← 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
3376	EWG Executive Wealth Group Kirkland, Washington	$270K	+$744	1	0.21%	Increased
3377	LGWM Litman Gregory Wealth Management Larkspur, California	$269K	+$262K	7	0.07%	New
3378	PA Parkside Advisors Berkeley, California	$269K	-$12.9K	1	0.15%	Reduced
3379	RCM Riverpark Capital Management New York	$266K	+$15.5K	2	0.06%	Increased
3380	RR Robotti Robert	$266K	-$32.1K	1	0.09%	Reduced
3381	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$265K	$0	1	2.05%	Maintained
3382	AIM Avity Investment Management Greenwich, Connecticut	$264K	-$14.9K	1	0.03%	Reduced
3383	HFP Holistic Financial Partners Indianapolis, Indiana	$264K	-$233K	1	0.26%	Reduced
3384	OWM Opes Wealth Management Menlo Park, California	$262K	+$245K	1	0.18%	New
3385	CFA Camarda Financial Advisors Fleming Island, Florida	$260K	-$218K	14	0.51%	Reduced
3386	MAS Managed Account Services Coconut Grove, Florida	$260K	+$248K	1	0.14%	New
3387	SCM Stonehearth Capital Management Danvers, Massachusetts	$260K	$0	1	0.19%	Maintained
3388	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$258K	+$28.8K	1	0.24%	Increased
3389	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$258K	-$226K	1	0.03%	Reduced
3390	NF Nikulski Financial Bettendorf, Iowa	$257K	-$19K	1	0.22%	Reduced
3391	CCM Colorado Capital Management Boulder, Colorado	$256K	-$15.4K	1	0.19%	Reduced
3392	ACR Alpine Capital Research St. Louis, Missouri	$255K	+$347	1	0.01%	Increased
3393	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$254K	-$30.2K	1	0.27%	Reduced
3394	EPA Element Pointe Advisors Miami, Florida	$253K	$0	1	0.14%	Maintained
3395	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$252K	-$293K	1	0.16%	Reduced
3396	TIA Tandem Investment Advisors Charleston, South Carolina	$251K	+$52.6K	1	0.05%	Increased
3397	CFG CKW Financial Group Honolulu, Hawaii	$250K	+$26.7K	4	0.05%	Increased
3398	JMG Financial Group Downers Grove, Illinois	$250K	+$244K	1	0.03%	New
3399	ECM Engine Capital Management New York	$249K	$0	1	0.12%	Maintained
3400	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$246K	$0	1	0.16%	Maintained