← 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
3876	CCAM Cascades Capital Asset Management Greensboro, North Carolina	$20.9M	-$270K	13	7.75%	Reduced
3877	WCG Weaver Consulting Group Huntington Beach, California	$20.9M	+$10.2M	11	4.29%	Increased
3878	PC Permanens Capital New York	$20.9M	+$15.8M	9	2.15%	Increased
3879	RAM Revere Asset Management Dallas, Texas	$20.9M	+$12.7M	6	8.03%	Increased
3880	CWM CCG Wealth Management San Diego, California	$20.9M	+$1.95M	9	4.85%	Increased
3881	CWA Clarity Wealth Advisors San Jose, California	$20.9M	+$1.24M	9	3.69%	Increased
3882	MO McMillan Office St. Clair Shores, Michigan	$20.9M	+$417K	28	2.4%	Increased
3883	WDG Wealth Dimensions Group Cincinnati, Ohio	$20.9M	+$1.07M	12	3.74%	Increased
3884	EV EJMK Ventures Itasca, Illinois	$20.8M	+$452K	17	9.46%	Increased
3885	FH FWG Holdings Winter Park, Florida	$20.8M	-$1.3M	12	7.23%	Reduced
3886	EWA Exit Wealth Advisors Atlanta, Georgia	$20.8M	+$5.25M	14	9.47%	Increased
3887	BV Boxwood Ventures Chicago, Illinois	$20.8M	$0	3	12.4%	Maintained
3888	SCM Sandler Capital Management New York	$20.8M	-$8.8M	18	10.31%	Reduced
3889	LWM Lodestone Wealth Management Spokane, Washington	$20.7M	-$1.28M	36	7.32%	Reduced
3890	CWP Core Wealth Partners Santa Rosa, California	$20.7M	+$532K	17	8.81%	Increased
3891	MC Miramontes Capital Newport, California	$20.7M	+$2.7M	10	6.43%	Increased
3892	DFG Demars Financial Group Spokane Valley, Washington	$20.6M	+$219K	11	5.71%	Increased
3893	NIM Nicollet Investment Management Minneapolis, Minnesota	$20.6M	+$53.9K	4	6.37%	Increased
3894	IIA Integral Investment Advisors Turlock, California	$20.6M	-$505K	11	4.53%	Reduced
3895	PSCM Per Stirling Capital Management Austin, Texas	$20.6M	-$951K	13	1.95%	Reduced
3896	SP Steelhead Partners Seattle, Washington	$20.6M	+$19.3M	1	1.47%	New
3897	IWP Insight Wealth Partners Plano, Texas	$20.6M	+$1.5M	8	2.76%	Increased
3898	NWM Northcape Wealth Management Williamsville, New York	$20.6M	-$2.46M	10	5.39%	Reduced
3899	GRR Golden Reserve Retirement Dublin, Ohio	$20.6M	+$8.28M	12	3.24%	Increased
3900	MAG Meadowbrook Advisors Group Bedminster, New Jersey	$20.5M	+$510K	13	10.98%	Increased