← 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
4201	RC RBO & Co Saint Helena, California	$347K	$0	1	0.06%	Maintained
4202	TSA Tri-Star Advisors Houston, Texas	$342K	$0	1	0.15%	Maintained
4203	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$339K	$0	1	0.13%	Maintained
4204	SCP Silverleafe Capital Partners Germantown, Tennessee	$335K	-$578K	1	0.13%	Reduced
4205	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$333K	+$205K	2	0.12%	Increased
4206	PWM Pacific Wealth Management San Diego, California	$331K	$0	1	0.28%	Maintained
4207	HC Hamilton Capital Columbus, Ohio	$330K	+$9.39K	1	0.03%	Increased
4208	SFP Sandbox Financial Partners Bethesda, Maryland	$330K	+$81.1K	1	0.25%	Increased
4209	WFA West Financial Advisors Des Moines, Iowa	$330K	-$64K	2	0.1%	Reduced
4210	FSG Financial Strategies Group Okemos, Michigan	$327K	+$116K	1	0.15%	Increased
4211	PFA Professional Financial Advisors North Platte, Nebraska	$323K	+$100K	11	0.18%	Increased
4212	BWA Beam Wealth Advisors Covington, Louisiana	$321K	+$76.7K	1	0.28%	Increased
4213	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$319K	$0	1	0.07%	Maintained
4214	EWG Executive Wealth Group Kirkland, Washington	$318K	-$3.93K	1	0.19%	Reduced
4215	SA Sunesis Advisors Overland Park, Kansas	$316K	-$5.77K	1	0.24%	Reduced
4216	PA Parkside Advisors Berkeley, California	$315K	-$16.5K	1	0.1%	Reduced
4217	TCM Towercrest Capital Management Newtown, Pennsylvania	$312K	$0	1	0.06%	Maintained
4218	AWM Avondale Wealth Management West Lake Hills, Texas	$311K	-$251K	3	0.29%	Reduced
4219	WS Wela Strategies Atlanta, Georgia	$310K	+$8.01K	1	0.13%	Increased
4220	BBW Blue Barn Wealth Orem, Utah	$309K	+$311K	1	0.32%	New
4221	FSA Financial Services Advisory Rockville, Maryland	$306K	$0	1	0.13%	Maintained
4222	SWG Summit Wealth Group White River Junction, Vermont	$305K	-$77.3K	10	0.45%	Reduced
4223	AFIA America First Investment Advisors Omaha, Nebraska	$304K	$0	2	0.09%	Maintained
4224	BA Bridge Advisory Pasadena, California	$303K	-$13.5K	1	0.15%	Reduced
4225	TAM TFG Asset Management Grand Cayman, Cayman Islands	$303K	+$305K	1	0.02%	New