← 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
2926	Alesco Advisors Pittsford, New York	$430K	+$198K	2	0.03%	Increased
2927	Miracle Mile Advisors Los Angeles, California	$429K	+$115K	2	0.08%	Increased
2928	BCM Bourgeon Capital Management Darien, Connecticut	$425K	+$299K	2	0.27%	Increased
2929	MIM Midwest Investment Management Cleveland, Ohio	$421K	$0	1	0.35%	Maintained
2930	TIM Tortoise Investment Management White Plains, New York	$421K	+$35.8K	14	0.14%	Increased
2931	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$414K	-$209K	1	0.06%	Reduced
2932	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$413K	+$1.87K	2	0.32%	Increased
2933	LI LVZ Inc Holland, Michigan	$412K	-$219K	1	0.14%	Reduced
2934	CIM Cetera Investment Management El Segundo, California	$410K	-$137K	1	0.52%	Reduced
2935	G Gainplan Bloomfield Hills, Michigan	$406K	+$44.3K	1	0.27%	Increased
2936	NA Nottingham Advisors Amherst, New York	$404K	$0	1	0.06%	Maintained
2937	KHCM Kettle Hill Capital Management New York	$403K	-$1.57M	1	0.45%	Reduced
2938	HS Huntington Steele Oaks, Pennsylvania	$401K	$0	1	0.12%	Maintained
2939	SG Strid Group Newtown Square, Pennsylvania	$382K	+$368K	1	0.17%	New
2940	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$379K	$0	4	0.16%	Maintained
2941	CW Cabot-Wellington Boston, Massachusetts	$377K	-$40K	1	0.22%	Reduced
2942	CFIA Cantor Fitzgerald Investment Advisors New York	$377K	+$381K	1	0.05%	New
2943	MM Meridian Management Little Rock, Arkansas	$376K	+$380K	1	0.2%	New
2944	SCA Sippican Capital Advisors Boston, Massachusetts	$375K	$0	1	0.41%	Maintained
2945	BJ Brouwer & Janachowski Mill Valley, California	$371K	+$94.2K	1	0.08%	Increased
2946	Empirical Finance Havertown, Pennsylvania	$361K	+$262K	2	0.14%	Increased
2947	WMG WESCAP Management Group Glendale, California	$357K	-$14.6K	1	0.17%	Reduced
2948	FHB First Hawaiian Bank Honolulu, Hawaii	$354K	-$231K	1	0.05%	Reduced
2949	PA Planning Alternatives Birmingham, Michigan	$350K	$0	1	0.07%	Maintained
2950	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$348K	-$42.9K	6	0.22%	Reduced