← 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
3476	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$668K	$0	2	0.25%	Maintained
3477	GEM Global Endowment Management Charlotte, North Carolina	$667K	+$64.1K	2	0.05%	Increased
3478	TI TTP Investments San Jose, California	$666K	$0	1	0.77%	Maintained
3479	MGIA Matthew Goff Investment Advisor Houston, Texas	$663K	+$198K	2	0.25%	Increased
3480	PWS Private Wealth Strategies New Albany, Ohio	$658K	+$616K	2	0.26%	New
3481	FM Family Management New York	$657K	+$839	1	0.23%	Increased
3482	BCM Bienville Capital Management New York	$656K	+$200K	2	0.17%	Increased
3483	DOA D'Orazio & Associates Falls Church, Virginia	$655K	-$21.9K	10	0.19%	Reduced
3484	NWA New World Advisors Hingham, Massachusetts	$653K	$0	1	0.4%	Maintained
3485	CAL Capital Advisors Ltd Shaker Heights, Ohio	$652K	-$76.6K	6	0.17%	Reduced
3486	BIA BHK Investment Advisors Birmingham, Alabama	$650K	-$43.6K	1	0.37%	Reduced
3487	CCM Canal Capital Management Richmond, Virginia	$647K	-$51.9K	2	0.33%	Reduced
3488	TA Trellis Advisors Ellensburg, Washington	$647K	+$418	1	0.51%	Increased
3489	KFS Kelly Financial Services Braintree, Massachusetts	$645K	-$109K	21	0.49%	Reduced
3490	FC Farley Capital New York	$642K	+$608K	1	0.64%	New
3491	BWA Beam Wealth Advisors Covington, Louisiana	$641K	+$605K	2	0.6%	New
3492	GAG GM Advisory Group Melville, New York	$640K	-$217K	1	0.2%	Reduced
3493	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$639K	+$278K	1	1.14%	Increased
3494	MAM Marquette Asset Management Minneapolis, Minnesota	$637K	-$34.5K	10	0.21%	Reduced
3495	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$629K	+$85.9K	4	0.2%	Increased
3496	CHA Cooper/Haims Advisors Victor, New York	$625K	+$230K	2	0.34%	Increased
3497	&Partners Nashville, Tennessee	$622K	+$314K	2	0.74%	Increased
3498	I INVST Indianapolis, Indiana	$621K	+$573K	3	0.23%	New
3499	BC Barnett & Company Chattanooga, Tennessee	$620K	-$76K	9	0.38%	Reduced
3500	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$605K	-$2.14M	5	0.24%	Reduced