← 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
1926	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$2.85M	+$2.83M	2	2.04%	New
1927	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$2.85M	+$2.8M	2	1.55%	New
1928	PTB Pioneer Trust Bank Salem, Oregon	$2.85M	+$2.8M	3	2.21%	New
1929	BT Bankers Trust Des Moines, Iowa	$2.84M	+$2.82M	3	2.12%	New
1930	CG Clinton Group New York	$2.82M	+$2.83M	6	0.92%	New
1931	CHAM Clear Harbor Asset Management Stamford, Connecticut	$2.82M	+$2.75M	5	0.84%	New
1932	Ronald Blue & Co Roswell, Georgia	$2.82M	+$2.79M	7	0.23%	New
1933	SSI Scott & Selber Inc Houston, Texas	$2.82M	+$2.58M	1	2.47%	New
1934	LCG Lisanti Capital Growth New York	$2.81M	+$2.28M	1	1.35%	New
1935	FIM Freedom Investment Management Hartford, Connecticut	$2.81M	+$2.82M	9	0.96%	New
1936	SA Strategic Advisors New York	$2.81M	+$2.81M	3	2.51%	New
1937	LWM Lyons Wealth Management Winter Park, Florida	$2.81M	+$3.54M	3	2.84%	New
1938	VWM Vector Wealth Management Minneapolis, Minnesota	$2.8M	+$2.77M	2	2.05%	New
1939	WCM Weik Capital Management Wyomissing, Pennsylvania	$2.78M	+$2.76M	1	1.95%	New
1940	IIM Ironwood Investment Management Boston, Massachusetts	$2.78M	+$2.23M	2	0.49%	New
1941	ECM EII Capital Management New York	$2.78M	+$2.84M	1	0.07%	New
1942	GAM Gould Asset Management Claremont, California	$2.78M	+$2.76M	1	1.73%	New
1943	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.77M	+$2.7M	1	2%	New
1944	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.77M	+$2.71M	2	1.87%	New
1945	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.77M	+$2.72M	13	2.05%	New
1946	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$2.76M	+$2.71M	4	1.78%	New
1947	Benjamin F. Edwards & Company St. Louis, Missouri	$2.75M	+$2.77M	9	1.1%	New
1948	RP Realm Partners New York	$2.75M	+$2.87M	1	2.28%	New
1949	RCM Reynolds Capital Management Las Vegas, Nevada	$2.75M	+$2.58M	12	2.01%	New
1950	ACM Ashford Capital Management Wilmington, Delaware	$2.74M	+$2.66M	4	0.59%	New