← 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
4151	MIM Marshall Investment Management Littleton, Colorado	$17.3M	+$752K	25	7.2%	Increased
4152	IFPG Intrepid Financial Planning Group Carmel, Indiana	$17.3M	+$674K	6	5.88%	Increased
4153	RP RIHO Partners Tucson, Arizona	$17.3M	+$4.34M	1	9.73%	Increased
4154	HIC Harvey Investment Company Louisville, Kentucky	$17.3M	+$418K	7	1.88%	Increased
4155	LFS Lighthouse Financial Services Brea, California	$17.3M	-$4.14M	6	3.63%	Reduced
4156	GSC G&S Capital Denver, Colorado	$17.3M	-$1.64M	6	5%	Reduced
4157	MWM Marion Wealth Management Monroeville, Pennsylvania	$17.2M	-$122K	11	3.51%	Reduced
4158	CVA Central Valley Advisors Sacramento, California	$17.2M	+$293K	10	4.42%	Increased
4159	PWA PCG Wealth Advisors Overland Park, Kansas	$17.2M	+$1.53M	8	3.85%	Increased
4160	CWM Centurion Wealth Management Mclean, Virginia	$17.2M	-$2.65M	16	4.12%	Reduced
4161	MHR Matthew Hamilton Rosenberg	$17.2M	+$477K	27	3.21%	Increased
4162	PCM Perkins Capital Management Wayzata, Minnesota	$17.2M	-$2.79M	5	12.94%	Reduced
4163	BAM Brave Asset Management Summit, New Jersey	$17.2M	+$1.27M	11	3.68%	Increased
4164	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$17.2M	-$764K	13	3.24%	Reduced
4165	JDLA J. Derek Lewis & Associates Newport Beach, California	$17.2M	+$879K	12	3.25%	Increased
4166	CPRC Consolidated Portfolio Review Corp Woodbury, New York	$17.2M	-$6.42M	2	1.43%	Reduced
4167	SI Severin Investments St. Louis, Missouri	$17.2M	+$812K	13	12.93%	Increased
4168	SEP Southland Equity Partners Wildwood, Missouri	$17.2M	+$2.16M	18	3%	Increased
4169	VCM Vines Capital Management Monroe, Louisiana	$17.2M	+$1.22M	8	14.07%	Increased
4170	NWA New World Advisors Hingham, Massachusetts	$17.1M	+$2.95M	14	2.91%	Increased
4171	ADEF ABS Direct Equity Fund Stamford, Connecticut	$17.1M	-$358K	18	10.77%	Reduced
4172	AIM ABS Investment Management Greenwich, Connecticut	$17.1M	+$4.79M	18	10.77%	New
4173	CCM Cadian Capital Management New York	$17.1M	-$4.79M	1	1.3%	Reduced
4174	GGI GPM Growth Investors Bloomfield Hills, Michigan	$17.1M	-$2.54M	3	7.15%	Reduced
4175	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$17.1M	-$3.24M	15	7.91%	Reduced