← 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
1451	CIA Covington Investment Advisors Ligonier, Pennsylvania	$166M	-$61.4K	6	21.47%	Reduced
1452	Kultura Capital Management Park City, Utah	$166M	+$47M	19	30.01%	Increased
1453	Valley Wealth Managers Paramus, New Jersey	$166M	-$20.2M	19	9.59%	Reduced
1454	Abner Herrman & Brock Jersey City, New Jersey	$166M	-$5.73M	8	15.74%	Reduced
1455	Simplicity Wealth Summit, New Jersey	$166M	+$44.9M	39	5.59%	Increased
1456	CapWealth Advisors Franklin, Tennessee	$165M	-$6.36M	7	11.33%	Reduced
1457	ICICI Prudential Asset Management Mumbai, India	$165M	+$7.84M	23	18.07%	Increased
1458	MMBG Investment Advisors Miami, Florida	$165M	-$6.86M	8	13.06%	Reduced
1459	VMS Asset Management Hong Kong,	$165M	+$9.45M	17	52.37%	Increased
1460	Maven Securities St Helier, Jersey	$165M	-$130M	3	3.26%	Reduced
1461	Suncoast Equity Management Tampa, Florida	$165M	+$29.7M	8	20.63%	Increased
1462	Magellan Asset Management Sydney, Australia	$165M	-$338M	1	3.68%	Reduced
1463	NorthRock Partners Minneapolis, Minnesota	$164M	-$2.17M	29	2.39%	Reduced
1464	KCM Kensico Capital Management Greenwich, Connecticut	$164M	+$80.7M	2	2.82%	Increased
1465	Ursa Fund Management Danville, California	$164M	+$114M	2	12.84%	New
1466	Roundview Capital Princeton, New Jersey	$164M	+$16.6M	21	8.97%	Increased
1467	Parkwood LLC Cleveland, Ohio	$164M	-$8.76M	8	11.75%	Reduced
1468	SouthState Corp Winter Haven, Florida	$164M	+$6.07M	57	6.84%	Increased
1469	John G. Ullman & Associates Corning, New York	$163M	-$29.5M	17	19.83%	Reduced
1470	Progressive Investment Management Lake Oswego, Oregon	$163M	+$4.89M	15	35.91%	Increased
1471	RFG Advisory Birmingham, Alabama	$163M	+$12.4M	29	2.55%	Increased
1472	Aquatic Capital Management Chicago, Illinois	$163M	-$128M	31	5.58%	Reduced
1473	Blue Trust Inc Alpharetta, Georgia	$162M	-$4.86M	86	1.7%	Reduced
1474	Woodstock Corp Boston, Massachusetts	$162M	-$10.2M	10	13.44%	Reduced
1475	Baltimore-Washington Financial Advisors Columbia, Maryland	$162M	+$2.89M	13	6.04%	Increased