← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
4751
HWM
Horizons Wealth Management
North Carolina
$81K +$83.6K 5 0.07% New
4752
IFS
Intelligent Financial Strategies
Minnesota
$81K -$12K 2 0.08% Reduced
4753
Belvedere Trading
Belvedere Trading
Illinois
$78K -$191K 1 0% Reduced
4754
DMKJ
David M. Knott Jr
$73K +$85.9K 3 0.03% New
4755
BWS
BCR Wealth Strategies
Alabama
$65K $0 3 0.07% Maintained
4756
GRIM
Greenhaven Road Investment Management
Connecticut
$61K $0 1 0.03% Maintained
4757
KSWA
Kathleen S. Wright Associates
Pennsylvania
$60K $0 1 0.05% Maintained
4758
NL
NKCFO LLC
Illinois
$59K $0 1 0.02% Maintained
4759
JWBC
John W. Brooker & Co
California
$57K $0 3 0.03% Maintained
4760
TA
Teramo Advisors
Florida
$52K +$24.2K 1 0.03% Increased
4761
FC
Family CFO
California
$51.1K $0 2 0.06% Maintained
4762
MG
MilWealth Group
Wisconsin
$47.5K -$30.9K 2 0.02% Reduced
4763
GA
Gateway Advisory
New Jersey
$46K -$2.14M 1 0.02% Reduced
4764
SCM
SG Capital Management
Illinois
$44K -$4.74M 1 0.03% Reduced
4765
BA
Bellwether Advisors
Nebraska
$37K -$58.1K 12 0.01% Reduced
4766
IA
IFS Advisors
Kansas
$30K -$24.2K 5 0.08% Reduced
4767
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$27K +$30.4K 2 0% New
4768
LPP
Life Planning Partners
Florida
$23K $0 1 0.03% Maintained
4769
KIA
Kraematon Investment Advisors
Massachusetts
$19K -$445K 1 0.02% Reduced
4770
PLU
Performa Ltd (US)
South Carolina
$16K +$16.8K 1 0.01% Increased
4771
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$15K +$18K 2 0% New
4772
IFA
Interactive Financial Advisors
Illinois
$15K $0 1 0.01% Maintained
4773
EW
Emerson Wealth
Michigan
$14K -$27K 1 0.01% Reduced
4774
YAL
Your Advocates Ltd
Texas
$14K -$25K 3 0.01% Reduced
4775
ASW
Astoria Strategic Wealth
Texas
$13K $0 1 0.01% Maintained