← 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
3276	SA Sunesis Advisors Overland Park, Kansas	$223K	+$206K	1	0.23%	New
3277	BO Bach Option Wanchai, Hong Kong	$222K	-$629K	1	0.07%	Reduced
3278	AFIA America First Investment Advisors Omaha, Nebraska	$221K	+$8.63K	4	0.07%	Increased
3279	NCM New Capital Management Houston, Texas	$221K	+$2.24K	3	0.36%	Increased
3280	SCA Stillwater Capital Advisors Devon, Pennsylvania	$220K	-$25.8K	1	0.05%	Reduced
3281	AIA Arbor Investment Advisors Winston Salem, North Carolina	$219K	$0	1	0.08%	Maintained
3282	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$219K	+$146	1	0.17%	Increased
3283	CFG CKW Financial Group Honolulu, Hawaii	$217K	+$44.2K	5	0.04%	Increased
3284	LCH Lee Capital Holdings New York	$217K	-$5.5K	1	0.16%	Reduced
3285	GIM Greenwich Investment Management Norwalk, Connecticut	$216K	+$197K	1	0.23%	New
3286	RGIA Rainier Group Investment Advisory Bellevue, Washington	$215K	+$195K	1	0.08%	New
3287	RC RBO & Co Saint Helena, California	$213K	$0	1	0.05%	Maintained
3288	Allstate Corporation Northbrook, Illinois	$212K	-$14.7K	1	0.01%	Reduced
3289	GG GenWealth Group Maplewood, New Jersey	$212K	+$215K	1	0.1%	New
3290	AIP Ahrens Investment Partners Lafayette, Louisiana	$206K	+$191K	1	0.08%	New
3291	WAM Watermark Asset Management San Ramon, California	$205K	-$16.8K	8	0.08%	Reduced
3292	Reinhart Partners Mequon, Wisconsin	$204K	-$218K	1	0.02%	Reduced
3293	ACG Allen Capital Group Grand Island, Nebraska	$201K	-$331K	1	0.07%	Reduced
3294	PA Prism Advisors Studio City, California	$201K	+$206K	1	0.12%	New
3295	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$197K	-$2.04K	1	0.1%	Reduced
3296	LYV Live Your Vision West Conshohocken, Pennsylvania	$197K	-$27.9K	3	0.06%	Reduced
3297	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$194K	$0	2	0.08%	Maintained
3298	Hershey Trust Company Hershey, Pennsylvania	$185K	$0	1	0%	Maintained
3299	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$178K	$0	6	0.1%	Maintained
3300	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$177K	$0	5	0.11%	Maintained