← 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
7026	DILIH Dai-ichi Life International Holdings Tokyo, Japan	$245K	+$194K	1	7.78%	New
7027	SCS Southern Capital Services Daphne, Alabama	$245K	$0	1	0.14%	Maintained
7028	GM Granger Management New York	$245K	+$196K	1	0.08%	New
7029	EA Evolution Advisers Richmond, Virginia	$243K	+$46.8K	37	0.09%	Increased
7030	BM Belfer Management New York	$243K	$0	1	4.02%	Maintained
7031	CG Castellan Group Louisville, Kentucky	$242K	+$157K	1	0.03%	New
7032	EU Emory University Atlanta, Georgia	$242K	$0	1	0.15%	Maintained
7033	GOCP Great Oak Capital Partners South Easton, Massachusetts	$241K	-$39.5K	1	0.05%	Reduced
7034	SI Stash Investments New York	$239K	+$245K	1	0.08%	New
7035	CFG Compton Financial Group Towson, Maryland	$238K	+$202K	1	0.05%	New
7036	LGM L1 Global Manager Melbourne,	$238K	+$210K	1	0.17%	New
7037	BAM Belleair Asset Management Belleair Bluffs, Florida	$237K	+$243K	1	0.2%	New
7038	FFS Forge Financial Services Edmond, Oklahoma	$235K	+$186K	1	0.02%	New
7039	AFO Aurelius Family Office Bedford, New Hampshire	$234K	+$249K	1	0.09%	New
7040	EI eCIO Inc Madison, Wisconsin	$231K	+$215K	1	0.07%	New
7041	CIA Christian Investment Advisors New Braunfels, Texas	$231K	+$150K	1	0.14%	New
7042	MFG Mendota Financial Group Madison, Wisconsin	$229K	+$194K	1	0.14%	New
7043	MWML Morrissey Wealth Management, LLC North Haven, Connecticut	$229K	+$201K	1	0.14%	New
7044	LAM Lummis Asset Management Fort Worth, Texas	$227K	+$31.5K	10	0.14%	Increased
7045	AWMA Arbor Wealth Management (Arizona) Tempe, Arizona	$227K	+$180K	1	0.2%	New
7046	NCM Notable Capital Management Menlo Park, California	$226K	$0	1	0.44%	Maintained
7047	KFP Kroeger Financial Partners Grass Valley, California	$225K	+$203K	5	0.22%	New
7048	FLA Financial Life Advisors San Antonio, Texas	$222K	+$228K	1	0.06%	New
7049	NL NDWM LLC La Jolla, California	$222K	+$157K	1	0.13%	New
7050	TPC Tiger Pacific Capital New York	$221K	+$235K	1	0.1%	New