← 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
2176	WRM Westport Resources Management Westport, Connecticut	$3.84M	-$6.06M	15	2.77%	Reduced
2177	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$3.84M	-$90.5K	3	1.6%	Reduced
2178	SA Strategic Advisors New York	$3.83M	-$173K	3	2.14%	Reduced
2179	BOC Barbara Oil Co Chicago, Illinois	$3.81M	$0	2	3.04%	Maintained
2180	GIM Greylin Investment Management Orange, Virginia	$3.81M	-$84.5K	5	0.95%	Reduced
2181	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$3.79M	-$87.6K	1	1.13%	Reduced
2182	LI Lafayette Investments Ashton, Maryland	$3.78M	-$17.7K	1	1.52%	Reduced
2183	CPO Cerity Partners OCIO New York	$3.77M	+$264K	4	0.34%	Increased
2184	RU RobecoSam USA New York	$3.77M	-$494K	6	4.49%	Reduced
2185	CSA Cottage Street Advisors Marion, Massachusetts	$3.76M	-$6.76K	3	2.9%	Reduced
2186	KL KWMG LLC Overland Park, Kansas	$3.75M	-$211K	3	1.82%	Reduced
2187	MCM McMillion Capital Management Greensboro, North Carolina	$3.73M	+$573K	2	2.79%	Increased
2188	Quadrant Capital Group Cincinnati, Ohio	$3.73M	+$74.3K	54	2.44%	Increased
2189	JWS Juncture Wealth Strategies Scottsdale, Arizona	$3.73M	-$99.9K	5	2.52%	Reduced
2190	BOS Bank of Stockton Stockton, California	$3.72M	-$23.7K	4	1.85%	Reduced
2191	HC Henshaw Capital Woburn, Massachusetts	$3.72M	-$463K	9	0.46%	Reduced
2192	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$3.72M	+$74.2K	2	4.99%	Increased
2193	MCG Meru Capital Group New York	$3.72M	+$3.06M	2	1.04%	Increased
2194	ACI Advance Capital I Southfield, Michigan	$3.69M	-$2.98M	5	7.48%	Reduced
2195	CWA Asset Management Group Naples, Florida	$3.65M	+$450K	5	2.03%	Increased
2196	BWP Baldwin Wealth Partners Marion, Massachusetts	$3.65M	-$197K	10	0.66%	Reduced
2197	FA Financial Advantage Columbia, Maryland	$3.59M	+$2.69K	1	3.32%	Increased
2198	FC FCA Corp Houston, Texas	$3.59M	+$179K	3	1.86%	Increased
2199	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$3.58M	+$98K	2	3.52%	Increased
2200	CCM Chickasaw Capital Management Memphis, Tennessee	$3.55M	$0	2	0.08%	Maintained