← 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
2201	BC Beaconlight Capital New York	$3.55M	+$3.04M	1	1.29%	New
2202	IFS Ifrah Financial Services Little Rock, Arkansas	$3.54M	+$1.84M	8	1.41%	Increased
2203	NCM Neumann Capital Management Foster City, California	$3.54M	-$488K	2	2.36%	Reduced
2204	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$3.54M	-$26.2K	4	1.99%	Reduced
2205	PLP Pleasant Lake Partners Rincon, Puerto Rico	$3.53M	-$21.1M	1	5.15%	Reduced
2206	RAM Roumell Asset Management Chevy Chase, Maryland	$3.51M	+$811K	1	10.73%	Increased
2207	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$3.51M	-$128K	3	0.39%	Reduced
2208	FBT First Bankers Trust Louisville, Kentucky	$3.5M	-$76K	3	1.97%	Reduced
2209	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$3.5M	-$15.5K	15	1.79%	Reduced
2210	FCT Family Capital Trust Peabody, Massachusetts	$3.5M	-$108K	5	1.98%	Reduced
2211	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$3.5M	-$73.4K	5	1.92%	Reduced
2212	Sessa Capital New York	$3.5M	+$590K	2	0.77%	Increased
2213	GC Garde Capital Seattle, Washington	$3.49M	+$3.01M	5	1.11%	Increased
2214	VCM Vision Capital Management Portland, Oregon	$3.47M	+$91.9K	2	1.45%	Increased
2215	RCYC Richard C. Young & Co Newport, Rhode Island	$3.45M	+$483K	2	0.75%	Increased
2216	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$3.44M	-$62.9K	3	5.4%	Reduced
2217	FNYS First New York Securities New York	$3.43M	+$2.06M	9	2.27%	Increased
2218	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$3.42M	-$26.6K	5	2.37%	Reduced
2219	MCM Millie Capital Management Walnut Creek, California	$3.41M	-$1.48M	2	3.76%	Reduced
2220	HIH HRS Investment Holdings New York	$3.41M	-$456K	2	3.14%	Reduced
2221	VAM Visionary Asset Management Houston, Texas	$3.4M	+$52K	1	1.18%	Increased
2222	KS Karpas Strategies Litchfield, Connecticut	$3.36M	$0	1	1.64%	Maintained
2223	MGAM McGowan Group Asset Management Dallas, Texas	$3.36M	$0	1	0.66%	Maintained
2224	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$3.36M	+$1.21M	2	1.22%	Increased
2225	FA Fagan Associates Troy, New York	$3.36M	+$536K	4	2.06%	Increased