← 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	PAS Professional Advisory Services Vero Beach, Florida	$221K	+$206K	1	0.05%	New
3027	AIP Almanack Investment Partners Wayne, Pennsylvania	$219K	+$210K	2	0.11%	New
3028	DCM Dimension Capital Management Coral Gables, Florida	$217K	+$202K	1	0.07%	New
3029	LBG Lloyds Banking Group London, United Kingdom	$216K	-$17.1K	2	2.16%	Reduced
3030	BP BBR Partners New York	$214K	+$172K	1	0.05%	New
3031	RGNCM R.G. Niederhoffer Capital Management New York	$214K	-$2.19M	1	1.38%	Reduced
3032	AFIA America First Investment Advisors Omaha, Nebraska	$213K	-$5.19K	4	0.08%	Reduced
3033	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$212K	+$338K	1	0.1%	Increased
3034	DA Doliver Advisors Houston, Texas	$212K	+$198K	1	0.1%	New
3035	APCM Arbiter Partners Capital Management New York	$210K	$0	1	0.02%	Maintained
3036	IGGA Iron Gate Global Advisors Nsl, Utah	$208K	+$181K	1	0.19%	New
3037	RGIA Rainier Group Investment Advisory Bellevue, Washington	$208K	+$210K	1	0.11%	New
3038	JWM Janiczek Wealth Management Denver, Colorado	$206K	$0	1	0.11%	Maintained
3039	CAL Capital Advisors Ltd Shaker Heights, Ohio	$205K	+$12.3K	5	0.07%	Increased
3040	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$205K	-$284K	1	1.97%	Reduced
3041	B Bridgeworth Birmingham, Alabama	$203K	-$129K	1	0.29%	Reduced
3042	CCM Colorado Capital Management Boulder, Colorado	$200K	-$98.6K	1	0.15%	Reduced
3043	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$199K	+$29.1K	7	0.08%	Increased
3044	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$192K	-$571K	2	0.09%	Reduced
3045	CCM Cutler Capital Management Worcester, Massachusetts	$190K	+$178K	1	0.08%	New
3046	Flow Traders U.S. New York	$177K	-$632K	1	0.02%	Reduced
3047	CFG CKW Financial Group Honolulu, Hawaii	$176K	$0	5	0.04%	Maintained
3048	GWA Guidant Wealth Advisors Palatine, Illinois	$174K	+$60.9K	5	0.12%	Increased
3049	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$143K	+$133K	8	0.09%	New
3050	BCA Benchmark Capital Advisors New York	$139K	-$18.6K	1	0.11%	Reduced