← 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	HWM Howard Wealth Management Madison, Connecticut	$204K	$0	1	0.19%	Maintained
5077	BSI Bennett Selby Investments Falmouth, Maine	$203K	+$212K	1	0.12%	New
5078	LHEI Leo H. Evart Inc Redwood City, California	$203K	$0	1	0.31%	Maintained
5079	GC Gibson Capital Wexford, Pennsylvania	$203K	$0	1	0.05%	Maintained
5080	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$202K	+$210K	1	0.1%	New
5081	FI FIDELIS iM Medford, Oregon	$201K	+$1.17K	1	0.12%	Increased
5082	IHWM Iron Horse Wealth Management Johston, Iowa	$201K	+$64.9K	20	0.1%	Increased
5083	EIA Eldridge Investment Advisors Manchester, New Hampshire	$200K	$0	1	0.07%	Maintained
5084	WFA West Financial Advisors Des Moines, Iowa	$190K	+$4.57K	2	0.05%	Increased
5085	RTL Red Tortoise LLC Atlanta, Georgia	$185K	+$7.26K	14	0.12%	Increased
5086	Millburn Ridgefield Corp New York	$177K	+$182K	2	0.01%	New
5087	HFS HBC Financial Services Seattle, Washington	$173K	+$9.02K	8	0.13%	Increased
5088	EC Elequin Capital New York	$166K	+$1.2K	2	0.03%	Increased
5089	PS PayPay Securities Tokyo, Japan	$165K	+$69.6K	12	7.53%	Increased
5090	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$157K	+$122K	5	0.16%	Increased
5091	DWA Delos Wealth Advisors Dallas, Texas	$153K	$0	20	0.19%	Maintained
5092	FWA FSC Wealth Advisors Fishkill, New York	$152K	-$38.6K	5	0.16%	Reduced
5093	BIM Bullseye Investment Management Cincinnati, Ohio	$150K	-$147K	1	0.12%	Reduced
5094	RWM Ruedi Wealth Management Champaign, Illinois	$144K	$0	6	0.08%	Maintained
5095	DMKJ David M. Knott Jr	$141K	$0	3	0.05%	Maintained
5096	RF Robinswood Financial Kirkland, Washington	$123K	+$86	4	0.06%	Increased
5097	VFA Virtus Fund Advisers Hartford, Connecticut	$122K	-$159K	1	0.86%	Reduced
5098	AGM Alpine Global Management New York	$119K	-$10.5M	1	0.03%	Reduced
5099	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$118K	+$414	3	0.04%	Increased
5100	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$117K	$0	6	0.08%	Maintained