← 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
3151	CM Columbus Macro New Castle, Pennsylvania	$514K	+$16.7K	1	0.13%	Increased
3152	CFIA Cantor Fitzgerald Investment Advisors New York	$500K	+$329	1	0.06%	Increased
3153	BW Biegel & Waller Columbia, Maryland	$498K	+$5.67K	2	0.29%	Increased
3154	SPL Smart Portfolios LLC Seattle, Washington	$497K	-$4.87K	3	0.31%	Reduced
3155	FPCM Financial Partners Capital Management New York	$496K	-$28.5K	2	0.14%	Reduced
3156	FFS Founders Financial Securities Towson, Maryland	$482K	+$30.7K	1	0.13%	Increased
3157	NWS Newport Wealth Strategies Irvine, California	$479K	-$250K	1	0.61%	Reduced
3158	FIG FundX Investment Group San Francisco, California	$472K	+$215K	2	0.26%	Increased
3159	NWM Northwest Wealth Management Spencer, Iowa	$467K	+$121K	11	0.35%	Increased
3160	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$466K	-$50.7K	1	0.05%	Reduced
3161	KLI Kelman-Lazarov Inc Memphis, Tennessee	$465K	-$31K	1	0.27%	Reduced
3162	TG TLP Group Evanston, Illinois	$460K	+$72.6K	11	0.73%	Increased
3163	BC Barnett & Company Chattanooga, Tennessee	$458K	+$91.5K	5	0.21%	Increased
3164	CMT Capital Markets Trading Frankfurt, Germany	$458K	-$15M	1	0.01%	Reduced
3165	CAM Concorde Asset Management Ann Arbor, Michigan	$457K	+$37.5K	1	0.45%	Increased
3166	AIA Arrow Investment Advisors Laurel, Maryland	$456K	+$420K	1	0.15%	New
3167	RWM Raffa Wealth Management Washington, District of Columbia	$449K	+$71.2K	24	0.16%	Increased
3168	Centiva Capital New York	$448K	-$928K	2	0.04%	Reduced
3169	AIM Avity Investment Management Greenwich, Connecticut	$447K	+$210K	2	0.05%	Increased
3170	MRI Mad River Investors Boston, Massachusetts	$446K	$0	1	0.34%	Maintained
3171	DCM Dimension Capital Management Coral Gables, Florida	$445K	+$33K	1	0.21%	Increased
3172	Balentine LLC Atlanta, Georgia	$441K	+$398K	16	0.03%	Increased
3173	RMC Regis Management Company Menlo Park, California	$440K	$0	1	0.07%	Maintained
3174	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$439K	-$337K	1	0.43%	Reduced
3175	TI TTP Investments San Jose, California	$429K	$0	1	0.3%	Maintained