← 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
2976	WC Wynnefield Capital New York	$1.34M	+$803K	1	0.46%	Increased
2977	Scharf Investments Los Gatos, California	$1.34M	+$661K	2	0.03%	Increased
2978	ECAM East Coast Asset Management Essex, Massachusetts	$1.33M	-$81.6K	1	0.36%	Reduced
2979	ZB Zions Bancorporation Salt Lake City, Utah	$1.33M	-$7.78M	13	0.23%	Reduced
2980	KA KLCM Advisors Milwaukee, Wisconsin	$1.33M	-$134K	3	0.33%	Reduced
2981	FBT First Bank & Trust Brookings, South Dakota	$1.33M	-$21.9K	5	1.05%	Reduced
2982	RP Rice Partnership Honolulu, Hawaii	$1.33M	+$1.25M	2	0.93%	New
2983	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.33M	-$203K	3	0.22%	Reduced
2984	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$1.32M	+$1.28M	3	1.45%	New
2985	NFG Nadler Financial Group Deerfield, Illinois	$1.32M	-$110K	2	0.4%	Reduced
2986	PCM Perkins Capital Management Wayzata, Minnesota	$1.32M	-$205K	3	1.27%	Reduced
2987	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.32M	$0	1	0.51%	Maintained
2988	TAM Taylor Asset Management Toronto, Ontario, Canada	$1.31M	+$531K	2	0.46%	Increased
2989	AAC Acorn Advisory Capital New York	$1.31M	+$1.45M	4	0.85%	New
2990	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$1.3M	+$1.21M	15	0.96%	New
2991	CPC Congress Park Capital Saratoga Springs, New York	$1.29M	+$1.28M	2	1.3%	New
2992	Partners Capital Investment Group Boston, Massachusetts	$1.29M	+$58.7K	1	0.21%	Increased
2993	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.27M	-$1.94M	10	0.78%	Reduced
2994	Maven Securities St Helier, Jersey	$1.27M	+$1.2M	1	0.64%	New
2995	PBT Pictet Bank & Trust Nassau, Bahamas	$1.25M	-$633K	1	0.37%	Reduced
2996	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.24M	$0	8	1.12%	Maintained
2997	LC Landaas & Company Milwaukee, Wisconsin	$1.24M	+$11.1K	5	1.07%	Increased
2998	WCM Washington Capital Management Seattle, Washington	$1.24M	-$378K	3	1.24%	Reduced
2999	XS XML Securities Bethesda, Maryland	$1.23M	+$1.14M	3	1.58%	New
3000	Aspiriant LLC Los Angeles, California	$1.23M	-$5.93M	2	0.36%	Reduced