← 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
2351	BCM Beck Capital Management Austin, Texas	$1.77M	+$5.28K	4	1.35%	Increased
2352	WI Wedgewood Investors Erie, Pennsylvania	$1.76M	+$199K	3	1.9%	Increased
2353	FPA Fieldpoint Private Advisors New York	$1.75M	-$454K	1	1.04%	Reduced
2354	EI EDMP Inc Lutz, Florida	$1.75M	-$24.5K	2	1.61%	Reduced
2355	TCM Texan Capital Management Houston, Texas	$1.73M	+$154K	2	0.8%	Increased
2356	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.73M	$0	2	1.03%	Maintained
2357	Prospera Financial Services Dallas, Texas	$1.73M	+$180K	5	0.55%	Increased
2358	HI Hudock Inc Williamsport, Pennsylvania	$1.73M	+$37K	8	1.44%	Increased
2359	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.69M	-$38.8K	8	1.26%	Reduced
2360	VST Van Strum & Towne San Francisco, California	$1.68M	$0	2	1.08%	Maintained
2361	Waverly Advisors Birmingham, Alabama	$1.67M	-$1.95M	19	0.76%	Reduced
2362	IFS Ifrah Financial Services Little Rock, Arkansas	$1.67M	+$285K	4	0.65%	Increased
2363	SC Schulhoff & Co Cincinnati, Ohio	$1.67M	+$157K	2	1.13%	Increased
2364	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$1.65M	-$109K	2	1.88%	Reduced
2365	ACS Archford Capital Strategies Swansea, Illinois	$1.65M	+$1.6M	21	1.38%	New
2366	NIM NuWave Investment Management Parsippany, New Jersey	$1.65M	-$4.48M	12	4.88%	Reduced
2367	AC Alexandria Capital Arlington, Virginia	$1.64M	-$757K	12	0.72%	Reduced
2368	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$1.64M	+$578K	2	1.79%	Increased
2369	PSC Piper Sandler & Co Minneapolis, Minnesota	$1.64M	-$842K	6	1.42%	Reduced
2370	BMC Benin Management Corp Wilton, Connecticut	$1.62M	+$163K	4	0.99%	Increased
2371	MCM McRae Capital Management Morristown, New Jersey	$1.61M	-$13.3K	3	0.81%	Reduced
2372	Menora Mivtachim Holdings Ramat Gan, Israel	$1.61M	-$6.17M	2	0.13%	Reduced
2373	Lincoln National Corp Radnor, Pennsylvania	$1.6M	+$94.7K	2	0.22%	Increased
2374	CMANY Capital Management Associates (New York) New York	$1.6M	-$13.3K	3	2.32%	Reduced
2375	ECP Electron Capital Partners New York	$1.59M	+$1.72M	1	0.94%	New