← 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	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.54M	+$2.9K	3	0.26%	Increased
2927	RIS Retirement Income Solutions Ann Arbor, Michigan	$1.54M	+$55.1K	3	0.94%	Increased
2928	RP Rice Partnership Honolulu, Hawaii	$1.54M	+$109K	2	1.01%	Increased
2929	VCM Versant Capital Management Phoenix, Arizona	$1.53M	-$8.07K	47	0.64%	Reduced
2930	GCMG Gyroscope Capital Management Group Naples, Florida	$1.52M	+$1.17M	3	0.68%	Increased
2931	RCS Retirement Capital Strategies San Jose, California	$1.5M	$0	1	0.79%	Maintained
2932	BOS Bingham Osborn & Scarborough San Francisco, California	$1.5M	-$18.2K	4	0.14%	Reduced
2933	MFS Madrona Financial Services Everett, Washington	$1.49M	+$187K	1	1.2%	Increased
2934	VIG Vienna Insurance Group Warsaw, Poland	$1.48M	-$32	2	1.03%	Reduced
2935	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.48M	-$131K	4	1.33%	Reduced
2936	TAM Taylor Asset Management Toronto, Ontario, Canada	$1.48M	-$538K	3	0.68%	Reduced
2937	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$1.48M	-$78.5K	1	1.37%	Reduced
2938	NFG Nadler Financial Group Deerfield, Illinois	$1.48M	+$27.8K	3	0.42%	Increased
2939	LSC Lyon Street Capital Sausalito, California	$1.47M	-$1.58M	1	0.52%	Reduced
2940	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$1.47M	-$6.08M	2	0.43%	Reduced
2941	BCM Beryl Capital Management Redondo Beach, California	$1.46M	-$1M	1	0.46%	Reduced
2942	KA KLCM Advisors Milwaukee, Wisconsin	$1.46M	+$12.8K	4	0.38%	Increased
2943	KI Koch Industries Wichita, Kansas	$1.45M	-$33.6M	1	1.01%	Reduced
2944	F F3Logic Burnsville, Minnesota	$1.45M	+$293K	1	1.04%	Increased
2945	BLA Balter Liquid Alternatives Boston, Massachusetts	$1.44M	-$283K	4	1.13%	Reduced
2946	KA Kerrisdale Advisers Miami, Florida	$1.44M	-$651K	1	0.6%	Reduced
2947	PVAM Pacific View Asset Management San Francisco, California	$1.43M	-$378K	3	1.13%	Reduced
2948	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$1.43M	-$12.6M	2	0.47%	Reduced
2949	BI Ballast Inc Lexington, Kentucky	$1.43M	+$36K	4	1.11%	Increased
2950	MC Marcus Capital Northbrook, Illinois	$1.43M	+$381K	2	4.53%	Increased