← 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
4276	RVPG Relative Value Partners Group	$801K	-$1.84M	1	0.06%	Reduced
4277	TCWA Ten Capital Wealth Advisors Spokane, Washington	$800K	+$59.1K	19	0.35%	Increased
4278	NAG Northstar Advisory Group Northfield, New Jersey	$796K	-$3.74M	2	0.59%	Reduced
4279	ODG O'Dell Group Cincinnati, Ohio	$796K	-$23.1K	16	0.28%	Reduced
4280	WAM Walker Asset Management Verona, Missouri	$793K	+$69.9K	3	0.71%	Increased
4281	MAM MMA Asset Management Conshohocken, Pennsylvania	$792K	$0	3	0.68%	Maintained
4282	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$789K	-$5.33M	31	0.17%	Reduced
4283	BWA BlueSky Wealth Advisors New Bern, North Carolina	$787K	$0	1	0.17%	Maintained
4284	HIG Heritage Investment Group Pompano Beach, Florida	$785K	$0	3	0.45%	Maintained
4285	RIA Richwood Investment Advisors Cincinnati, Ohio	$781K	-$193K	2	0.79%	Reduced
4286	CA Crumly & Associates Springfield, Illinois	$780K	+$15.2K	1	0.32%	Increased
4287	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$779K	+$202K	1	0.98%	Increased
4288	FW FirstPurpose Wealth Orem, Utah	$778K	+$79.6K	3	0.52%	Increased
4289	SFA Source Financial Advisors New York	$778K	-$4.59K	2	0.31%	Reduced
4290	HC Hoese & Co Glencoe, Minnesota	$774K	+$486K	12	0.87%	Increased
4291	T TNF Billings, Montana	$774K	-$305K	3	0.37%	Reduced
4292	QCIG Quad-Cities Investment Group Davenport, Iowa	$771K	+$85K	3	0.57%	Increased
4293	Conestoga Capital Advisors Wayne, Pennsylvania	$769K	$0	1	0.01%	Maintained
4294	Tortoise Capital Advisors Overland Park, Kansas	$769K	+$1.01M	1	0.01%	New
4295	BWM BCS Wealth Management Johnson City, Tennessee	$768K	-$6.23K	3	0.34%	Reduced
4296	ES ETF Store Overland Park, Kansas	$768K	+$2.94K	2	0.63%	Increased
4297	TGAM TBH Global Asset Management Brentwood, Tennessee	$766K	-$3.08M	2	0.18%	Reduced
4298	CIM Chapman Investment Management San Anselmo, California	$764K	$0	1	0.53%	Maintained
4299	UL Unionview LLC Seattle, Washington	$763K	-$807K	1	0.85%	Reduced
4300	RWM Raffa Wealth Management Washington, District of Columbia	$762K	+$12.4K	39	0.35%	Increased