← 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	TM Tikvah Management Charlotte, North Carolina	$1.23M	$0	1	0.87%	Maintained
2427	KFA Kelleher Financial Advisors New York	$1.22M	-$89.7K	5	0.66%	Reduced
2428	AF Aldebaran Financial	$1.19M	-$539K	1	1.07%	Reduced
2429	BW Gestao de Investimentos Sao Paulo, Brazil	$1.19M	+$715K	2	0.52%	Increased
2430	KIG Kessler Investment Group Columbus, Indiana	$1.19M	+$1.53K	1	2.09%	Increased
2431	MG MDE Group Morristown, New Jersey	$1.19M	-$234K	2	0.29%	Reduced
2432	UBV United Bank (Virginia) Vienna, Virginia	$1.18M	+$433K	1	5.6%	Increased
2433	HCP Holt Capital Partners Fort Worth, Texas	$1.17M	+$834K	1	0.53%	Increased
2434	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$1.16M	+$376K	2	0.51%	Increased
2435	Peconic Partners New York	$1.16M	-$4.02M	1	0.16%	Reduced
2436	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$1.15M	-$149K	1	0.34%	Reduced
2437	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.14M	-$1.12M	1	1.67%	Reduced
2438	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.14M	-$400	2	1.99%	Reduced
2439	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.13M	-$32.1K	9	1%	Reduced
2440	GA GFS Advisors Houston, Texas	$1.13M	-$273K	2	0.47%	Reduced
2441	Mariner Independent Advisor Network Overland Park, Kansas	$1.12M	+$218K	2	0.59%	Increased
2442	Chilton Investment Company Stamford, Connecticut	$1.12M	-$235K	1	0.04%	Reduced
2443	CCA Covey Capital Advisors Atlanta, Georgia	$1.12M	+$1.18M	1	0.7%	New
2444	PAG Pinnacle Advisory Group Columbia, Maryland	$1.11M	-$37.6M	2	0.14%	Reduced
2445	APCM Arbiter Partners Capital Management New York	$1.11M	-$59.3K	1	0.11%	Reduced
2446	LJAC L.J. Altfest & Co New York	$1.11M	-$3.86K	1	1.09%	Reduced
2447	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$1.08M	+$836K	2	0.5%	New
2448	BCM Basso Capital Management Stamford, Connecticut	$1.08M	-$1.54M	2	0.17%	Reduced
2449	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.08M	+$142K	2	0.84%	Increased
2450	WA WealthTrust-Arizona Scottsdale, Arizona	$1.08M	-$15.8K	20	1.19%	Reduced