← 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	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$1.59M	+$574K	3	0.24%	Increased
2927	SA Springowl Associates New York	$1.58M	+$254K	1	1.03%	Increased
2928	Miracle Mile Advisors Los Angeles, California	$1.58M	+$1.04M	4	0.26%	Increased
2929	RCS Retirement Capital Strategies San Jose, California	$1.58M	$0	1	0.82%	Maintained
2930	GCM Gladstone Capital Management London, United Kingdom	$1.58M	+$1.22M	2	0.91%	Increased
2931	BFC Blue Fin Capital Warren, Rhode Island	$1.57M	+$453K	3	0.92%	Increased
2932	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.56M	-$140K	2	1.21%	Reduced
2933	HFA High Falls Advisors Rochester, New York	$1.56M	-$28.1K	3	0.55%	Reduced
2934	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1.55M	+$1.47M	2	1.22%	New
2935	ACM Alethea Capital Management Mercer Island, Washington	$1.54M	-$2.46M	3	2.46%	Reduced
2936	TFS TrustCore Financial Services Brentwood, Tennessee	$1.54M	+$1.48M	18	0.6%	New
2937	SWA SFMG Wealth Advisors Plano, Texas	$1.54M	+$876K	4	0.26%	Increased
2938	ANB Amarillo National Bank Amarillo, Texas	$1.54M	$0	3	0.51%	Maintained
2939	HCM Hilton Capital Management Garden City, New York	$1.53M	-$84.3K	5	0.23%	Reduced
2940	HPWM Highland Private Wealth Management Bellevue, Washington	$1.53M	+$9.52K	4	0.61%	Increased
2941	Arax Advisory Partners Denver, Colorado	$1.53M	-$56.8K	15	0.66%	Reduced
2942	BI Ballast Inc Lexington, Kentucky	$1.52M	+$1.47M	4	1.29%	New
2943	MCF Advisors Covington, Kentucky	$1.5M	-$94.9K	12	0.28%	Reduced
2944	FFC First Financial Corp Terre Haute, Indiana	$1.49M	-$44.8K	11	0.96%	Reduced
2945	GBA Garrison Bradford & Associates New York	$1.49M	-$154K	2	1.23%	Reduced
2946	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.47M	-$678K	3	1.32%	Reduced
2947	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$1.46M	+$1.38M	1	1.36%	New
2948	AWM Altium Wealth Management Purchase, New York	$1.45M	+$1.39M	2	0.66%	New
2949	GWM GSB Wealth Management Guilford, Connecticut	$1.44M	+$221K	3	6.5%	Increased
2950	KWMG King Wealth Management Group Naples, Florida	$1.44M	-$42.2K	3	0.51%	Reduced