← 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
4426	DA Dougherty & Associates Spring Hill, Florida	$14.5M	-$542K	2	11.58%	Reduced
4427	GIM Guild Investment Management Los Angeles, California	$14.5M	-$1.76M	6	9.88%	Reduced
4428	GL Gerber LLC Columbus, Ohio	$14.4M	+$887K	12	6.8%	Increased
4429	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$14.4M	-$267K	7	4.87%	Reduced
4430	MAG MRA Advisory Group Parsippany, New Jersey	$14.4M	+$435K	14	5.24%	Increased
4431	QFA Quattro Financial Advisors The Woodlands, Texas	$14.4M	-$1.5M	5	3.09%	Reduced
4432	C1AG Client 1st Advisory Group Dunedin, Florida	$14.4M	+$1.15M	9	3.76%	Increased
4433	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$14.4M	+$974K	13	3.52%	Increased
4434	SAM Southernsun Asset Management Memphis, Tennessee	$14.4M	-$2.95M	1	1.94%	Reduced
4435	BAM Beaumont Asset Management Beaumont, Texas	$14.4M	+$761K	6	5.6%	Increased
4436	FWA FOCUS Wealth Advisors Houston, Texas	$14.4M	+$5.55M	6	6.68%	Increased
4437	AP Archon Partners Princeton Junction, New Jersey	$14.4M	$0	1	1.54%	Maintained
4438	WPA West Paces Advisors Atlanta, Georgia	$14.4M	+$1.33M	42	2.42%	Increased
4439	PW Potentia Wealth San Jose, California	$14.4M	-$58.6K	6	5.89%	Reduced
4440	NWM Nolet Wealth Management Fort Worth, Texas	$14.4M	+$2.51M	18	7.93%	Increased
4441	HGWM Horst & Graben Wealth Management Portland, Oregon	$14.4M	-$344K	10	1.89%	Reduced
4442	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$14.3M	+$68.2K	6	4.66%	Increased
4443	SC Shuttleworth & Co Powell, Ohio	$14.3M	+$302K	4	11.46%	Increased
4444	BIA Bigelow Investment Advisors Portland, Maine	$14.3M	+$994K	11	5.19%	Increased
4445	BFS BridgePort Financial Solutions Fairfield, Iowa	$14.3M	-$381K	9	3.64%	Reduced
4446	LA Latitude Advisors Vero Beach, Florida	$14.3M	+$588K	14	5.71%	Increased
4447	OMG One Madison Group New York	$14.3M	-$12.7M	1	1.38%	Reduced
4448	AT Adelphi Trust Saint Petersburg, Florida	$14.3M	+$2.31M	9	9.5%	Increased
4449	WIM WIM Investment Management Hong Kong	$14.3M	+$202K	5	4.68%	Increased
4450	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$14.3M	-$3.88M	21	6.86%	Reduced