← 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
5076	BFA BBJS Financial Advisors Seattle, Washington	$97.3K	-$3.1M	1	0.04%	Reduced
5077	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$85K	-$26.3K	5	0.03%	Reduced
5078	IA IFS Advisors Overland Park, Kansas	$68.3K	+$7.22K	5	0.17%	Increased
5079	SOA Sea Otter Advisors Miami, Florida	$63.2K	+$67K	1	0.04%	New
5080	NOI Newton One Investments Newark, Delaware	$62.1K	+$485	3	0.04%	Increased
5081	YAL Your Advocates Ltd Houston, Texas	$60K	+$20.5K	4	0.03%	Increased
5082	Aristeia Capital Greenwich, Connecticut	$52.5K	-$7.14M	1	0%	Reduced
5083	IFS Intelligent Financial Strategies Excelsior, Minnesota	$50.4K	$0	1	0.04%	Maintained
5084	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$44.5K	-$39.8K	4	0.04%	Reduced
5085	DCP Distillate Capital Partners Chicago, Illinois	$37.8K	-$44.6K	3	12.23%	Reduced
5086	MG MilWealth Group Milwaukee, Wisconsin	$34.2K	$0	1	0.01%	Maintained
5087	MIM Manitou Investment Management Toronto, Ontario, Canada	$31.2K	-$41K	1	0.01%	Reduced
5088	PHAM Portland Hill Asset Management London, United Kingdom	$25K	+$27.2K	1	0.06%	New
5089	LG LAM Group Lake Oswego, Oregon	$23.8K	-$9.3K	3	0.02%	Reduced
5090	RCM Ravenstone Capital Management Toronto,	$21.4K	+$12.1K	2	0.02%	Increased
5091	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$20K	$0	3	0.01%	Maintained
5092	PLU Performa Ltd (US) Charleston, South Carolina	$19.2K	-$63.6K	1	0.01%	Reduced
5093	ARS Adirondack Retirement Specialists Queensbury, New York	$13.9K	-$2.31K	2	0.01%	Reduced
5094	EA Evolution Advisers Richmond, Virginia	$13K	+$1.72K	3	0.01%	Increased
5095	AP Advisors Preferred Rockville, Maryland	$12.6K	-$3.8K	1	0%	Reduced
5096	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$11.1K	$0	1	0.01%	Maintained
5097	CCP Corbin Capital Partners New York	$4.91K	+$6.72K	1	0%	New
5098	GWM Grand Wealth Management Grand Rapids, Michigan	$3.59K	+$3.15K	1	0%	New
5099	AIA Arcadia Investment Advisors Eagle, Idaho	$2.48K	-$1.34K	1	0%	Reduced
5100	TCM Tuttle Capital Management Riverside, Connecticut	$1.49K	+$12.2K	1	0.01%	New