← 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
2126	BCA Benchmark Capital Advisors New York	$1.43M	+$1.44M	3	1.1%	New
2127	WMC Westwood Management Corporation Chicago, Illinois	$1.42M	+$1.41M	1	0.31%	New
2128	TAM Tealwood Asset Management Minneapolis, Minnesota	$1.42M	+$1.47M	2	0.71%	New
2129	Brinker Capital Berwyn, Pennsylvania	$1.42M	+$1.38M	4	0.15%	New
2130	FAM Forty4 Asset Management Chicago, Illinois	$1.42M	+$1.1M	1	0.5%	New
2131	ECAM East Coast Asset Management Essex, Massachusetts	$1.41M	+$1.4M	7	0.76%	New
2132	Hillsdale Investment Management Toronto, Ontario, Canada	$1.41M	+$1.42M	7	0.46%	New
2133	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.4M	+$1.34M	2	0.93%	New
2134	SC Sophrosyne Capital New York	$1.39M	+$1.5M	2	1.09%	New
2135	BAM Banta Asset Management Newport Beach, California	$1.38M	+$1.43M	2	3.81%	New
2136	BG Bollard Group Boston, Massachusetts	$1.38M	+$1.35M	2	0.27%	New
2137	CSC Cove Street Capital El Segundo, California	$1.37M	+$1.4M	1	0.3%	New
2138	EM Excalibur Management Waltham, Massachusetts	$1.37M	+$1.34M	2	1.7%	New
2139	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.37M	+$1.38M	3	1.72%	New
2140	SAM Strategy Asset Managers Pasadena, California	$1.36M	+$1.35M	3	0.32%	New
2141	MS Madison Scottsdale Scottsdale, Arizona	$1.35M	+$1.37M	4	1.33%	New
2142	PWW Pettyjohn Wood & White Lynchburg, Virginia	$1.35M	+$1.41M	1	0.85%	New
2143	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.34M	+$1.34M	10	1.15%	New
2144	Waverly Advisors Birmingham, Alabama	$1.33M	+$1.34M	4	0.77%	New
2145	WI Wedgewood Investors Erie, Pennsylvania	$1.33M	+$1.31M	2	1.71%	New
2146	Gradient Investments Arden Hills, Minnesota	$1.3M	+$1.27M	6	0.49%	New
2147	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$1.3M	+$1.33M	4	0.09%	New
2148	PWAG Polaris Wealth Advisory Group San Rafael, California	$1.3M	+$1.32M	5	0.52%	New
2149	CI Cowen Inc New York	$1.3M	+$1.26M	3	0.13%	New
2150	AC Alexandria Capital Arlington, Virginia	$1.29M	+$1.31M	14	0.63%	New