← 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
2751	RTS Round Table Services Westfield, New Jersey	$1.19M	+$41.5K	3	0.43%	Increased
2752	EM ELCO Management New York	$1.18M	+$68.6K	4	0.69%	Increased
2753	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.17M	-$34.4K	2	1.16%	Reduced
2754	JMH J.M. Hartwell New York	$1.16M	-$957K	1	0.24%	Reduced
2755	ANB Amarillo National Bank Amarillo, Texas	$1.16M	+$276K	3	0.41%	Increased
2756	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.16M	-$1.42M	1	0.5%	Reduced
2757	AWA ARS Wealth Advisors St. Petersburg, Florida	$1.15M	-$355K	4	0.47%	Reduced
2758	YCM Yorkville Capital Management New York	$1.15M	+$1.12M	1	1.29%	New
2759	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.14M	+$39.1K	2	0.91%	Increased
2760	GAM Gemmer Asset Management Walnut Creek, California	$1.14M	-$95.3K	43	0.48%	Reduced
2761	CIAN Capstone Investment Advisors (Netherlands) New York	$1.14M	-$746K	6	3.97%	Reduced
2762	MBT Monroe Bank & Trust Monroe, Michigan	$1.14M	-$21.5K	7	0.38%	Reduced
2763	OFW Omnia Family Wealth Aventura, Florida	$1.13M	+$21.8K	22	0.54%	Increased
2764	DE Day & Ennis Macon, Georgia	$1.13M	-$41.4K	2	0.97%	Reduced
2765	NFP Narus Financial Partners Salt Lake City, Utah	$1.12M	+$253K	4	1.04%	Increased
2766	OA Opes Advisors Cupertino, California	$1.12M	+$337K	3	0.69%	Increased
2767	KAM Kassirer Asset Management Toronto, Ontario, Canada	$1.1M	-$2.59M	2	0.8%	Reduced
2768	LFM Lumina Fund Management New York	$1.1M	+$596K	2	0.07%	Increased
2769	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$1.1M	+$1.09M	18	1.08%	New
2770	Reinhart Partners Mequon, Wisconsin	$1.1M	-$15.4M	3	0.11%	Reduced
2771	LGC Laurel Grove Capital Los Angeles, California	$1.09M	+$71.6K	2	0.58%	Increased
2772	Mesirow Financial Investment Management Chicago, Illinois	$1.09M	+$933K	3	5.14%	New
2773	EMB Elefante Mark B	$1.08M	+$307K	3	8.78%	Increased
2774	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.08M	+$425K	8	0.97%	Increased
2775	PCM Perkins Capital Management Wayzata, Minnesota	$1.08M	-$325K	3	1.2%	Reduced