← 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
2676	ACM Armbruster Capital Management Pittsford, New York	$1.69M	-$34.8K	4	0.86%	Reduced
2677	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$1.68M	+$1.37M	4	3.71%	Increased
2678	CO Caldwell & Orkin Norcross, Georgia	$1.68M	+$1.3M	2	1.71%	Increased
2679	Brookstone Capital Management Wheaton, Illinois	$1.68M	+$556K	4	0.15%	Increased
2680	SFP Shepherd Financial Partners Winchester, Massachusetts	$1.67M	-$9.42K	2	0.39%	Reduced
2681	FA FCG Advisors Chatham, New Jersey	$1.67M	-$181K	4	0.62%	Reduced
2682	FCB First Command Bank Fort Worth, Texas	$1.67M	-$36K	14	1.04%	Reduced
2683	FCFS First Command Financial Services Fort Worth, Texas	$1.67M	-$36K	14	1.04%	Reduced
2684	HCM Highlander Capital Management Short Hills, New Jersey	$1.66M	+$4.93K	8	1.29%	Increased
2685	WCM Woodson Capital Management Greenwich, Connecticut	$1.65M	+$1.84M	1	0.62%	New
2686	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.65M	+$320	2	0.73%	Increased
2687	EAM Evanson Asset Management Carmel, California	$1.65M	+$369K	3	0.35%	Increased
2688	PI PHH Investments Addison, Texas	$1.65M	-$119K	2	0.55%	Reduced
2689	FLI Family Legacy Inc Greenville, South Carolina	$1.64M	-$721K	1	4.17%	Reduced
2690	PRHC P.R. Herzig & Co Roslyn Heights, New York	$1.63M	-$234K	1	3.16%	Reduced
2691	Merriman Wealth Management Seattle, Washington	$1.63M	+$659K	4	0.39%	Increased
2692	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.62M	+$13.8K	6	0.42%	Increased
2693	Reinhart Partners Mequon, Wisconsin	$1.62M	+$353K	4	0.17%	Increased
2694	JAM JW Asset Management Miami Beach, Florida	$1.61M	+$158K	1	1.18%	Increased
2695	WCM Washington Capital Management Seattle, Washington	$1.61M	-$162K	4	1.71%	Reduced
2696	KSCM Kamunting Street Capital Management Miami Beach, Florida	$1.6M	+$925K	1	1.01%	Increased
2697	CCT Capital City Trust Tallahassee, Florida	$1.6M	$0	3	0.62%	Maintained
2698	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.57M	+$168K	4	0.97%	Increased
2699	JMH J.M. Hartwell New York	$1.57M	+$90.4K	1	0.31%	Increased
2700	GIA Granite Investment Advisors Concord, New Hampshire	$1.57M	+$26.3K	2	0.28%	Increased