← 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
3576	WA Wealthstar Advisors Plano, Texas	$25.6M	+$3.31M	8	7.47%	Increased
3577	TBNY Trustco Bank (New York) Albany, New York	$25.6M	+$1.06M	8	18.66%	Increased
3578	RA Riversedge Advisors Wilmington, Delaware	$25.6M	+$3.53M	22	3.37%	Increased
3579	FC Fjell Capital Fargo, North Dakota	$25.6M	-$1.03M	7	17.44%	Reduced
3580	LFP Leeward Financial Partners Bellevue, Washington	$25.6M	+$4.99M	9	6.7%	Increased
3581	DJYG David J. Yvars Group University Park, Florida	$25.5M	+$2.23M	10	12.06%	Increased
3582	FSA Financial Security Advisor Virginia Beach, Virginia	$25.5M	-$340K	14	4.16%	Reduced
3583	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$25.5M	+$225K	14	2.28%	Increased
3584	VC Vicus Capital State College, Pennsylvania	$25.5M	+$3.87M	15	1.65%	Increased
3585	WCM Weber Capital Management San Francisco, California	$25.5M	-$155K	1	21.69%	Reduced
3586	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$25.4M	+$129K	13	10.6%	Increased
3587	SS STG Securities New York	$25.4M	+$24.4M	15	1.76%	New
3588	WAG Winthrop Advisory Group Boston, Massachusetts	$25.4M	+$4.55M	17	1.71%	Increased
3589	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$25.4M	-$833K	13	5.05%	Reduced
3590	GC Garde Capital Seattle, Washington	$25.4M	+$930K	14	1.14%	Increased
3591	AIC Argus Investors Counsel New York	$25.4M	-$628K	11	19.53%	Reduced
3592	MFS Madrona Financial Services Everett, Washington	$25.3M	+$66.3K	9	4.67%	Increased
3593	NWM Northwest Wealth Management Spencer, Iowa	$25.3M	+$474K	18	3.34%	Increased
3594	SR Swiss Re Zurich, Switzerland	$25.3M	+$18.8M	21	2.3%	Increased
3595	MIM Meros Investment Management Dallas, Texas	$25.3M	-$889K	3	8.03%	Reduced
3596	AWM Ariadne Wealth Management Santa Barbara, California	$25.3M	-$1.62M	22	11.19%	Reduced
3597	CRCM Cat Rock Capital Management Greenwich, Connecticut	$25.3M	-$3.73M	1	5.87%	Reduced
3598	BCP BlackBarn Capital Partners New York	$25.3M	-$25.6M	1	2.13%	Reduced
3599	TIA Tiemann Investment Advisors Menlo Park, California	$25.3M	-$974K	19	9.16%	Reduced
3600	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$25.3M	+$1.09M	12	11.98%	Increased