← 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
4826	NIM NXG Investment Management Dallas, Texas	$10.6M	+$8.51M	1	0.47%	New
4827	BU Brown University Providence, Rhode Island	$10.6M	$0	1	9.5%	Maintained
4828	WA Wilmar Advisors Juno Beach, Florida	$10.6M	-$2.52M	3	7.68%	Reduced
4829	NC Nightview Capital Austin, Texas	$10.6M	$0	1	7.93%	Maintained
4830	M1FG Mach-1 Financial Group Rogers, Arkansas	$10.6M	-$3.49M	12	4.1%	Reduced
4831	WFS Widmann Financial Services Bowie, Maryland	$10.6M	+$787K	10	5.68%	Increased
4832	EFA Evernest Financial Advisors Carmel, Indiana	$10.6M	-$439K	11	2.21%	Reduced
4833	GFG Greenbush Financial Group Albany, New York	$10.6M	-$281K	2	3.11%	Reduced
4834	CCC Cincinnati Casualty Company Fairfield, Ohio	$10.6M	$0	2	5.61%	Maintained
4835	ABLA Alan B. Lancz & Associates Toledo, Ohio	$10.5M	-$208K	10	9.17%	Reduced
4836	TCCM Two Creeks Capital Management New York	$10.5M	-$117M	2	7.56%	Reduced
4837	AIM Alhambra Investment Management Palmetto Bay, Florida	$10.5M	-$47.4K	14	4.6%	Reduced
4838	PHIC Pine Haven Investment Counsel Fairhaven, Massachusetts	$10.5M	-$125K	9	7.08%	Reduced
4839	OA Oasis Advisors Forest City, Iowa	$10.5M	-$39.8M	1	6.82%	Reduced
4840	PSF Pacific Sun Financial Los Angeles, California	$10.5M	+$684K	9	4.33%	Increased
4841	SMG Smart Money Group Eastland, Texas	$10.5M	+$103K	6	2.7%	Increased
4842	EWP Elevation Wealth Partners Santa Rosa, California	$10.5M	+$1.68M	52	3.14%	Increased
4843	1NWS 1 North Wealth Services Annapolis, Maryland	$10.5M	-$2.75M	15	3.43%	Reduced
4844	ICM Ionic Capital Management New York	$10.5M	-$5.43M	9	1.52%	Reduced
4845	MEAC M.E. Allison & Co San Antonio, Texas	$10.5M	+$628K	12	6.03%	Increased
4846	NG Northstar Group New York	$10.5M	+$220K	11	1.35%	Increased
4847	EW Element Wealth Ridgeland, Mississippi	$10.5M	+$1.68M	11	3.92%	Increased
4848	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$10.5M	+$457K	9	2.1%	Increased
4849	CFA Cahill Financial Advisors Edina, Minnesota	$10.5M	+$1.04M	12	1%	Increased
4850	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$10.4M	-$177K	3	4.83%	Reduced