← 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	GAM Gould Asset Management Claremont, California	$5.06M	-$814	3	2.28%	Reduced
2227	DRD Dennis R. Delaney	$5.05M	-$54.2K	5	9.8%	Reduced
2228	TMC Trellus Management Company Delray Beach, Florida	$5.05M	+$1.62M	5	6.92%	Increased
2229	EI EDMP Inc Lutz, Florida	$5.04M	+$2.18K	3	4.54%	Increased
2230	CFP Cornerstone Financial Partners Huntersville, North Carolina	$4.99M	-$525K	4	1.89%	Reduced
2231	Choreo LLC Rockford, Illinois	$4.99M	+$356K	8	0.66%	Increased
2232	SCP Syntal Capital Partners Midland, Texas	$4.98M	-$1.77M	7	3.58%	Reduced
2233	EMR Errol M. Rudman	$4.98M	-$1.04M	3	2.86%	Reduced
2234	CA Cambridge Advisors Omaha, Nebraska	$4.98M	-$89K	5	1.91%	Reduced
2235	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$4.97M	+$10.7K	6	2.75%	Increased
2236	ANBT American National Bank & Trust Wichita Falls, Texas	$4.96M	+$162K	7	1.49%	Increased
2237	HCM Hengehold Capital Management Cincinnati, Ohio	$4.95M	+$182K	3	1.31%	Increased
2238	BFG Beacon Financial Group Dallas, Texas	$4.94M	+$420K	4	0.89%	Increased
2239	JWS Juncture Wealth Strategies Scottsdale, Arizona	$4.91M	-$148K	4	2.76%	Reduced
2240	WFG Wills Financial Group Richmond, Virginia	$4.9M	-$637K	2	3.6%	Reduced
2241	PP Prospector Partners Guilford, Connecticut	$4.89M	-$490K	2	0.74%	Reduced
2242	RC Roundview Capital Princeton, New Jersey	$4.88M	-$1.7M	5	1.4%	Reduced
2243	WA Winfield Associates Cleveland, Ohio	$4.87M	+$433K	24	2.56%	Increased
2244	FCMT Founders Capital Management (Texas) Houston, Texas	$4.85M	-$946K	10	4.02%	Reduced
2245	BFA Beaumont Financial Advisors Needham, Massachusetts	$4.82M	-$366K	5	0.6%	Reduced
2246	PA Perennial Advisors New York	$4.82M	+$268K	6	3.26%	Increased
2247	HT Heritage Trust Oklahoma City, Oklahoma	$4.81M	+$63.7K	8	1.77%	Increased
2248	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$4.81M	+$2.95K	7	4.35%	Increased
2249	DRS Deane Retirement Strategies New Orleans, Louisiana	$4.81M	+$2.35M	2	4.64%	Increased
2250	SJIM St. Johns Investment Management Jacksonville, Florida	$4.8M	-$108K	5	3.52%	Reduced