← 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
2726	ECM Ensemble Capital Management San Francisco, California	$1.27M	-$213K	2	0.28%	Reduced
2727	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$1.27M	-$5.29M	2	0.31%	Reduced
2728	Pure Financial Advisors San Diego, California	$1.27M	+$270K	1	0.34%	Increased
2729	FM Fondren Management Houston, Texas	$1.25M	-$173K	1	1.36%	Reduced
2730	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$1.25M	+$694K	20	0.63%	Increased
2731	SA Springowl Associates New York	$1.25M	+$89.5K	1	1.02%	Increased
2732	FCM Forester Capital Management Lake Forest, Illinois	$1.25M	-$414K	1	1.76%	Reduced
2733	QC QCM Cayman Houston, Texas	$1.25M	-$1.04M	4	2.85%	Reduced
2734	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.23M	+$25.4K	1	1.01%	Increased
2735	MRI Mad River Investors Boston, Massachusetts	$1.23M	-$660K	1	1.43%	Reduced
2736	NFG Nadler Financial Group Deerfield, Illinois	$1.23M	-$170K	2	0.42%	Reduced
2737	HCM Hilton Capital Management Garden City, New York	$1.22M	-$495K	4	0.23%	Reduced
2738	HCP Holt Capital Partners Fort Worth, Texas	$1.22M	+$16.1K	1	0.42%	Increased
2739	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.22M	+$108K	22	1.27%	Increased
2740	BLA Balter Liquid Alternatives Boston, Massachusetts	$1.21M	+$728K	5	1.39%	Increased
2741	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.21M	+$334K	3	0.87%	Increased
2742	EAM Evanson Asset Management Carmel, California	$1.21M	-$8.05K	2	0.28%	Reduced
2743	I2I Insight 2811 Inc Chicago, Illinois	$1.21M	-$42.2K	2	0.92%	Reduced
2744	IP Investment Partners New Philadelphia, Ohio	$1.2M	-$3.99K	3	1.09%	Reduced
2745	BRA Blue Rock Advisors Wayzata, Minnesota	$1.2M	+$1.2M	1	1.82%	New
2746	WA WealthTrust-Arizona Scottsdale, Arizona	$1.2M	+$106K	19	0.62%	Increased
2747	FFC First Financial Corp Terre Haute, Indiana	$1.2M	-$31.2K	11	0.76%	Reduced
2748	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$1.19M	+$45.8K	4	0.41%	Increased
2749	TG TLP Group Evanston, Illinois	$1.19M	-$1.02M	6	1.11%	Reduced
2750	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.19M	+$91.1K	1	0.36%	Increased