← 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
2426	HCM Highlander Capital Management Short Hills, New Jersey	$993K	-$60.5K	6	0.94%	Reduced
2427	QLMGAA QS Legg Mason Global Asset Allocation New York	$972K	+$81.4K	1	0.14%	Increased
2428	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$971K	$0	1	0.31%	Maintained
2429	GA GFS Advisors Houston, Texas	$970K	-$35.1K	2	0.48%	Reduced
2430	GEM Global Endowment Management Charlotte, North Carolina	$970K	+$906K	4	0.2%	New
2431	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$970K	-$1.77M	1	0.6%	Reduced
2432	BMM Buffington Mohr McNeal Boise, Idaho	$967K	$0	1	0.6%	Maintained
2433	WAM Westport Asset Management Southport, Connecticut	$958K	$0	2	0.34%	Maintained
2434	KWMG King Wealth Management Group Naples, Florida	$955K	+$26.3K	1	0.55%	Increased
2435	PHS Pekin Hardy Strauss Chicago, Illinois	$926K	+$45K	2	0.14%	Increased
2436	PWPCM Perella Weinberg Partners Capital Management New York	$919K	+$823K	1	0.11%	New
2437	OWIM Old West Investment Management Los Angeles, California	$915K	-$4.2K	1	0.55%	Reduced
2438	AP AlpInvest Partners Amsterdam, Netherlands	$908K	+$615K	1	1.47%	New
2439	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$905K	+$200K	3	0.76%	Increased
2440	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$901K	$0	1	0.11%	Maintained
2441	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$899K	+$183K	3	0.24%	Increased
2442	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$898K	+$126K	1	1.96%	Increased
2443	FUBT First United Bank & Trust Oakland, Maryland	$886K	+$1.21K	1	0.98%	Increased
2444	HCM Harvest Capital Management Concord, New Hampshire	$883K	$0	2	0.46%	Maintained
2445	IAS INR Advisory Services Media, Pennsylvania	$861K	+$9.07K	1	0.2%	Increased
2446	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$848K	+$42.7K	1	0.38%	Increased
2447	Waratah Capital Advisors Toronto, Ontario, Canada	$842K	+$764K	1	0.32%	New
2448	GIA Granite Investment Advisors Concord, New Hampshire	$839K	-$5.33K	1	0.18%	Reduced
2449	LWM Lenox Wealth Management Cincinnati, Ohio	$830K	+$779K	5	0.55%	New
2450	NFG Nadler Financial Group Deerfield, Illinois	$829K	+$462K	3	0.54%	Increased