← 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	Heritage Wealth Advisors Richmond, Virginia	$767K	$0	3	0.65%	Maintained
2627	BII Bainco International Investors Boston, Massachusetts	$762K	+$411K	3	0.17%	Increased
2628	PFM Peak Financial Management Wellesley, Massachusetts	$758K	+$833K	1	0.35%	New
2629	GAG GM Advisory Group Melville, New York	$754K	+$169K	1	0.38%	Increased
2630	CA Capital Advantage Walnut Creek, California	$752K	+$36K	3	0.25%	Increased
2631	WP WealthPLAN Partners Omaha, Nebraska	$749K	+$1.87M	17	0.12%	New
2632	MUS Mitsubishi UFJ Securities Tokyo, Japan	$747K	+$210K	13	1.11%	Increased
2633	Eagle Capital Management (New York) New York	$746K	-$34.6M	1	0%	Reduced
2634	NIM Nexus Investment Management Toronto, Ontario, Canada	$738K	-$38.4K	1	0.15%	Reduced
2635	TIA Trust Investment Advisors Indianapolis, Indiana	$734K	-$139K	1	0.88%	Reduced
2636	MAM Mark Asset Management New York	$731K	+$826K	1	0.19%	New
2637	NFG Nadler Financial Group Deerfield, Illinois	$731K	+$5.45K	2	0.33%	Increased
2638	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$728K	+$181K	2	0.83%	Increased
2639	PWAG Polaris Wealth Advisory Group San Rafael, California	$726K	-$7.07M	2	0.12%	Reduced
2640	Balentine LLC Atlanta, Georgia	$725K	-$238K	11	0.15%	Reduced
2641	IP Investment Partners New Philadelphia, Ohio	$724K	+$18.4K	1	0.87%	Increased
2642	WWM Willingdon Wealth Management Huntersville, North Carolina	$724K	-$510K	1	0.66%	Reduced
2643	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$721K	-$27K	3	0.3%	Reduced
2644	RVPG Relative Value Partners Group	$710K	$0	1	0.09%	Maintained
2645	EEG E.E. Geduld	$708K	-$711K	1	0.44%	Reduced
2646	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$706K	-$782K	1	0.05%	Reduced
2647	OTC Opera Trading Capital Paris, France	$702K	+$657K	2	0.15%	New
2648	SFM Signature Financial Management Norfolk, Virginia	$701K	-$54.9K	2	0.34%	Reduced
2649	CM Cornerstone Management Duluth, Georgia	$699K	+$342K	2	0.46%	Increased
2650	BCM Bienville Capital Management New York	$697K	$0	2	0.25%	Maintained