← 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
2276	Accredited Investors Edina, Minnesota	$3.03M	-$72K	3	0.83%	Reduced
2277	Chilton Investment Company Stamford, Connecticut	$3.03M	-$22.8K	3	0.12%	Reduced
2278	CFN Cordasco Financial Network Naples, Florida	$3.02M	$0	5	3.46%	Maintained
2279	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$3.01M	-$11.8K	3	2.28%	Reduced
2280	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$3.01M	+$12.1K	3	1.7%	Increased
2281	MHS M Holdings Securities Portland, Oregon	$3.01M	+$49.1K	5	1.37%	Increased
2282	RIM Rampart Investment Management Hartford, Connecticut	$3M	+$2.8M	4	1.14%	New
2283	SSCM Summit Street Capital Management New York	$3M	-$438K	1	3.22%	Reduced
2284	KT Kanaly Trust Houston, Texas	$2.98M	-$288K	29	0.63%	Reduced
2285	FWM Focused Wealth Management Newburgh, New York	$2.97M	-$71.3K	17	1.31%	Reduced
2286	CMANY Capital Management Associates (New York) New York	$2.97M	+$714K	6	4.69%	Increased
2287	PHK Point72 Hong Kong Hong Kong	$2.92M	+$1.51M	17	1.59%	Increased
2288	WCM Windsor Capital Management Phoenix, Arizona	$2.92M	+$271K	4	1.6%	Increased
2289	HA Halsey Associates New Haven, Connecticut	$2.91M	+$203K	3	0.63%	Increased
2290	AW Alpha Windward Westwood, Massachusetts	$2.91M	-$490K	10	2.02%	Reduced
2291	NB Nicolet Bankshares Green Bay, Wisconsin	$2.9M	+$524K	6	1.69%	Increased
2292	PIM Profit Investment Management North Bethesda, Maryland	$2.89M	+$212K	4	2.87%	Increased
2293	KCPG Kavar Capital Partners Group Leawood, Kansas	$2.89M	-$232K	3	1.86%	Reduced
2294	CI CAZ Investments Houston, Texas	$2.89M	-$164K	2	2.16%	Reduced
2295	VWA V Wealth Advisors Overland Park, Kansas	$2.88M	-$1.81M	4	2.33%	Reduced
2296	CFA Cahill Financial Advisors Edina, Minnesota	$2.88M	-$220K	3	1.88%	Reduced
2297	RIA Regal Investment Advisors Kentwood, Michigan	$2.88M	+$512K	4	0.82%	Increased
2298	AIA AGF Investments America Toronto, Ontario, Canada	$2.88M	-$20.3K	1	1.25%	Reduced
2299	SMH Sanders Morris Harris Houston, Texas	$2.88M	-$1.39M	1	0.87%	Reduced
2300	AAIM American Assets Investment Management San Diego, California	$2.87M	$0	2	0.66%	Maintained