← 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
5801	TC T3 Companies New York	$4.14M	-$22.2M	11	4.42%	Reduced
5802	DAM Directional Asset Management Arlington Heights, Illinois	$4.13M	+$69.4K	4	3.49%	Increased
5803	SC Scratch Capital Boise, Idaho	$4.12M	-$433K	2	2.05%	Reduced
5804	MSWM Master's Wealth Management Lancaster, Pennsylvania	$4.12M	+$940K	9	1.24%	Increased
5805	NMCM Nicholson Meyer Capital Management Kansas City, Missouri	$4.12M	-$18K	2	2.74%	Reduced
5806	FAM Forte Asset Management Bedford, New York	$4.12M	-$837K	3	1.68%	Reduced
5807	ACM Andina Capital Management Lehi, Utah	$4.11M	+$624K	7	6.64%	Increased
5808	2L 25 LLC St. Louis, Missouri	$4.11M	+$881K	6	1.12%	Increased
5809	RF Roxbury Financial Mount Arlington, New Jersey	$4.11M	+$84.9K	21	3.25%	Increased
5810	WI Whitebark Investors Incline Village, Nevada	$4.1M	+$3.49M	1	3.17%	New
5811	SHA Seneca House Advisors Richmond, Virginia	$4.1M	+$886K	5	1.45%	Increased
5812	MLA MB, Levis & Associates Center Valley, Pennsylvania	$4.1M	+$264K	12	1.51%	Increased
5813	CWP Corepath Wealth Partners Scottsdale, Arizona	$4.1M	+$359K	5	2.56%	Increased
5814	P8IP Pier 88 Investment Partners San Francisco, California	$4.1M	-$11.2M	10	0.97%	Reduced
5815	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$4.1M	+$288K	4	1.17%	Increased
5816	DF Downshift Financial Boulder, Colorado	$4.1M	+$800K	36	1.84%	Increased
5817	NCMW Northern Capital Management (Washington) Spokane, Washington	$4.08M	+$248K	6	1.74%	Increased
5818	SRWM Shira Ridge Wealth Management Larkspur, California	$4.08M	+$776K	7	1.42%	Increased
5819	WFA WestHill Financial Advisors San Rafael, California	$4.07M	+$852K	8	0.69%	Increased
5820	AFIA America First Investment Advisors Omaha, Nebraska	$4.06M	+$219K	2	0.75%	Increased
5821	FWSM First Wilshire Securities Management Pasadena, California	$4.06M	-$14.1M	1	0.84%	Reduced
5822	DI DKRT Investments Toronto,	$4.05M	$0	1	0.99%	Maintained
5823	ETS ESL Trust Services Rochester, New York	$4.04M	+$55.3K	9	0.69%	Increased
5824	ETCM Evolutionary Tree Capital Management Alexandria, Virginia	$4.03M	-$4.73M	2	7.61%	Reduced
5825	OCG Opus Capital Group Cincinnati, Ohio	$4.03M	+$427K	4	0.39%	Increased