← 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
4176	GM GeoWealth Management Chicago, Illinois	$403K	+$365K	6	0.05%	Increased
4177	MWM MBE Wealth Management Tomah, Wisconsin	$402K	$0	1	0.21%	Maintained
4178	RWM Reston Wealth Management Reston, Virginia	$402K	$0	1	0.2%	Maintained
4179	LWA Lineweaver Wealth Advisors Valley View, Ohio	$400K	+$18.6K	1	0.13%	Increased
4180	RFP Roth Financial Partners Kingwood, Texas	$400K	$0	1	0.31%	Maintained
4181	SM Southport Management Wilson, Wyoming	$399K	-$1.8M	1	1.35%	Reduced
4182	SCM Stonehearth Capital Management Danvers, Massachusetts	$396K	$0	1	0.19%	Maintained
4183	WF Williams Financial North Bennington, Vermont	$387K	+$5.84K	1	0.31%	Increased
4184	SEM Suncoast Equity Management Tampa, Florida	$385K	$0	1	0.05%	Maintained
4185	FI FormulaFolio Investments Grand Rapids, Michigan	$383K	+$13.3K	12	0.13%	Increased
4186	EWM Echo Wealth Management Plymouth, Minnesota	$381K	$0	1	0.49%	Maintained
4187	PFM Probabilities Fund Management White Plains, New York	$380K	-$13.4K	1	0.97%	Reduced
4188	World Investment Advisors Santa Barbara, California	$380K	-$12.2K	1	0.09%	Reduced
4189	C1AG Client 1st Advisory Group Dunedin, Florida	$377K	$0	1	0.2%	Maintained
4190	IWP IAG Wealth Partners Waukesha, Wisconsin	$377K	+$23.5K	10	0.14%	Increased
4191	BWM Benchmark Wealth Management Old Lyme, Connecticut	$372K	$0	1	0.26%	Maintained
4192	SLT St Louis Trust Saint Louis, Missouri	$370K	$0	1	0.09%	Maintained
4193	ACM Anfield Capital Management Irvine, California	$369K	-$293K	5	0.14%	Reduced
4194	GA Greytown Advisors Miami, Florida	$369K	+$31.1K	1	0.18%	Increased
4195	JMF Johnson Midwest Financial Glidden, Iowa	$366K	-$268	7	0.36%	Reduced
4196	SWM Soundmark Wealth Management Kirkland, Washington	$366K	+$646	1	0.15%	Increased
4197	MHP Manatuck Hill Partners Westport, Connecticut	$359K	+$325K	1	0.11%	New
4198	ECM Ensemble Capital Management San Francisco, California	$354K	+$27K	1	0.03%	Increased
4199	SCA St. Clair Advisors Mayfield Hts, Ohio	$354K	$0	1	0.27%	Maintained
4200	CI Ceera Investments Bellaire, Texas	$348K	$0	1	0.26%	Maintained