← 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
2851
FFA
Fragasso Financial Advisors
Pennsylvania
$1.98M +$428K 2 0.48% Increased
2852
ACM
Armbruster Capital Management
New York
$1.98M +$1.59K 5 0.9% Increased
2853
TVWM
Tower View Wealth Management
Wisconsin
$1.98M +$2.04M 3 1.82% New
2854
MBT
Monroe Bank & Trust
Michigan
$1.97M +$779K 9 0.61% Increased
2855
RWG
Regal Wealth Group
California
$1.96M -$12.1K 5 1.38% Reduced
2856
C
Cerebellum
California
$1.95M +$1.97M 16 1.38% New
2857
GTAM
Global Trust Asset Management
Florida
$1.95M +$1.95M 14 1.38% New
2858
IWA
Intercontinental Wealth Advisors
Texas
$1.94M -$300K 4 1.08% Reduced
2859
BMC
Benin Management Corp
Connecticut
$1.93M -$245K 3 0.77% Reduced
2860
MS
Marshall & Sullivan
Washington
$1.93M +$23.4K 1 1.54% Increased
2861
PIM
Profit Investment Management
Maryland
$1.92M -$114K 4 1.47% Reduced
2862
CCT
Capital City Trust
Florida
$1.92M +$32.7K 3 0.78% Increased
2863
Krilogy Financial
Krilogy Financial
Missouri
$1.91M -$1.08M 23 0.46% Reduced
2864
EFEM
Eos Focused Equity Management
New York
$1.91M $0 1 3.1% Maintained
2865
FF
Fluent Financial
Texas
$1.91M +$1.83M 2 1.34% New
2866
SMC
S. Muoio & Co
New York
$1.9M -$328K 1 1.12% Reduced
2867
FA
FCG Advisors
New Jersey
$1.9M +$57.7K 4 0.71% Increased
2868
SFP
Shepherd Financial Partners
Massachusetts
$1.88M +$436 2 0.44% Increased
2869
DS
Dudley & Shanley
Florida
$1.87M -$106K 1 0.42% Reduced
2870
UCI
Uncommon Cents Investing
Wisconsin
$1.86M +$1.82M 1 1.32% New
2871
PGA
Premia Global Advisors
Florida
$1.85M +$1.84M 11 1.8% New
2872
CT
CPF Texas
Texas
$1.85M +$1.78M 6 0.91% New
2873
MFW
Mosaic Family Wealth
Missouri
$1.84M -$2.44M 14 0.67% Reduced
2874
CIAS
Capital Investment Advisory Services
North Carolina
$1.84M -$1.68K 4 1.08% Reduced
2875
RIM
Reliant Investment Management
Tennessee
$1.82M -$11.7K 1 1.25% Reduced