← 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
3026	HMS Hanseatic Management Services Albuquerque, New Mexico	$38.3M	+$2.19M	18	28.19%	Increased
3027	ARG Advisory Resource Group Tulsa, Oklahoma	$38.3M	+$1.21M	13	5.76%	Increased
3028	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$38.3M	-$4.13M	12	6.52%	Reduced
3029	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$38.2M	+$1.94M	13	4.73%	Increased
3030	GAMA Graticule Asia Macro Advisors New York	$38.1M	+$140K	3	2.86%	Increased
3031	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$38.1M	+$1.59M	16	9.09%	Increased
3032	OAM Oak Asset Management Westlake Village, California	$38.1M	-$1.49M	8	12.24%	Reduced
3033	BWM Bulltick Wealth Management Miami, Florida	$38.1M	+$3.47M	7	7.76%	Increased
3034	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$38M	-$2.52M	8	18.95%	Reduced
3035	RPA Rock Point Advisors Burlington, Vermont	$38M	-$6.14M	4	9.29%	Reduced
3036	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$38M	+$1.3M	18	5.31%	Increased
3037	JWM Jupiter Wealth Management Glendale, Colorado	$38M	+$686K	6	15.19%	Increased
3038	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$38M	-$1.93M	9	17.64%	Reduced
3039	CP Canopy Partners Cincinnati, Ohio	$38M	+$1.49M	23	11.42%	Increased
3040	CSB City State Bank Norwalk, Iowa	$37.9M	-$1.08M	28	8.68%	Reduced
3041	CCT Chemung Canal Trust Elmira, New York	$37.8M	-$6.66M	8	6.99%	Reduced
3042	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$37.8M	+$358K	22	7.26%	Increased
3043	KFS Keynote Financial Services Vernon, Connecticut	$37.8M	-$3.28M	17	17.7%	Reduced
3044	SFG SageGuard Financial Group Goodlettsville, Tennessee	$37.8M	+$650K	10	5.31%	Increased
3045	CFP Cascade Financial Partners San Diego, California	$37.8M	-$417K	14	3.28%	Reduced
3046	DF Dedeker Financial St. Louis Park, Minnesota	$37.8M	+$1.5M	9	21.48%	Increased
3047	PWCM Processus Wealth & Capital Management Brentwood, Tennessee	$37.8M	+$40.1K	3	22.38%	Increased
3048	FFS Fischer Financial Services Harrisburg, Pennsylvania	$37.8M	+$4.89M	5	9.49%	Increased
3049	YWM Yukon Wealth Management Overland Park, Kansas	$37.8M	+$32.7M	5	10.81%	Increased
3050	LFS Legacy Financial Strategies Overland Park, Kansas	$37.7M	+$1.6M	16	5.85%	Increased