← 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
2451	BW Gestao de Investimentos Sao Paulo, Brazil	$824K	+$755K	2	0.28%	New
2452	ZL Zeke LP Berwyn, Pennsylvania	$823K	-$1.31M	1	0.98%	Reduced
2453	TAM Telluride Asset Management Wayzata, Minnesota	$818K	+$700K	5	0.97%	New
2454	JA JLB & Associates Plymouth, Michigan	$816K	$0	1	0.31%	Maintained
2455	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$810K	+$130K	5	0.62%	Increased
2456	TFO Tarbox Family Office Newport Beach, California	$809K	+$747K	15	0.67%	New
2457	ZTNA Zions Trust National Association Salt Lake City, Utah	$798K	-$44.8K	4	1.09%	Reduced
2458	CL CPWM LLC Seattle, Washington	$791K	-$12.1K	1	0.31%	Reduced
2459	EML Eos Management LP New York	$784K	$0	1	0.55%	Maintained
2460	CC Cannell Capital Alta, Wyoming	$782K	-$774K	1	0.32%	Reduced
2461	SFI SPC Financial Inc Rockville, Maryland	$767K	+$729K	1	0.24%	New
2462	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$759K	+$372K	2	0.5%	Increased
2463	CPO Cerity Partners OCIO New York	$751K	-$918K	2	0.13%	Reduced
2464	BC Barnett & Company Chattanooga, Tennessee	$749K	-$189K	1	0.35%	Reduced
2465	ACM Antonetti Capital Management Naples, Florida	$748K	-$445K	11	0.68%	Reduced
2466	GCG Giovine Capital Group Santa Monica, California	$743K	+$705K	1	0.32%	New
2467	JT Jump Trading Chicago, Illinois	$743K	-$564K	10	0.07%	Reduced
2468	WM WCG Management New York	$741K	-$3.64M	1	0.35%	Reduced
2469	MCF Advisors Covington, Kentucky	$714K	-$125K	10	0.25%	Reduced
2470	IUAM Itau USA Asset Management New York	$710K	$0	2	0.19%	Maintained
2471	HHGA Halbert Hargrove Global Advisors Long Beach, California	$705K	+$337K	2	0.22%	Increased
2472	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$704K	-$8.74M	1	0.05%	Reduced
2473	GIA Gargoyle Investment Advisor Englewood, New Jersey	$703K	+$359K	2	0.33%	Increased
2474	DA Denali Advisors San Diego, California	$689K	-$1.3M	4	0.22%	Reduced
2475	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$679K	$0	1	0.31%	Maintained