← 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
3426	KTA Keeley-Teton Advisors Chicago, Illinois	$211K	+$206K	1	0.02%	New
3427	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$210K	$0	1	0.04%	Maintained
3428	HC Hamilton Capital Columbus, Ohio	$209K	-$1.32M	1	0.1%	Reduced
3429	PCMC Private Capital Management (Colorado) Denver, Colorado	$206K	+$197K	1	0.14%	New
3430	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$205K	-$207K	1	0.15%	Reduced
3431	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$204K	+$204K	1	0.28%	New
3432	BHTS Bar Harbor Trust Services Ellsworth, Maine	$204K	+$195K	1	0.11%	New
3433	Davidson Kempner Capital Management New York	$204K	-$10.2M	1	0%	Reduced
3434	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$204K	-$30.1K	1	0.12%	Reduced
3435	WA WP Advisors San Francisco, California	$204K	+$1.43K	1	0.23%	Increased
3436	EAM Exane Asset Management Paris, France	$202K	-$1.58M	1	0.16%	Reduced
3437	AGM Alpine Global Management New York	$202K	+$194K	1	0.05%	New
3438	NCM New Capital Management Houston, Texas	$200K	+$5.34K	4	0.17%	Increased
3439	GWA Guidant Wealth Advisors Palatine, Illinois	$181K	+$3.29K	4	0.07%	Increased
3440	HS Horan Securities Cincinnati, United States	$178K	+$19K	7	0.2%	Increased
3441	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$171K	$0	9	0.18%	Maintained
3442	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$170K	+$359	6	0.07%	Increased
3443	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$170K	+$2.36K	5	0.06%	Increased
3444	SWM Selective Wealth Management Forest, Virginia	$162K	+$164K	18	0.22%	New
3445	OAJ Ogorek Anthony Joseph Williamsville, New York	$161K	-$5.03K	7	0.1%	Reduced
3446	AWM Avondale Wealth Management West Lake Hills, Texas	$160K	$0	5	0.26%	Maintained
3447	VIM Veritas Investment Management London, United Kingdom	$159K	+$154K	1	0.01%	New
3448	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$153K	$0	2	0.07%	Maintained
3449	CIR Clear Investment Research Alpharetta, Georgia	$148K	$0	22	0.32%	Maintained
3450	Whitebox Advisors Minneapolis, Minnesota	$141K	+$133K	1	0.01%	New