← 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
4701	SAS Sage Advisory Services Austin, Texas	$203K	-$350K	1	0.06%	Reduced
4702	NWM Northwest Wealth Management Spencer, Iowa	$202K	+$234K	1	0.09%	New
4703	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$201K	$0	1	0.1%	Maintained
4704	SFG Socha Financial Group Corning, New York	$201K	+$69	1	0.21%	Increased
4705	CWM Cadence Wealth Management Westborough, Massachusetts	$200K	+$231K	1	0.21%	New
4706	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$200K	-$249K	1	0.11%	Reduced
4707	CA Claris Advisors St. Louis, Missouri	$200K	+$7.14K	1	0.22%	Increased
4708	GJCM Grand Jean Capital Management San Francisco, California	$200K	-$5.16M	1	0.08%	Reduced
4709	JCP JB Capital Partners Armonk, New York	$200K	$0	1	0.05%	Maintained
4710	AFIA America First Investment Advisors Omaha, Nebraska	$198K	$0	2	0.06%	Maintained
4711	UFF USA Financial Formulas Ada, Michigan	$198K	-$4.23M	21	0.25%	Reduced
4712	Bellevue Group Kuesnacht, Switzerland	$195K	-$90K	1	0%	Reduced
4713	DCM Difesa Capital Management New York	$193K	$0	1	0.11%	Maintained
4714	CM Cornerstone Management Duluth, Georgia	$191K	-$48.1K	8	0.05%	Reduced
4715	AWM Alterna Wealth Management Houston, Texas	$189K	-$1.97M	1	0.19%	Reduced
4716	SSC Syverson Strege & Co West Des Moines, Iowa	$188K	+$48.4K	6	0.07%	Increased
4717	LPWM Lake Point Wealth Management Rockwall, Texas	$185K	+$5.67K	19	0.1%	Increased
4718	ACM Antonetti Capital Management Naples, Florida	$167K	-$5.13K	7	0.18%	Reduced
4719	VC Veery Capital Wilmington, Delaware	$164K	-$386K	2	0.1%	Reduced
4720	EC Estate Counselors Thiensville, Wisconsin	$159K	-$5.84M	3	0.02%	Reduced
4721	DCM Disciplina Capital Management Nashville, Tennessee	$159K	+$576	5	0.03%	Increased
4722	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$158K	+$123K	4	0.06%	Increased
4723	BI Bramshill Investments Naples, Florida	$154K	+$156K	3	0.02%	New
4724	IHWM Iron Horse Wealth Management Johston, Iowa	$154K	+$8.68K	8	0.09%	Increased
4725	HCA Heck Capital Advisors Rhinelander, Wisconsin	$144K	-$250K	1	0.03%	Reduced