← 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
2776	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$283K	+$19.3K	1	0.08%	Increased
2777	ESBC E.S. Barr & Co Lexington, Kentucky	$280K	$0	1	0.03%	Maintained
2778	TAM Trust Asset Management Houston, Texas	$278K	$0	1	0.13%	Maintained
2779	RWM Raffa Wealth Management Washington, District of Columbia	$278K	-$43.3K	31	0.15%	Reduced
2780	SHJ Sharkey, Howes & Javer Denver, Colorado	$275K	-$33K	5	0.17%	Reduced
2781	CAM CMT Asset Management Chicago, Illinois	$272K	-$1.23M	1	0.01%	Reduced
2782	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$271K	+$9.34K	2	0.24%	Increased
2783	LC Lincoln Capital Lincoln, Nebraska	$269K	-$8.46K	1	0.2%	Reduced
2784	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$267K	+$16.9K	1	0%	Increased
2785	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$267K	+$231K	1	0.81%	New
2786	NA Nottingham Advisors Amherst, New York	$261K	-$39.6K	1	0.05%	Reduced
2787	GA Gateway Advisory Westfield, New Jersey	$259K	+$255K	1	0.1%	New
2788	DAL David A. Lorber	$255K	+$233K	1	1.61%	New
2789	DWM Darwin Wealth Management Tampa, Florida	$254K	+$245K	1	0.22%	New
2790	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$254K	-$36.4K	11	0.24%	Reduced
2791	Flow Traders U.S. New York	$253K	-$804K	2	0.02%	Reduced
2792	GS Gagnon Securities New York	$252K	-$9.06M	1	0.12%	Reduced
2793	TT Tiedemann Trust Wilmington, Delaware	$252K	-$50.2K	1	0.05%	Reduced
2794	JMH J.M. Hartwell New York	$249K	$0	1	0.06%	Maintained
2795	RPG Risk Paradigm Group Austin, Texas	$247K	+$11.6K	3	0.34%	Increased
2796	CCM Colorado Capital Management Boulder, Colorado	$245K	+$3.81K	1	0.24%	Increased
2797	CIM Contravisory Investment Management Norwell, Massachusetts	$244K	+$6.46K	6	0.07%	Increased
2798	BWP BSW Wealth Partners Boulder, Colorado	$240K	-$14.2K	1	0.13%	Reduced
2799	DK Darrell & King Charlottesville, Virginia	$240K	+$243K	1	0.04%	New
2800	SG Strid Group Newtown Square, Pennsylvania	$237K	+$215K	1	0.1%	New