← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2676
PVH
Psagot Value Holdings
Israel
$1.52M +$509K 4 0.06% Increased
2677
UBG
United Bank (Georgia)
Georgia
$1.51M -$127K 2 1.44% Reduced
2678
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$1.51M +$1.45M 7 0.9% New
2679
SFP
Shepherd Financial Partners
Massachusetts
$1.51M -$78.1K 2 0.39% Reduced
2680
PI
PHH Investments
Texas
$1.5M -$577K 2 0.55% Reduced
2681
TNAM
Terra Nova Asset Management
New York
$1.5M +$1.41M 2 3% New
2682
SRSA
S.R. Schill & Associates
Washington
$1.49M +$143K 2 0.95% Increased
2683
CBA
Coastal Bridge Advisors
Connecticut
$1.48M +$1.28K 2 0.5% Increased
2684
SL
Summitry LLC
California
$1.47M -$22.8M 2 0.14% Reduced
2685
AFP
Ausdal Financial Partners
Iowa
$1.47M +$499K 3 0.66% Increased
2686
SAMC
Spectrum Asset Management (California)
California
$1.47M +$51.8K 2 1.35% Increased
2687
AWA
ARS Wealth Advisors
Florida
$1.46M +$266K 5 0.63% Increased
2688
KL
KWMG LLC
Kansas
$1.46M -$1.76M 1 0.56% Reduced
2689
BCM
Basso Capital Management
Connecticut
$1.46M -$1.64M 0 – Closed
2690
RP
Raiff Partners
New York
$1.45M +$1.2M 1 3.45% Increased
2691
WDL
Well Done LLC
Michigan
$1.45M +$36.4K 3 0.51% Increased
2692
SAM
Security Asset Management
New York
$1.44M -$56.8K 2 1.23% Reduced
2693
BIG
Bellwether Investment Group
Tennessee
$1.44M -$1.17M 29 3.8% Reduced
2694
CL
CSS LLC
Illinois
$1.44M -$5.19M 6 0.09% Reduced
2695
MA
Minerva Advisors
Pennsylvania
$1.44M -$95.2K 2 0.77% Reduced
2696
FM
Fondren Management
Texas
$1.42M -$66.3K 1 1.52% Reduced
2697
SG
Swarthmore Group
Pennsylvania
$1.42M -$19.9M 2 0.22% Reduced
2698
GIA
Granite Investment Advisors
New Hampshire
$1.42M -$11.7M 2 0.25% Reduced
2699
MC
Matisse Capital
Oregon
$1.42M +$72 2 0.76% Increased
2700
RCS
Retirement Capital Strategies
California
$1.42M -$25.3K 1 0.8% Reduced