← 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
3176	BL Bleichroeder LP New York	$34.2M	-$4.27M	4	6.12%	Reduced
3177	LC LCNB Corp Lebanon, Ohio	$34.2M	-$1.54M	16	10.5%	Reduced
3178	SW Solidarity Wealth Lehi, Utah	$34.2M	-$601K	10	5.96%	Reduced
3179	WIC Water Island Capital New York	$34.2M	+$20.2M	2	3.18%	Increased
3180	LCM LCM Capital Management Chicago, Illinois	$34.2M	+$2.45M	17	14.84%	Increased
3181	WI WBI Investments Red Bank, New Jersey	$34.1M	+$9.15M	18	8.45%	Increased
3182	ECM Explore Capital Management Wilmington, Delaware	$34.1M	-$13.4M	3	29.91%	Reduced
3183	LN Lightrock Netherlands Utrecht, Netherlands	$34.1M	-$17.2M	3	6.73%	Reduced
3184	DWM Ducere Wealth Management Newport Beach, California	$34.1M	+$5.57M	15	10.24%	Increased
3185	OPW Osprey Private Wealth New York	$34M	+$6M	5	8.79%	Increased
3186	RSA River Street Advisors Aurora, Illinois	$34M	-$2.02M	8	10.02%	Reduced
3187	AI AXS Investments Port Chester, New York	$34M	-$117K	14	9.63%	Reduced
3188	CWI Conscious Wealth Investments Coral Gables, Florida	$34M	+$54.5K	5	17.46%	Increased
3189	ESB Essex Savings Bank Essex, Connecticut	$33.9M	-$1.92M	22	7.33%	Reduced
3190	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$33.9M	+$946K	18	2.57%	Increased
3191	SH SLT Holdings Scottsdale, Arizona	$33.9M	-$4.38M	15	21.13%	Reduced
3192	TL Tradewinds LLC Raleigh, North Carolina	$33.8M	-$19.8M	12	7.62%	Reduced
3193	UBG United Bank (Georgia) Zebulon, Georgia	$33.8M	+$698K	7	10.27%	Increased
3194	MHC May Hill Capital Cohasset, Massachusetts	$33.8M	+$3.62M	24	7.05%	Increased
3195	Accredited Investors Edina, Minnesota	$33.7M	+$836K	16	1.46%	Increased
3196	AWM Accel Wealth Management Waverly, Iowa	$33.7M	+$442K	19	7.58%	Increased
3197	Element Capital Management New York	$33.6M	+$2.95M	3	1.05%	Increased
3198	BTD BankPlus Trust Department Jackson, Mississippi	$33.6M	-$1M	21	7.86%	Reduced
3199	ECM English Capital Management Bloomfield Hills, Michigan	$33.6M	+$38.3M	4	15.44%	Increased
3200	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$33.5M	+$10.8M	21	8.35%	Increased