← 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
3301	BWM BigSur Wealth Management Miami, Florida	$224K	-$45.3K	1	0.22%	Reduced
3302	TIM Total Investment Management Scottsdale, Arizona	$223K	+$211K	1	0.07%	New
3303	NCM New Capital Management Houston, Texas	$221K	+$55.3K	3	0.27%	Increased
3304	SMH Sanders Morris Harris Houston, Texas	$221K	-$3.31M	1	0.09%	Reduced
3305	TW Towerpoint Wealth Sacramento, California	$221K	+$209K	1	0.29%	New
3306	PFA Pinnacle Family Advisors Springfield, Missouri	$219K	+$225K	1	0.1%	New
3307	LIA LBMC Investment Advisors Brentwood, Tennessee	$218K	+$213K	1	0.04%	New
3308	SC Stratford Consulting Addison, Texas	$217K	+$205K	1	0.08%	New
3309	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$216K	-$6.16K	1	1.82%	Reduced
3310	AIA Arbor Investment Advisors Winston Salem, North Carolina	$213K	+$202K	1	0.09%	New
3311	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$211K	$0	2	0.09%	Maintained
3312	BA Ballew Advisors Jackson, Mississippi	$207K	+$196K	1	0.21%	New
3313	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$206K	+$213K	1	0.45%	New
3314	KCM KSA Capital Management Morristown, New Jersey	$206K	+$215K	1	0.4%	New
3315	SIM Sterling Investment Management Tucson, Arizona	$206K	+$192K	1	0.22%	New
3316	SGS Sterling Global Strategies Carlsbad, California	$204K	-$100K	1	0.86%	Reduced
3317	Allstate Corporation Northbrook, Illinois	$201K	+$190K	1	0.01%	New
3318	CFG CKW Financial Group Honolulu, Hawaii	$199K	$0	5	0.04%	Maintained
3319	NPP New Potomac Partners Bethesda, Maryland	$178K	+$173K	2	0.17%	New
3320	SIS Sound Income Strategies Ft Lauderdale, Florida	$178K	+$174K	19	0.12%	New
3321	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$178K	+$31.7K	7	0.13%	Increased
3322	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$167K	$0	8	0.1%	Maintained
3323	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$163K	-$53.2K	5	0.11%	Reduced
3324	FFW Fusion Family Wealth Woodbury, New York	$163K	+$56.4K	4	0.04%	Increased
3325	LYV Live Your Vision West Conshohocken, Pennsylvania	$152K	+$6.68K	3	0.05%	Increased