← 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
3101	SRC Sage Rhino Capital Menlo Park, California	$1.09M	+$279K	4	0.7%	Increased
3102	AWM Alterna Wealth Management Houston, Texas	$1.08M	-$2.57M	3	1.3%	Reduced
3103	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$1.07M	$0	5	0.66%	Maintained
3104	FSC Full Sail Capital Oklahoma City, Oklahoma	$1.07M	-$471K	3	0.3%	Reduced
3105	SM Southport Management Wilson, Wyoming	$1.06M	-$2.15M	1	7.19%	Reduced
3106	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.06M	+$265K	3	0.44%	Increased
3107	TIM Tortoise Investment Management White Plains, New York	$1.05M	+$69.2K	20	0.27%	Increased
3108	FAG Financial Advisory Group Houston, Texas	$1.05M	+$54.4K	2	0.28%	Increased
3109	IMC Chicago Chicago, Illinois	$1.05M	-$1.38M	1	0%	Reduced
3110	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$1.05M	-$423K	22	0.51%	Reduced
3111	CWM Centric Wealth Management Chicago, Illinois	$1.05M	+$39.2K	2	0.91%	Increased
3112	UCI Uncommon Cents Investing Janesville, Wisconsin	$1.04M	-$27.6K	1	0.68%	Reduced
3113	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$1.04M	$0	1	0.7%	Maintained
3114	AI ArchPoint Investors Coral Gables, Florida	$1.03M	-$448K	2	0.33%	Reduced
3115	Apollon Wealth Management Mount Pleasant, South Carolina	$1.02M	+$212K	3	1.17%	Increased
3116	HPCM High Pointe Capital Management Chicago, Illinois	$1.02M	-$1.78M	3	1.42%	Reduced
3117	RGNCM R.G. Niederhoffer Capital Management New York	$1.01M	+$700K	3	5.91%	Increased
3118	SCP Stamos Capital Partners Menlo Park, California	$1.01M	-$1.22M	1	1.01%	Reduced
3119	CWM Campbell Wealth Management Alexandria, Virginia	$1.01M	-$2.79K	3	0.24%	Reduced
3120	NC Noked Capital Tel Aviv, Israel	$1.01M	-$452K	3	1.23%	Reduced
3121	NI Noked Israel Ramat Hasharon, Israel	$1.01M	-$452K	3	1.23%	Reduced
3122	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.01M	-$71.8K	5	0.46%	Reduced
3123	UM Ulysses Management New York	$1M	+$456K	1	0.09%	Increased
3124	AFA Arlington Financial Advisors Santa Barbara, California	$1M	-$111K	1	0.57%	Reduced
3125	Select Equity Group New York	$998K	-$2.11M	1	0.01%	Reduced