← 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
3051	RR Robotti Robert	$998K	+$138K	2	0.26%	Increased
3052	IWA Inspirion Wealth Advisors Libertyville, Illinois	$989K	+$20.5K	2	0.47%	Increased
3053	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$987K	-$51.5K	3	0.32%	Reduced
3054	SP SWS Partners Columbus, Ohio	$981K	+$248K	2	0.69%	Increased
3055	DA Doliver Advisors Houston, Texas	$970K	$0	2	0.41%	Maintained
3056	BWA Burt Wealth Advisors North Bethesda, Maryland	$968K	-$10.7K	6	0.46%	Reduced
3057	SIA Starfire Investment Advisers Southfield, Michigan	$965K	-$13.6K	3	0.49%	Reduced
3058	WC Wynnefield Capital New York	$964K	+$78.4K	1	0.36%	Increased
3059	Krilogy Financial St. Louis, Missouri	$959K	-$946K	3	0.24%	Reduced
3060	SAS Stelac Advisory Services New York	$958K	+$237K	6	0.27%	Increased
3061	VR Viridian RIA Bothell, Washington	$944K	-$669K	1	0.46%	Reduced
3062	EWF Epstein & White Financial San Diego, California	$944K	+$58.4K	3	0.7%	Increased
3063	MSA Marino Stram & Associates Braintree, Massachusetts	$944K	-$49.2K	12	0.84%	Reduced
3064	BCP Berkeley Capital Partners Milton, Georgia	$942K	-$57.8K	2	0.55%	Reduced
3065	CWM Catamount Wealth Management Westport, Connecticut	$942K	-$3.29M	4	0.46%	Reduced
3066	SFA Stewardship Financial Advisors Stockbridge, Georgia	$940K	-$9.35K	1	0.47%	Reduced
3067	TIM Tortoise Investment Management White Plains, New York	$939K	+$14.9K	14	0.26%	Increased
3068	HHGA Halbert Hargrove Global Advisors Long Beach, California	$938K	-$24.5K	3	0.25%	Reduced
3069	HPC Hobart Private Capital Charlotte, North Carolina	$925K	+$430K	3	0.75%	Increased
3070	SCG Sonata Capital Group Seattle, Washington	$919K	$0	2	0.66%	Maintained
3071	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$896K	-$8.58K	4	0.62%	Reduced
3072	PIA Pinion Investment Advisors Wichita, Kansas	$893K	+$38.6K	2	1.73%	Increased
3073	KAM Kassirer Asset Management Toronto, Ontario, Canada	$885K	-$827K	1	0.57%	Reduced
3074	CPR CSU Producer Resources Fairfield, Ohio	$884K	$0	1	3.7%	Maintained
3075	CWA Clarus Wealth Advisors Peoria, Arizona	$877K	+$601K	15	0.66%	Increased