← 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
3801	CA CWC Advisors Lake Oswego, Oregon	$22M	-$2.81M	8	9.77%	Reduced
3802	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$22M	-$866K	19	5.57%	Reduced
3803	GCA Genesee Capital Advisors Auburn, New York	$22M	+$4.15M	11	6.92%	Increased
3804	TW Traveka Wealth Los Altos, California	$22M	+$1.27M	16	7.3%	Increased
3805	SS Spinecap SAS Paris, France	$21.9M	-$751K	2	6.55%	Reduced
3806	IRAG Investment Research & Advisory Group Atlanta, Georgia	$21.9M	-$413K	18	6.77%	Reduced
3807	AI Arvest Investments Lowell, Arkansas	$21.9M	-$129K	8	2.65%	Reduced
3808	AC Axon Capital New York	$21.9M	-$1.69M	3	29.74%	Reduced
3809	LWM LJI Wealth Management Indianapolis, Indiana	$21.9M	+$1.09M	13	3.07%	Increased
3810	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$21.9M	+$1.86M	12	2.57%	Increased
3811	AC Arrow Capital Sydney, Australia	$21.9M	+$7.1M	4	18.61%	Increased
3812	SAM Silphium Asset Management London, United Kingdom	$21.9M	+$2.19M	9	7.37%	Increased
3813	TCWM Total Clarity Wealth Management St. Charles, Illinois	$21.8M	-$488K	21	4.24%	Reduced
3814	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$21.8M	-$21.9K	2	3.52%	Reduced
3815	GA GSG Advisors Mount Laurel, New Jersey	$21.8M	+$954K	15	4.8%	Increased
3816	TS TradeWell Securities Fort Wayne, Indiana	$21.8M	+$16.5K	4	7.77%	Increased
3817	PGA Portland Global Advisors Portland, Maine	$21.8M	-$87.3K	12	2.07%	Reduced
3818	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$21.7M	-$762K	10	7.59%	Reduced
3819	SW SkyOak Wealth Southfield, Michigan	$21.7M	-$2.37M	12	3.55%	Reduced
3820	FC FCA Corp Houston, Texas	$21.7M	+$1.43M	14	5.35%	Increased
3821	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$21.7M	-$14.9M	3	2.11%	Reduced
3822	GIS Graphene Investments SAS Paris, France	$21.7M	-$3.96M	4	12.62%	Reduced
3823	BCM Bannerstone Capital Management Wayzata, Minnesota	$21.6M	+$500K	15	18.17%	Increased
3824	CH Canton Hathaway Providence, Rhode Island	$21.6M	-$901K	15	4.15%	Reduced
3825	ACL APEIRON Capital Ltd Hong Kong	$21.6M	+$5.71M	5	13.89%	Increased