← 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
2876
HS
Horan Securities
United States
$98K +$95.6K 5 0.13% New
2877
HW
Hedeker Wealth
Illinois
$94K -$3.54M 3 4.87% Reduced
2878
AG
Ashmore Group
United Kingdom
$71K $0 1 0.05% Maintained
2879
WCM
Wallace Capital Management
Texas
$67K +$65K 1 0.01% New
2880
LWA
Lenox Wealth Advisors
New York
$62K -$16.4K 3 0.02% Reduced
2881
GWA
Guidant Wealth Advisors
Illinois
$60K +$58.1K 2 0.04% New
2882
IF
Ironwood Financial
Arizona
$55K $0 3 0.04% Maintained
2883
WCM
Wealthcare Capital Management
Virginia
$55K +$299 2 0.01% Increased
2884
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$47K -$201K 1 0% Reduced
2885
PO
Private Ocean
California
$44K +$20.1K 2 0.03% Increased
2886
RMPWM
Rocky Mountain Private Wealth Management
Texas
$20K -$2K 2 14.71% Reduced
2887
EDRPMB
Edmond de Rothschild Private Merchant Banking
United Kingdom
$19K +$17.3K 3 0.07% New
2888
BWP
BSW Wealth Partners
Colorado
$7.34K -$249K 1 0.25% Reduced
2889
PSC
Piper Sandler & Co
Minnesota
$5K +$4.22K 1 0.01% New
2890
DA
Denali Advisors
California
$4K -$30.6K 1 0% Reduced
2891
NHFG
New Harbor Financial Group
Massachusetts
$3K $0 1 0% Maintained
2892
IFA
Interactive Financial Advisors
Illinois
$2K +$1.98K 2 0% New
2893
MIM
Macroview Investment Management
Maryland
$2K $0 1 0.01% Maintained
2894
TCM
TD Capital Management
Tennessee
$2K +$2.05K 1 0% New
2895
Financial Engines Advisors
Financial Engines Advisors
California
$1K +$978 1 0% New
2896
AC
Amici Capital
New York
$0 -$486K 0 – Closed
2897
APCM
Arbiter Partners Capital Management
New York
$0 -$13.4M 0 – Closed
2898
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$0 -$208K 0 – Closed
2899
BCM
Basso Capital Management
Connecticut
$0 -$588K 0 – Closed
2900
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$0 -$283K 0 – Closed