← 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
4226	JGCM Joseph Group Capital Management Columbus, Ohio	$16.5M	-$848K	26	3.47%	Reduced
4227	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$16.5M	+$1.01M	14	3.92%	Increased
4228	NTIC Napean Trading & Investment Company Singapore	$16.5M	-$59.7M	8	5.66%	Reduced
4229	SLC Second Line Capital Metairie, Louisiana	$16.5M	-$4.23M	8	3.06%	Reduced
4230	IFO Intrepid Family Office Sarasota, Florida	$16.5M	-$5.54M	3	12.17%	Reduced
4231	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$16.4M	-$1.02M	16	10.98%	Reduced
4232	SPF South Plains Financial Lubbock, Texas	$16.4M	-$115K	14	8.81%	Reduced
4233	AIP Avail Investment Partners Lemont, Pennsylvania	$16.4M	+$1.94M	13	12.64%	Increased
4234	TCG Transcendent Capital Group Edmond, Oklahoma	$16.4M	+$4.33M	11	6.38%	Increased
4235	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$16.4M	-$3.42M	26	50.1%	Reduced
4236	RYIA Roehl & Yi Investment Advisors Eugene, Oregon	$16.4M	-$4.82M	13	5.39%	Reduced
4237	GP GLR Partners Columbia, Maryland	$16.4M	+$2.27K	7	7.63%	Increased
4238	USWG U.S. Wealth Group Woodbury, New York	$16.4M	-$511K	5	9.79%	Reduced
4239	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$16.4M	-$67.9K	13	4.42%	Reduced
4240	QIM Quantitative Investment Management Charlottesville, Virginia	$16.3M	-$53.2M	10	1.78%	Reduced
4241	RWPA Richard W. Paul & Associates Novi, Michigan	$16.3M	-$3.95M	15	5%	Reduced
4242	LW Libra Wealth Los Gatos, California	$16.3M	+$479K	7	4.17%	Increased
4243	TP Tranquility Partners Brentwood, Tennessee	$16.3M	+$1.1M	13	5.61%	Increased
4244	PCP Pacific Capital Partners London,	$16.3M	-$10.1M	6	14.12%	Reduced
4245	YWS Yarger Wealth Strategies Westerville, Ohio	$16.3M	+$1.24M	12	5.84%	Increased
4246	ACM Adalta Capital Management New York	$16.3M	+$542K	6	7.14%	Increased
4247	OC Optimas Capital Central, Hong Kong	$16.2M	+$5.9M	2	16.74%	Increased
4248	PI Pettee Investors Rowayton, Connecticut	$16.2M	-$643K	7	7.98%	Reduced
4249	BCM Birmingham Capital Management Birmingham, Alabama	$16.2M	-$2.59M	6	6.16%	Reduced
4250	OPWM Oakwell Private Wealth Management Austin, Texas	$16.2M	-$91.4K	6	2.68%	Reduced