← 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
3401	Larson Financial Group St Louis, Missouri	$865K	-$71.1K	15	0.5%	Reduced
3402	RA Riverstone Advisors New Braunfels, Texas	$860K	-$388K	2	0.64%	Reduced
3403	WCG Weaver Consulting Group Huntington Beach, California	$860K	+$45.6K	21	0.46%	Increased
3404	NIM Nicollet Investment Management Minneapolis, Minnesota	$855K	-$246K	1	0.4%	Reduced
3405	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$852K	+$754K	2	0.54%	New
3406	ACM AUA Capital Management Camp Hill, Pennsylvania	$849K	-$99.6K	7	0.7%	Reduced
3407	DII Domini Impact Investments New York	$845K	-$798	2	11.13%	Reduced
3408	SBA Secrest Blakey & Associates Raleigh, North Carolina	$835K	-$464K	2	1.84%	Reduced
3409	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$832K	-$1.62K	1	0.35%	Reduced
3410	BWM BigSur Wealth Management Miami, Florida	$832K	$0	2	0.47%	Maintained
3411	HFP Holistic Financial Partners Indianapolis, Indiana	$827K	+$262K	2	0.49%	Increased
3412	CPP Crow Point Partners Boston, Massachusetts	$825K	-$215K	3	1.29%	Reduced
3413	OMIC Old Mission Investment Co Traverse City, Michigan	$823K	-$94.3K	1	0.74%	Reduced
3414	SC Selz Capital New York	$822K	+$809K	1	0.14%	New
3415	CFIA Cantor Fitzgerald Investment Advisors New York	$819K	+$207K	2	0.13%	Increased
3416	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$815K	-$57.2K	40	0.71%	Reduced
3417	FWM FSA Wealth Management Needham, Massachusetts	$801K	+$750K	22	0.56%	New
3418	PWM PRW Wealth Management Quincy, Massachusetts	$801K	+$31.2K	1	0.91%	Increased
3419	PI PHH Investments Addison, Texas	$799K	+$22.9K	2	0.21%	Increased
3420	PFA Pinnacle Family Advisors Springfield, Missouri	$799K	+$447K	2	0.72%	Increased
3421	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$797K	-$648K	1	1.14%	Reduced
3422	Scharf Investments Los Gatos, California	$789K	-$42K	1	0.03%	Reduced
3423	CWM CCG Wealth Management San Diego, California	$786K	+$448K	3	0.5%	Increased
3424	SCP Silverleafe Capital Partners Germantown, Tennessee	$785K	$0	2	0.44%	Maintained
3425	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$783K	-$169K	1	0.34%	Reduced