← 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
3001	FAG Financial Advisory Group Houston, Texas	$1.06M	-$11.1K	2	0.28%	Reduced
3002	DLG Daniel L. Goodwin	$1.05M	-$556K	3	0.5%	Reduced
3003	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.04M	+$19.3K	2	0.44%	Increased
3004	GC Gratia Capital Los Angeles, California	$1.04M	-$10.4M	1	0.65%	Reduced
3005	MA MANA Advisors New York	$1.03M	-$41.8K	3	4.7%	Reduced
3006	CPP Crow Point Partners Boston, Massachusetts	$1.03M	+$576K	3	0.18%	Increased
3007	TIM Tortoise Investment Management White Plains, New York	$1.02M	+$35.4K	12	0.27%	Increased
3008	CWM Catamount Wealth Management Westport, Connecticut	$1.02M	-$9.97K	5	0.49%	Reduced
3009	Aristotle Atlantic Partners Sarasota, Florida	$1.02M	-$1.42M	2	0.62%	Reduced
3010	SMM Stadion Money Management Watkinsville, Georgia	$1M	-$60.4K	4	0.04%	Reduced
3011	AF Aldebaran Financial	$1M	+$682K	2	0.65%	Increased
3012	VCM Vivaldi Capital Management Chicago, Illinois	$1M	-$829K	2	0.54%	Reduced
3013	BWM Baystate Wealth Management Boston, Massachusetts	$1M	-$368K	19	0.18%	Reduced
3014	BWA Burt Wealth Advisors North Bethesda, Maryland	$1M	-$8.22K	7	0.45%	Reduced
3015	ABA American Beacon Advisors Irving, Texas	$999K	+$525K	6	6.78%	Increased
3016	NIM Nicollet Investment Management Minneapolis, Minnesota	$994K	+$10K	2	0.65%	Increased
3017	GA Gateway Advisory Westfield, New Jersey	$993K	+$907K	1	0.26%	New
3018	KC Kingfisher Capital Charlotte, North Carolina	$987K	-$20.6K	3	0.53%	Reduced
3019	BCA Benchmark Capital Advisors New York	$984K	-$1.38M	2	0.74%	Reduced
3020	PCM Poehling Capital Management Madison, Wisconsin	$977K	-$142K	2	0.69%	Reduced
3021	HHGA Halbert Hargrove Global Advisors Long Beach, California	$970K	-$29.4K	3	0.25%	Reduced
3022	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$969K	+$180K	13	0.25%	Increased
3023	Peconic Partners New York	$966K	$0	2	0.24%	Maintained
3024	SHJ Sharkey, Howes & Javer Denver, Colorado	$965K	$0	6	0.5%	Maintained
3025	WCWM Willow Creek Wealth Management Sebastopol, California	$962K	-$63K	3	0.54%	Reduced