← 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	HRT Financial New York	$1.65M	-$1.52M	2	1.54%	Reduced
2652	EA Elm Advisors Burlingame, California	$1.65M	+$262K	3	1.38%	Increased
2653	LPC Loeb Partners Corp New York	$1.65M	-$625K	1	0.5%	Reduced
2654	MC Micawber Capital Seattle, Washington	$1.65M	+$1.11M	2	2.71%	Increased
2655	TM Tikvah Management Charlotte, North Carolina	$1.64M	$0	1	0.86%	Maintained
2656	FPB First PREMIER Bank Sioux Falls, South Dakota	$1.64M	+$100K	3	1.24%	Increased
2657	ACM Armbruster Capital Management Pittsford, New York	$1.64M	-$1.47K	4	0.91%	Reduced
2658	CPA Clear Perspective Advisors Aurora, Illinois	$1.62M	-$159K	12	1.07%	Reduced
2659	CWM Cornerstone Wealth Management St. Peters, Missouri	$1.61M	+$141K	4	0.4%	Increased
2660	CCT Capital City Trust Tallahassee, Florida	$1.61M	+$4.8K	3	0.64%	Increased
2661	PCP Proficio Capital Partners Newton, Massachusetts	$1.61M	+$723K	33	0.7%	Increased
2662	OAM Occidental Asset Management Burlingame, California	$1.61M	-$94K	3	1.07%	Reduced
2663	HA Harfst & Associates Sheridan, Wyoming	$1.59M	+$1.31M	11	0.69%	Increased
2664	CA Cornerstone Advisory Hunt Valley, Maryland	$1.59M	-$52K	3	0.8%	Reduced
2665	LC Lourd Capital Beverly Hills, California	$1.59M	+$288K	3	0.15%	Increased
2666	Cannell & Spears New York	$1.58M	-$10.9K	2	0.2%	Reduced
2667	Burgundy Asset Management Toronto, Ontario, Canada	$1.57M	$0	1	0.02%	Maintained
2668	HI Hudock Inc Williamsport, Pennsylvania	$1.56M	-$19.6K	8	0.84%	Reduced
2669	SFM Sphera Funds Management Tel Aviv, Israel	$1.55M	-$3.41M	1	0.3%	Reduced
2670	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.55M	+$158K	2	0.35%	Increased
2671	FCM Forester Capital Management Lake Forest, Illinois	$1.54M	-$93.9K	1	1.86%	Reduced
2672	RMC Regis Management Company Menlo Park, California	$1.54M	+$612K	2	0.26%	Increased
2673	ECM Ensemble Capital Management San Francisco, California	$1.54M	-$2.77M	2	0.36%	Reduced
2674	NAM NTV Asset Management Charleston, West Virginia	$1.53M	+$431K	2	0.49%	Increased
2675	MCM McRae Capital Management Morristown, New Jersey	$1.52M	-$63K	2	0.63%	Reduced