← 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	SMC Smith, Moore & Co Clayton, Missouri	$3.36M	+$117K	7	1.35%	Increased
2227	TCM Texan Capital Management Houston, Texas	$3.35M	-$127K	1	1.58%	Reduced
2228	RBF Capital San Francisco, California	$3.35M	+$461K	6	0.57%	Increased
2229	AIM Acrospire Investment Management Chicago, Illinois	$3.34M	-$140K	45	2.22%	Reduced
2230	LF Lannebo Fonder Stockholm, Sweden	$3.34M	-$1.06M	2	2.78%	Reduced
2231	ACM Argentus Capital Management Dallas, Texas	$3.33M	+$857K	10	1.17%	Increased
2232	PG Proffitt & Goodson Knoxville, Tennessee	$3.33M	+$630K	2	1.72%	Increased
2233	PVWM Point View Wealth Management Summit, New Jersey	$3.31M	-$17.9K	4	1.96%	Reduced
2234	WCM Weik Capital Management Wyomissing, Pennsylvania	$3.31M	-$38.4K	1	1.9%	Reduced
2235	LAM Lingohr Asset Management Duesseldorf, Germany	$3.3M	+$348K	3	2.98%	Increased
2236	IIM Ironwood Investment Management Boston, Massachusetts	$3.3M	-$267K	6	2.53%	Reduced
2237	PH Pinnacle Holdings Tulsa, Oklahoma	$3.29M	-$56.1K	2	1.3%	Reduced
2238	EEG E.E. Geduld	$3.29M	+$783K	6	3.28%	Increased
2239	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$3.29M	-$1.77K	1	2.39%	Reduced
2240	WIP Wellesley Investment Partners Wellesley, Massachusetts	$3.28M	+$360K	5	1.7%	Increased
2241	LPC Loeb Partners Corp New York	$3.27M	+$2.47M	3	1.17%	Increased
2242	BCA Bray Capital Advisors Naples, Florida	$3.27M	+$48.9K	5	1.97%	Increased
2243	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3.26M	+$292K	27	1.85%	Increased
2244	Mariner Independent Advisor Network Overland Park, Kansas	$3.26M	-$1.33M	4	0.46%	Reduced
2245	CWM Confluence Wealth Management Portland, Oregon	$3.25M	+$4.12K	4	1.57%	Increased
2246	ADL Asset Dedication LLC San Francisco, California	$3.25M	+$197K	8	2.05%	Increased
2247	TI Telemetry Investments New York	$3.24M	+$432K	1	2.03%	Increased
2248	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3.23M	-$100K	32	1.48%	Reduced
2249	LWM LBA Wealth Management Jacksonville, Florida	$3.23M	-$185K	10	1.82%	Reduced
2250	FHC First Houston Capital Houston, Texas	$3.22M	+$659K	1	3.24%	Increased