← 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
3076	CPP Crow Point Partners Boston, Massachusetts	$902K	-$1.01M	6	0.14%	Reduced
3077	PCC Park Circle Company Baltimore, Maryland	$895K	$0	3	0.5%	Maintained
3078	SFA Stewardship Financial Advisors Stockbridge, Georgia	$891K	+$25.5K	1	0.46%	Increased
3079	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$887K	$0	2	0.4%	Maintained
3080	TG TLP Group Evanston, Illinois	$880K	-$1.23M	14	0.61%	Reduced
3081	MC Marcus Capital Northbrook, Illinois	$879K	-$2M	1	3.36%	Reduced
3082	SXL Summit X LLC Chesterfield, Missouri	$875K	-$137K	2	0.55%	Reduced
3083	WCM Weatherstone Capital Management Denver, Colorado	$870K	+$94.2K	2	0.58%	Increased
3084	SA SRH Advisors Salina, Kansas	$867K	$0	5	3.43%	Maintained
3085	SAM Summit Asset Management Memphis, Tennessee	$866K	-$7.24K	2	0.42%	Reduced
3086	DII Domini Impact Investments New York	$865K	+$56.2K	2	17.73%	Increased
3087	DDC Daniel Devine & Co Parkland, Florida	$864K	-$15.9K	1	0.63%	Reduced
3088	CVM Cheviot Value Management Beverly Hills, California	$859K	-$53.9K	2	0.44%	Reduced
3089	Park Avenue Securities New York	$852K	-$284K	3	0.22%	Reduced
3090	GCMG Gyroscope Capital Management Group Naples, Florida	$851K	-$5.58M	1	0.39%	Reduced
3091	PO Private Ocean San Rafael, California	$846K	+$388K	9	0.47%	Increased
3092	LCM Lucas Capital Management Red Bank, New Jersey	$844K	-$99.2K	2	0.73%	Reduced
3093	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$840K	+$810K	18	0.77%	New
3094	OIMU Orbis Investment Management (US) San Francisco, California	$837K	+$793K	1	0.57%	New
3095	Valmark Advisers Akron, Ohio	$837K	+$799K	3	0.02%	New
3096	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$828K	+$842K	2	0.71%	New
3097	AWM AllSquare Wealth Management Albany, New York	$826K	+$42.2K	11	0.65%	Increased
3098	PCM Poehling Capital Management Madison, Wisconsin	$824K	+$799K	12	0.7%	New
3099	NFGCM Norman Fields Gottscho Capital Management New York	$823K	$0	2	0.45%	Maintained
3100	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$820K	+$150K	2	2.71%	Increased