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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
1826
GIS
Guardian Investor Services
New York
$3.79M +$3.77M 16 3.25% New
1827
HCM
Hillman Capital Management
Maryland
$3.78M +$3.78M 3 5.26% New
1828
HCA
Horan Capital Advisors
Ohio
$3.77M +$3.81M 3 5.73% New
1829
NCM
Newland Capital Management
New York
$3.77M +$3.72M 2 2.56% New
1830
ATC
Adirondack Trust Company
New York
$3.75M +$3.76M 12 3.41% New
1831
OFS
Orrstown Financial Services
Pennsylvania
$3.75M +$3.75M 6 5.44% New
1832
BST
Bath Savings Trust
Maine
$3.73M +$3.77M 3 1.74% New
1833
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$3.72M +$3.56M 3 0.12% New
1834
SCM
Siphron Capital Management
California
$3.71M +$3.7M 5 3.56% New
1835
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$3.7M +$3.42M 3 1.84% New
1836
WPIC
White Pine Investment Company
Michigan
$3.7M +$3.61M 1 2.94% New
1837
BWP
Baldwin Wealth Partners
Massachusetts
$3.69M +$3.78M 6 0.73% New
1838
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$3.69M +$3.68M 3 0.29% New
1839
LCM
Lucas Capital Management
New Jersey
$3.68M +$3.82M 3 1.06% New
1840
CFA
Camarda Financial Advisors
Florida
$3.68M +$3.61M 3 3.37% New
1841
MMG
Monetary Management Group
Missouri
$3.67M +$3.79M 3 2.01% New
1842
CWA
Constellation Wealth Advisors
New York
$3.67M +$3.75M 2 0.44% New
1843
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$3.66M +$3.65M 63 0.3% New
1844
IMIM
Irving Magee Investment Management
Pennsylvania
$3.66M +$3.65M 1 2.02% New
1845
HKIM
Hayek Kallen Investment Management
Alabama
$3.65M +$3.65M 2 3.09% New
1846
ICOA
Investment Centers of America
North Dakota
$3.64M +$3.59M 5 1% New
1847
Global X Management Company
Global X Management Company
New York
$3.64M +$3.41M 6 0.6% New
1848
AB
Atlas Brown
Kentucky
$3.63M +$3.59M 5 0.78% New
1849
FPA
Fieldpoint Private Advisors
New York
$3.63M +$3.79M 1 2.23% New
1850
ZL
Zeke LP
Pennsylvania
$3.62M +$3.74M 2 4.74% New