← 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
3701	SEM Suncoast Equity Management Tampa, Florida	$257K	$0	1	0.05%	Maintained
3702	LAS Lloyd Advisory Services Suwanee, Georgia	$255K	+$238K	10	0.23%	New
3703	AWM Altus Wealth Management Ft Mitchell, Kentucky	$249K	+$233K	1	0.24%	New
3704	CAM Crestone Asset Management Boulder, Colorado	$246K	$0	1	0.08%	Maintained
3705	MPW Monterey Private Wealth Monterey, California	$245K	+$229K	1	0.2%	New
3706	AFS Aft Forsyth & Sober Valrico, Florida	$243K	+$226K	3	0.22%	New
3707	SA Silversage Advisors Irvine, California	$243K	+$198K	1	0.26%	New
3708	IF Ironwood Financial Tucson, Arizona	$241K	-$33.5K	7	0.11%	Reduced
3709	OAJ Ogorek Anthony Joseph Williamsville, New York	$241K	+$48.1K	10	0.12%	Increased
3710	WA WP Advisors San Francisco, California	$238K	+$1.59K	1	0.25%	Increased
3711	CW Cabot-Wellington Boston, Massachusetts	$237K	$0	1	0.15%	Maintained
3712	HAS HBW Advisory Services Simi Valley, California	$236K	+$216K	1	0.14%	New
3713	BFG Bouchey Financial Group Troy, New York	$233K	+$218K	1	0.05%	New
3714	KTA Keeley-Teton Advisors Chicago, Illinois	$233K	-$3.67K	1	0.02%	Reduced
3715	ETS ESL Trust Services Rochester, New York	$231K	+$215K	1	0.11%	New
3716	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$230K	-$106K	1	0.19%	Reduced
3717	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$229K	+$217K	1	0.07%	New
3718	MCG MACRO Consulting Group Parsippany, New Jersey	$228K	+$202K	1	0.18%	New
3719	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$228K	+$213K	1	0.14%	New
3720	HFA Hoover Financial Advisors Malvern, Pennsylvania	$227K	+$212K	1	0.11%	New
3721	WCM Wealthcare Capital Management Richmond, Virginia	$227K	+$131K	29	0.03%	Increased
3722	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$226K	$0	1	0.05%	Maintained
3723	BWM BT Wealth Management Atlanta, Georgia	$225K	+$211K	1	0.11%	New
3724	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$224K	-$12K	1	0.14%	Reduced
3725	NCP NexWave Capital Partners New York	$223K	+$211K	1	0.27%	New