← 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
2651	AAM American Asset Management Boca Raton, Florida	$183K	+$178K	2	0.09%	New
2652	TIM Tortoise Investment Management White Plains, New York	$167K	-$22K	5	0.07%	Reduced
2653	NCMG NCM Capital Management Group Durham, North Carolina	$164K	-$11.8K	1	1.93%	Reduced
2654	SGEF STAR-Global Equities Fund Summit, New Jersey	$135K	+$138K	1	48.04%	New
2655	EEG E.E. Geduld	$133K	-$1.94M	1	0.09%	Reduced
2656	SGC South Georgia Capital Naperville, Illinois	$123K	-$210K	1	0.18%	Reduced
2657	SCM Symons Capital Management Pittsburgh, Pennsylvania	$122K	-$278K	1	0.03%	Reduced
2658	SC Sumit Capital New York	$120K	-$347K	1	0.47%	Reduced
2659	DA Denali Advisors San Diego, California	$112K	$0	2	0.03%	Maintained
2660	LWA Lenox Wealth Advisors New York	$98K	-$18.2K	5	0.04%	Reduced
2661	WCAM West Coast Asset Management Montecito, California	$74.8K	$0	1	0.14%	Maintained
2662	NC NewSquare Capital Newtown Square, Pennsylvania	$74K	-$531K	5	0.03%	Reduced
2663	FRM Fore Research & Management New York	$69K	+$62.2K	2	0%	New
2664	WCM Wealthcare Capital Management Richmond, Virginia	$66K	+$24.5K	5	0.01%	Increased
2665	PO Private Ocean San Rafael, California	$63K	-$1K	4	0.05%	Reduced
2666	ANBT American National Bank & Trust Wichita Falls, Texas	$57K	+$57.4K	2	0.02%	New
2667	RAM Riggs Asset Management Dallas, Pennsylvania	$56K	+$56.3K	3	0.03%	New
2668	PCC Park Circle Company Baltimore, Maryland	$46K	$0	2	0.03%	Maintained
2669	ACM Antonetti Capital Management Naples, Florida	$41K	-$4.05M	2	0.07%	Reduced
2670	JAM JCIC Asset Management Toronto, Ontario, Canada	$38K	-$30.1K	2	0.01%	Reduced
2671	WFI West Family Investments Carlsbad, California	$36K	$0	1	0.01%	Maintained
2672	Blackhill Capital Morristown, New Jersey	$28K	$0	1	0%	Maintained
2673	PTA Pear Tree Advisors Lincoln, Massachusetts	$21K	$0	1	0.02%	Maintained
2674	Financial Engines Advisors Santa Clara, California	$18K	-$20.8K	1	0.01%	Reduced
2675	Guinness Asset Management London, United Kingdom	$11K	+$1.53K	1	0%	Increased