← 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
2626	OAM Occidental Asset Management Burlingame, California	$1.08M	+$559K	2	1.64%	Increased
2627	Xponance Philadelphia, Pennsylvania	$1.05M	$0	1	0.43%	Maintained
2628	FHB First Hawaiian Bank Honolulu, Hawaii	$1.04M	-$405K	2	0.17%	Reduced
2629	KA Kovack Advisors Ft. Lauderdale, Florida	$1.04M	+$967K	2	1.07%	New
2630	SCG Sonata Capital Group Seattle, Washington	$1.03M	+$982K	2	0.94%	New
2631	SMG Spectrum Management Group Indianapolis, Indiana	$1.03M	$0	1	0.45%	Maintained
2632	TCM Traynor Capital Management Malvern, Pennsylvania	$1.03M	+$1.06M	2	1.19%	New
2633	DSAM Dock Street Asset Management Palm Beach, Florida	$1.02M	+$12.2K	1	0.54%	Increased
2634	MCM MV Capital Management Bethesda, Maryland	$1.01M	+$958K	17	0.46%	New
2635	CCG Chatham Capital Group Savannah, Georgia	$1.01M	+$317K	2	0.3%	Increased
2636	EGA Emerging Global Advisors New York	$993K	-$175K	4	0.37%	Reduced
2637	AIM Advantage Investment Management Cedar Rapids, Iowa	$990K	+$947K	21	0.74%	New
2638	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$989K	-$37.1K	3	0.78%	Reduced
2639	BCM Blume Capital Management Berkeley, California	$987K	+$563K	8	0.7%	Increased
2640	GIA Granite Investment Advisors Concord, New Hampshire	$983K	-$10.9M	1	0.23%	Reduced
2641	TT Tiedemann Trust Wilmington, Delaware	$957K	-$9.16M	2	0.08%	Reduced
2642	CC Cannell Capital Alta, Wyoming	$940K	+$100K	1	0.31%	Increased
2643	LCG Lisanti Capital Growth New York	$937K	-$5.86M	1	0.47%	Reduced
2644	APCM Arbiter Partners Capital Management New York	$935K	$0	1	0.09%	Maintained
2645	CA Corrado Advisors Ramsey, New Jersey	$934K	$0	2	0.45%	Maintained
2646	PSC Piper Sandler & Co Minneapolis, Minnesota	$932K	-$491K	4	0.45%	Reduced
2647	DC Deschaine & Company Belleville, Illinois	$929K	+$896K	1	1.4%	New
2648	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$927K	-$86.9K	1	0.78%	Reduced
2649	TFO Tarbox Family Office Newport Beach, California	$926K	-$168K	17	0.86%	Reduced
2650	SA Steadfast Advisors New York	$920K	-$5.58M	1	0.32%	Reduced