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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1626
Stratos Investment Management
Stratos Investment Management
Ohio
$132M +$16.6M 21 4.77% Increased
1627
Novare Capital Management
Novare Capital Management
North Carolina
$132M -$12.7M 14 9.36% Reduced
1628
Meiji Yasuda America
Meiji Yasuda America
New York
$132M +$27.6M 6 22.03% Increased
1629
Connors Investor Services
Connors Investor Services
Pennsylvania
$132M +$22.3M 11 11.39% Increased
1630
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$132M -$2.58M 16 11.86% Reduced
1631
Waterloo Capital
Waterloo Capital
Texas
$131M +$17.3M 28 7.39% Increased
1632
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$131M -$16.4M 7 12.25% Reduced
1633
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$131M -$21.3M 16 10.78% Reduced
1634
Everhart Financial Group
Everhart Financial Group
Ohio
$131M -$3.86M 35 8.39% Reduced
1635
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$131M -$471K 26 5.72% Reduced
1636
GW Henssler & Associates
GW Henssler & Associates
Georgia
$131M -$4.95M 12 5.82% Reduced
1637
Incline Global Management
Incline Global Management
New York
$131M +$86.3M 8 36.71% Increased
1638
Linscomb Wealth
Linscomb Wealth
Texas
$131M -$15.9M 12 5.67% Reduced
1639
CWM
Cornerstone Wealth Management
Missouri
$131M +$325K 25 5.62% Increased
1640
IFG Advisory
IFG Advisory
Georgia
$131M +$116M 55 4.58% Increased
1641
BBES
Buffalo Business & Estate Services
New York
$130M -$140M 0 – Closed
1642
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$130M -$1.01M 30 4.99% Reduced
1643
Front Street Capital Management
Front Street Capital Management
Montana
$130M -$45.4M 7 14.74% Reduced
1644
Argonautica Private Wealth Management
Argonautica Private Wealth Management
Massachusetts
$129M -$665K 23 31.6% Reduced
1645
SBCM
Silverberg Bernstein Capital Management
New York
$129M -$1.87M 11 49.51% Reduced
1646
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$129M +$2.32M 15 8.26% Increased
1647
Beck Capital Management
Beck Capital Management
Texas
$128M +$2.42M 17 23.63% Increased
1648
Cigna Investments
Cigna Investments
Connecticut
$128M +$24.1K 34 16.58% Increased
1649
Fortis Capital Management
Fortis Capital Management
Washington
$128M +$4.92M 13 14.3% Increased
1650
Capricorn Investment Group
Capricorn Investment Group
California
$128M -$16.4M 1 0.57% Reduced