← 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
2801	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$300K	$0	1	0.87%	Maintained
2802	AWM AllSquare Wealth Management Albany, New York	$299K	-$19.4K	5	0.29%	Reduced
2803	IndexIQ Advisors New York	$298K	-$55.1K	1	0.01%	Reduced
2804	RBC Roble Belko & Company Sewickley, Pennsylvania	$298K	+$59.3K	6	0.16%	Increased
2805	BI Boulegeris Investments Sandy Springs, Georgia	$297K	-$8.96K	1	0.19%	Reduced
2806	JSAM J. Safra Asset Management New York	$292K	-$379K	5	0.51%	Reduced
2807	RPG Risk Paradigm Group Austin, Texas	$290K	+$22.2K	3	0.22%	Increased
2808	GA Gateway Advisory Westfield, New Jersey	$286K	$0	1	0.1%	Maintained
2809	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$285K	-$3.06K	12	0.27%	Reduced
2810	ESBC E.S. Barr & Co Lexington, Kentucky	$282K	$0	1	0.03%	Maintained
2811	PBT Pictet Bank & Trust Nassau, Bahamas	$280K	$0	1	0.09%	Maintained
2812	NA Nottingham Advisors Amherst, New York	$276K	+$13K	1	0.05%	Increased
2813	RWM RKL Wealth Management Lancaster, Pennsylvania	$276K	+$259K	1	0.14%	New
2814	CIM Contravisory Investment Management Norwell, Massachusetts	$273K	+$11.9K	5	0.09%	Increased
2815	LBG Lloyds Banking Group London, United Kingdom	$273K	-$77.5K	2	2.45%	Reduced
2816	SGS Sterling Global Strategies Carlsbad, California	$272K	+$912	1	1.01%	Increased
2817	RFG Advisory Birmingham, Alabama	$271K	+$248K	1	0.25%	New
2818	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$269K	$0	1	0%	Maintained
2819	JMH J.M. Hartwell New York	$269K	$0	1	0.06%	Maintained
2820	DLHL Donald L. Hagan LLC Sarasota, Florida	$268K	-$26.5K	1	0.26%	Reduced
2821	SHJ Sharkey, Howes & Javer Denver, Colorado	$265K	$0	5	0.16%	Maintained
2822	BHTS Bar Harbor Trust Services Ellsworth, Maine	$264K	+$268K	1	0.14%	New
2823	DWM Darwin Wealth Management Tampa, Florida	$256K	+$747	1	0.2%	Increased
2824	RR Robotti Robert	$252K	$0	1	0.09%	Maintained
2825	SLF Sun Life Financial Toronto, Ontario, Canada	$252K	-$373K	1	0.03%	Reduced