← 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
4301	SWM Sanctuary Wealth Management Pocatello, Idaho	$202K	$0	1	0.24%	Maintained
4302	BJ Brouwer & Janachowski Mill Valley, California	$201K	+$202K	1	0.03%	New
4303	RRCM Rappaport Reiches Capital Management Skokie`, Illinois	$200K	+$191K	1	0.21%	New
4304	SSC Syverson Strege & Co West Des Moines, Iowa	$197K	+$1.45K	5	0.18%	Increased
4305	RCM Regency Capital Management Honolulu, Hawaii	$195K	+$84.7K	4	0.15%	Increased
4306	MIM Macroview Investment Management Bethesda, Maryland	$191K	-$28.6K	25	0.26%	Reduced
4307	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$189K	-$2.53K	5	0.17%	Reduced
4308	CPWM Cypress Point Wealth Management Dallas, Texas	$186K	+$142K	7	0.13%	Increased
4309	MFA McClarren Financial Advisors State College, Pennsylvania	$178K	+$9.61K	9	0.14%	Increased
4310	GIA Goodwin Investment Advisory Woodstock, Georgia	$177K	-$33K	3	0.19%	Reduced
4311	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$171K	+$72.8K	6	0.03%	Increased
4312	BFG Baron Financial Group Fair Lawn, New Jersey	$170K	-$20.5K	6	0.11%	Reduced
4313	IHWM Iron Horse Wealth Management Johston, Iowa	$164K	+$11.7K	4	0.11%	Increased
4314	AA Alta Advisers London, United Kingdom	$160K	$0	1	0.11%	Maintained
4315	NOI Newton One Investments Newark, Delaware	$145K	+$145K	3	0.12%	New
4316	QVR San Francisco, California	$144K	-$116K	2	0.01%	Reduced
4317	NL NKCFO LLC Geneva, Illinois	$142K	-$352K	1	0.05%	Reduced
4318	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$141K	+$9.72K	5	0.17%	Increased
4319	PC Permanens Capital New York	$135K	-$6.11M	3	0.02%	Reduced
4320	YAL Your Advocates Ltd Houston, Texas	$130K	-$12.7K	2	0.08%	Reduced
4321	JWBC John W. Brooker & Co Oakland, California	$107K	-$13K	3	0.06%	Reduced
4322	KIG Kessler Investment Group Columbus, Indiana	$107K	+$10K	3	0.09%	Increased
4323	CMF Counterpoint Mutual Funds San Diego, California	$105K	+$102K	8	0.09%	New
4324	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$99K	+$22.5K	1	0.02%	Increased
4325	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$97K	+$96.6K	2	0.06%	New