← 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
3176	SEM Suncoast Equity Management Tampa, Florida	$423K	+$19.5K	1	0.1%	Increased
3177	SP Summit Partners Boston, Massachusetts	$417K	$0	1	0.06%	Maintained
3178	FEG Financial Enhancement Group Anderson, Indiana	$416K	$0	3	0.13%	Maintained
3179	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$415K	-$16.6K	5	0.15%	Reduced
3180	SG Strid Group Newtown Square, Pennsylvania	$413K	$0	1	0.15%	Maintained
3181	FMP Financial Management Professionals Austin, Texas	$411K	-$14.1K	11	0.16%	Reduced
3182	SLT St Louis Trust Saint Louis, Missouri	$411K	-$237K	1	0.14%	Reduced
3183	SCA Strategic Capital Advisers Denver, Colorado	$408K	+$172	1	0.29%	Increased
3184	AJ Ashburton (Jersey) St Helier, Jersey	$406K	$0	2	0.16%	Maintained
3185	JWM Janiczek Wealth Management Denver, Colorado	$402K	+$25.1K	7	0.21%	Increased
3186	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$400K	+$81.9K	1	0.26%	Increased
3187	WP WealthShield Partners Cary, North Carolina	$399K	$0	1	0.23%	Maintained
3188	BCM Brown Capital Management Baltimore, Maryland	$397K	-$6.37K	1	0%	Reduced
3189	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$396K	$0	2	0.2%	Maintained
3190	CH Canton Hathaway Providence, Rhode Island	$395K	+$392K	7	0.25%	New
3191	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$389K	+$66	1	0.24%	Increased
3192	SRIM Saratoga Research & Investment Management Saratoga, California	$387K	$0	1	0.03%	Maintained
3193	MGIA Matthew Goff Investment Advisor Houston, Texas	$386K	+$5.06K	1	0.15%	Increased
3194	HCA Heck Capital Advisors Rhinelander, Wisconsin	$386K	+$212K	1	0.13%	Increased
3195	TD Ameritrade Investment Management Omaha, Nebraska	$384K	+$329K	13	0%	Increased
3196	ACM Alta Capital Management Salt Lake City, Utah	$383K	$0	1	0.02%	Maintained
3197	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$383K	+$2K	1	0.06%	Increased
3198	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$382K	+$861	1	0.32%	Increased
3199	BA BCM Advisors Lafayette, Louisiana	$371K	+$271K	1	0.19%	New
3200	LIA LBMC Investment Advisors Brentwood, Tennessee	$369K	-$7.06K	1	0.06%	Reduced