← 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
2151	LA LVW Advisors Pittsford, New York	$77.1M	+$2.45M	25	6.66%	Increased
2152	TCM Tuttle Capital Management Riverside, Connecticut	$76.9M	+$62.8M	28	51.85%	Increased
2153	Gates Capital Management New York	$76.9M	-$97.6M	1	1.85%	Reduced
2154	MWAM Manhattan West Asset Management Los Angeles, California	$76.9M	+$5.44M	13	12.84%	Increased
2155	HJIM Henry James International Management New York	$76.9M	-$274K	9	23.03%	Reduced
2156	JSL JT Stratford LLC Gainesville, Georgia	$76.8M	+$8.31M	17	8.42%	Increased
2157	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$76.5M	-$11.9M	7	17.13%	Reduced
2158	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$76.5M	+$1.31M	20	4.07%	Increased
2159	QC Quent Capital New York	$76.4M	+$4.94M	62	4.7%	Increased
2160	SGM Scalar Gauge Management Dallas, Texas	$76.4M	+$24.3M	10	42.08%	Increased
2161	TF Telligent Fund Hong Kong	$76.4M	+$10.8M	11	56.29%	Increased
2162	AWC Abundance Wealth Counselors State College, Pennsylvania	$76.2M	+$30.4M	22	4.95%	Increased
2163	KCM Kathmere Capital Management Wayne, Pennsylvania	$76.2M	+$7.77M	30	4.03%	Increased
2164	LIA LS Investment Advisors Bloomfield Hills, Michigan	$76.1M	+$813K	10	10.32%	Increased
2165	LFA Legacy Financial Advisors Covington, Kentucky	$76M	+$1.74M	26	9.26%	Increased
2166	SCP Steamboat Capital Partners Rye, New York	$76M	-$11.5M	5	16.25%	Reduced
2167	BIA Biondo Investment Advisors Milford, Pennsylvania	$75.9M	-$13.3M	3	9.29%	Reduced
2168	CBB Citizens Business Bank Ontario, California	$75.6M	-$200K	10	11.38%	Reduced
2169	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$75.6M	+$5.85M	11	5.39%	Increased
2170	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$75.6M	+$9.49M	31	16.02%	Increased
2171	NA Nordwand Advisors Radnor, Pennsylvania	$75.5M	+$514K	9	11.58%	Increased
2172	RHJA Rice Hall James & Associates San Diego, California	$75.5M	-$42.3M	14	3.68%	Reduced
2173	SG StepStone Group La Jolla, California	$75.2M	+$80.1M	1	3.48%	New
2174	GIP Gavilan Investment Partners Burlingame, California	$75.1M	+$30.8M	2	18.28%	Increased
2175	HCP Hiddenite Capital Partners New York	$74.9M	+$34.5M	5	6.43%	Increased