2608	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$2.12M	+$11K	2	1.87%	Increased
2609	TM Tikvah Management Charlotte, North Carolina	$2.12M	$0	1	0.9%	Maintained
2610	Members Trust Tampa, Florida	$2.11M	-$20.5K	3	0.12%	Reduced
2611	CCM Corsair Capital Management New York	$2.1M	-$21K	2	0.35%	Reduced
2612	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$2.1M	$0	1	1.05%	Maintained
2613	BST Bath Savings Trust Bath, Maine	$2.09M	+$22.9K	2	0.56%	Increased
2614	BO BRR OpCo Columbus, Ohio	$2.08M	-$54.4K	2	0.63%	Reduced
2615	BCM Bienville Capital Management New York	$2.07M	-$387K	4	0.35%	Reduced
2616	CPA Columbia Pacific Advisors Seattle, Washington	$2.07M	+$135K	4	2.58%	Increased
2617	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$2.06M	+$1.84M	5	0.85%	New
2618	SAM Shamrock Asset Management Dallas, Texas	$2.06M	-$92.9K	11	1.32%	Reduced
2619	FWSM First Wilshire Securities Management Pasadena, California	$2.05M	$0	1	0.58%	Maintained
2620	CCM Cribstone Capital Management Augusta, Maine	$2.04M	+$91.8K	17	1.06%	Increased
2621	MCM McMillion Capital Management Greensboro, North Carolina	$2.02M	-$1.35M	1	1.33%	Reduced
2622	PAM Prudence Asset Management Hong Kong	$2.01M	+$1.61M	1	8.05%	New
2623	IWA Intercontinental Wealth Advisors San Antonio, Texas	$2M	+$8.81K	5	1.22%	Increased
2624	IDBONY Israel Discount Bank of New York New York	$2M	+$151K	14	1.5%	Increased
2625	OAM Occidental Asset Management Burlingame, California	$2M	-$449K	3	1.1%	Reduced