← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2351
HI
Hudock Inc
Pennsylvania
$1.89M +$5.01K 9 2.15% Increased
2352
JMFC
J.M. Forbes & Co
Massachusetts
$1.89M -$99.8K 4 0.47% Reduced
2353
IFS
Ifrah Financial Services
Arkansas
$1.88M -$35.8K 4 0.71% Reduced
2354
TMC
Trellus Management Company
Florida
$1.87M +$1.52M 3 1.58% Increased
2355
LWM
LBA Wealth Management
Florida
$1.85M +$138K 10 1.51% Increased
2356
MIM
Miller Investment Management
Pennsylvania
$1.85M -$582K 2 0.82% Reduced
2357
AT
Acadia Trust
Maine
$1.83M -$8.52M 4 0.67% Reduced
2358
SignatureFD
SignatureFD
Georgia
$1.83M +$580K 16 0.64% Increased
2359
PSC
Piper Sandler & Co
Minnesota
$1.83M +$40K 7 1.32% Increased
2360
BCM
Beck Capital Management
Texas
$1.82M -$64.7K 4 1.21% Reduced
2361
FTI
Fiduciary Trust International
Massachusetts
$1.81M -$342K 2 0.54% Reduced
2362
FHC
First Houston Capital
Texas
$1.8M -$492K 2 1.73% Reduced
2363
MCWS
McKinley Carter Wealth Services
West Virginia
$1.8M +$35.8K 2 1.9% Increased
2364
KTC
Kistler-Tiffany Companies
Pennsylvania
$1.8M -$33.8K 10 1.3% Reduced
2365
MCM
McRae Capital Management
New Jersey
$1.8M -$42.5K 3 0.87% Reduced
2366
BBNB
Baker Boyer National Bank
Washington
$1.78M +$71.1K 2 3.26% Increased
2367
SNS Financial Group
SNS Financial Group
Minnesota
$1.78M +$1.22M 3 0.71% Increased
2368
CL
CPWM LLC
Washington
$1.77M +$404K 2 0.64% Increased
2369
TAM
Telluride Asset Management
Minnesota
$1.76M -$175K 4 1.51% Reduced
2370
BCM
Boyle Capital Management
Iowa
$1.76M -$2.21M 1 1.4% Reduced
2371
AWA
Arete Wealth Advisors
Illinois
$1.76M -$1.03M 2 1.37% Reduced
2372
BMC
Benin Management Corp
Connecticut
$1.75M +$27.9K 4 0.95% Increased
2373
Prospera Financial Services
Prospera Financial Services
Texas
$1.75M -$335K 5 0.47% Reduced
2374
HH
Hilltop Holdings
Texas
$1.75M +$145K 4 0.81% Increased
2375
AC
Alexandria Capital
Virginia
$1.74M +$1.71K 11 0.74% Increased