← 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
2876	MC Micawber Capital Seattle, Washington	$643K	-$1.02M	1	1.07%	Reduced
2877	AIS American Investment Services Great Barrington, Massachusetts	$626K	-$22.6K	2	0.25%	Reduced
2878	Klingman & Associates New York	$617K	$0	1	0.16%	Maintained
2879	SFA Stewardship Financial Advisors Stockbridge, Georgia	$614K	-$17.7K	1	0.37%	Reduced
2880	Partners Capital Investment Group Boston, Massachusetts	$611K	-$1.12M	1	0.12%	Reduced
2881	LFA Landmark Financial Advisors Bowling Green, Kentucky	$608K	+$836	2	0.44%	Increased
2882	VAM Verity Asset Management Durham, North Carolina	$595K	+$210K	2	0.45%	Increased
2883	LC Lincoln Capital Lincoln, Nebraska	$583K	+$14.3K	2	0.37%	Increased
2884	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$579K	$0	5	0.26%	Maintained
2885	BBNB Baker Boyer National Bank Walla Walla, Washington	$577K	-$14K	2	2.3%	Reduced
2886	CC Cedar Capital Barrington, Illinois	$575K	+$42.8K	2	0.25%	Increased
2887	RVPG Relative Value Partners Group	$570K	-$60.9K	1	0.07%	Reduced
2888	PCFFS Pacific Center for Financial Services San Ramon, California	$568K	+$5.37K	8	0.38%	Increased
2889	DLG Daniel L. Goodwin	$566K	+$8.78K	3	0.26%	Increased
2890	WIA Westbourne Investment Advisors Annapolis, Maryland	$565K	-$3.58K	2	0.46%	Reduced
2891	BF Blankinship & Foster Solana Beach, California	$562K	-$452K	1	0.47%	Reduced
2892	MKC M. Kraus & Co Shelburne, Vermont	$558K	+$167	1	0.35%	Increased
2893	SFS Summit Financial Strategies Columbus, Ohio	$558K	+$268K	2	0.34%	Increased
2894	BIG Bellwether Investment Group Chattanooga, Tennessee	$557K	-$885K	2	2.58%	Reduced
2895	NorthRock Partners Minneapolis, Minnesota	$557K	+$37.3K	1	0.23%	Increased
2896	Truepoint Inc Cincinnati, Ohio	$557K	+$7.94K	1	0.06%	Increased
2897	BCM Beddow Capital Management Jackson, Wyoming	$540K	-$5.18K	1	0.22%	Reduced
2898	AIA Arrow Investment Advisors Laurel, Maryland	$536K	-$586K	1	0.15%	Reduced
2899	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$535K	$0	2	2.2%	Maintained
2900	RPG Risk Paradigm Group Austin, Texas	$530K	+$264K	3	0.62%	Increased