← 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
2226	MVA Mount Vernon Associates Baltimore, Maryland	$2.81M	-$13K	4	7%	Reduced
2227	SFT Simmons First Trust Pine Bluff, Arkansas	$2.81M	-$32.6K	1	0.91%	Reduced
2228	WIL Winifred I. Li	$2.78M	-$202K	14	2.66%	Reduced
2229	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.78M	-$24K	4	4.13%	Reduced
2230	BFG Beacon Financial Group Dallas, Texas	$2.78M	-$98.4K	6	0.6%	Reduced
2231	FC Fayerweather Charles	$2.77M	-$37K	4	9.58%	Reduced
2232	CCM Carderock Capital Management Chevy Chase, Maryland	$2.77M	+$450K	2	1.42%	Increased
2233	KAS Kemnay Advisory Services New York	$2.77M	+$2.62M	1	1.6%	New
2234	AB Atlas Brown Louisville, Kentucky	$2.77M	-$496K	3	1.03%	Reduced
2235	CP Camelot Portfolios Maumee, Ohio	$2.75M	-$401	3	1.6%	Reduced
2236	UFG United Fire Group Cedar Rapids, Iowa	$2.75M	$0	3	1.2%	Maintained
2237	BAM Boyar Asset Management New York	$2.72M	-$356K	1	2.1%	Reduced
2238	IC IKOS CIF Limassol, Cyprus	$2.71M	+$2.61M	11	3.89%	Increased
2239	TL TowerView LLC New York	$2.71M	-$208K	1	1.54%	Reduced
2240	BMM Buffington Mohr McNeal Boise, Idaho	$2.7M	+$1.17M	2	1.53%	Increased
2241	SAM SignalPoint Asset Management Springfield, Missouri	$2.69M	-$112K	4	1.3%	Reduced
2242	ACM Alistair Capital Management Dallas, Texas	$2.69M	-$6.27M	1	1.44%	Reduced
2243	RGC Roberts, Glore & Co Deerfield, Illinois	$2.68M	-$131K	1	1.86%	Reduced
2244	MRI Mad River Investors Boston, Massachusetts	$2.68M	+$8.57K	1	2.04%	Increased
2245	Aspiriant LLC Los Angeles, California	$2.68M	+$211K	1	0.37%	Increased
2246	CP Cinque Partners Los Angeles, California	$2.68M	+$179K	1	1.42%	Increased
2247	Accredited Investors Edina, Minnesota	$2.68M	+$77.7K	3	0.81%	Increased
2248	NLCM Neon Liberty Capital Management New York	$2.67M	$0	1	3.01%	Maintained
2249	PAS Partnervest Advisory Services Santa Barbara, California	$2.67M	-$336K	6	1.39%	Reduced
2250	LI Lafayette Investments Ashton, Maryland	$2.66M	-$5.17K	1	1.2%	Reduced