← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3426
CF
Corrigan Financial
Rhode Island
$782K +$11K 2 0.54% Increased
3427
BAM
Baldrige Asset Management
Pennsylvania
$781K +$6.4K 2 0.64% Increased
3428
SHJ
Sharkey, Howes & Javer
Colorado
$774K -$72.9K 1 0.33% Reduced
3429
IWA
Intercontinental Wealth Advisors
Texas
$773K -$977K 7 0.64% Reduced
3430
RMC
Regis Management Company
California
$770K $0 1 0.12% Maintained
3431
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$769K +$731K 3 0.56% New
3432
FWM
Foresight Wealth Management
Utah
$768K +$227K 2 0.47% Increased
3433
MWP
Moller Wealth Partners
$768K -$18.8K 2 0.34% Reduced
3434
MWPCG
Measured Wealth Private Client Group
New Hampshire
$765K -$54.7K 2 0.51% Reduced
3435
CCM
Coe Capital Management
Illinois
$764K -$135K 1 0.98% Reduced
3436
PWM
PBMares Wealth Management
Virginia
$764K +$722K 3 0.91% New
3437
NFP
Narus Financial Partners
Utah
$762K +$30.1K 2 0.53% Increased
3438
CS
Capital Square
Tennessee
$761K +$718K 2 0.73% New
3439
WCM
Washburn Capital Management
Florida
$761K +$683K 2 0.69% New
3440
LFA
Landmark Financial Advisors
Kentucky
$759K -$25.4K 2 0.44% Reduced
3441
TCB
Texas Capital Bancshares
Texas
$759K -$17.3K 2 1.07% Reduced
3442
PSC
Prentiss Smith & Co
Vermont
$756K $0 1 0.49% Maintained
3443
RWM
Raffa Wealth Management
District of Columbia
$753K -$149K 24 0.26% Reduced
3444
IR
Invictus RG
Bermuda
$748K +$649K 1 4.9% New
3445
BOM
Bank of Marin
California
$746K +$711K 2 0.75% New
3446
NF
Nikulski Financial
Iowa
$744K +$21.6K 2 0.54% Increased
3447
Jasper Ridge Partners
Jasper Ridge Partners
California
$741K +$335K 1 0.05% Increased
3448
PP
PDS Planning
Ohio
$740K +$7.06K 3 0.47% Increased
3449
DLG
Daniel L. Goodwin
$737K -$159K 2 0.32% Reduced
3450
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$735K +$672K 14 0.53% New