← 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	Regents of the University of California Oakland, California	$1.99M	$0	2	5.68%	Maintained
2452	FWSM First Wilshire Securities Management Pasadena, California	$1.98M	-$8.76K	2	0.59%	Reduced
2453	Avior Wealth Management Omaha, Nebraska	$1.97M	+$174K	13	0.77%	Increased
2454	Tiedemann Advisors New York	$1.97M	+$1.32M	2	0.41%	Increased
2455	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.96M	+$1.44M	7	5.27%	Increased
2456	SR Sloane Robinson London, United Kingdom	$1.94M	-$1.06M	1	1.01%	Reduced
2457	GBA Garrison Bradford & Associates New York	$1.94M	+$182	2	1.83%	Increased
2458	RMSCM R.M. Sincerbeaux Capital Management New York	$1.94M	$0	1	1.88%	Maintained
2459	TCM Traynor Capital Management Malvern, Pennsylvania	$1.93M	+$372K	3	1.37%	Increased
2460	SIM SSI Investment Management Los Angeles, California	$1.93M	+$167K	7	0.17%	Increased
2461	PAM PVG Asset Management Golden, Colorado	$1.92M	-$858K	2	0.81%	Reduced
2462	SG StoneX Group New York	$1.91M	+$1.75M	3	4.27%	New
2463	SAM Shamrock Asset Management Dallas, Texas	$1.91M	-$362K	7	1.09%	Reduced
2464	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$1.9M	$0	1	1.47%	Maintained
2465	KFA Kays Financial Advisory Atlanta, Georgia	$1.9M	+$982K	1	0.81%	Increased
2466	WCM Washington Capital Management Seattle, Washington	$1.9M	+$330K	4	2.61%	Increased
2467	Krilogy Financial St. Louis, Missouri	$1.89M	+$121K	20	0.6%	Increased
2468	FI FCM Investments Dallas, Texas	$1.89M	+$65.2K	4	1.06%	Increased
2469	GCM Glynn Capital Management Menlo Park, California	$1.89M	-$375K	1	0.6%	Reduced
2470	AJ Ashburton (Jersey) St Helier, Jersey	$1.88M	-$1.66M	1	0.86%	Reduced
2471	BST Bath Savings Trust Bath, Maine	$1.87M	+$22.2K	2	0.58%	Increased
2472	NFG Nations Financial Group Cedar Rapids, Iowa	$1.87M	+$30.1K	3	1.85%	Increased
2473	OIM Orca Investment Management Roseburg, Oregon	$1.86M	+$725K	2	1.94%	Increased
2474	MBT Monroe Bank & Trust Monroe, Michigan	$1.86M	-$435K	2	0.67%	Reduced
2475	CGL Clarius Group LLC Seattle, Washington	$1.85M	+$964K	4	0.86%	Increased