← 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
4801	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$10.8M	-$465K	5	3.55%	Reduced
4802	KSB Kennebec Savings Bank Augusta, Maine	$10.8M	+$280K	14	8.67%	Increased
4803	LCG Lynx Capital Group Beachwood, Ohio	$10.8M	+$1.01M	5	4.36%	Increased
4804	TFM TFC Financial Management Boston, Massachusetts	$10.8M	+$659K	47	1.2%	Increased
4805	TWM Tripletail Wealth Management Orlando, Florida	$10.8M	-$399K	23	12.37%	Reduced
4806	CWM Cherrydale Wealth Management Hoboken, New Jersey	$10.7M	+$1.05M	12	2.81%	Increased
4807	BWM BAM Wealth Management Lakewood, Colorado	$10.7M	+$727K	7	6.7%	Increased
4808	BW Blalock Williams Alexander City, Alabama	$10.7M	+$1.23M	12	6.95%	Increased
4809	1IA 1620 Investment Advisors Plymouth, Massachusetts	$10.7M	-$3.02M	36	6.64%	Reduced
4810	BCA Bernzott Capital Advisors Camarillo, California	$10.7M	-$11M	1	4.29%	Reduced
4811	TCM TruNorth Capital Management Kalamazoo, Michigan	$10.7M	+$839K	10	1.72%	Increased
4812	RCSA REYL & Cie S.A. Geneva, Switzerland	$10.7M	+$16.2M	11	12.31%	New
4813	SFG Seamount Financial Group Colorado Springs, Colorado	$10.7M	+$5.73K	8	4.3%	Increased
4814	FUBT First United Bank & Trust Oakland, Maryland	$10.7M	+$316K	20	3.07%	Increased
4815	CWR Chico Wealth RIA Chico, California	$10.7M	+$522K	5	5.56%	Increased
4816	FA Fountainhead AM Warren, New Jersey	$10.7M	+$2.88M	15	7.93%	Increased
4817	TPCM Two Point Capital Management Pittsford, New York	$10.7M	-$4.07M	2	4.29%	Reduced
4818	AWS Aspen Wealth Strategies Arvada, Colorado	$10.7M	-$1.18M	4	5.15%	Reduced
4819	PS Planned Solutions Folsom, California	$10.7M	+$1.59M	12	3.05%	Increased
4820	VFP Vilga Financial Planning Fair Lawn, New Jersey	$10.6M	+$1.71M	9	8.07%	Increased
4821	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$10.6M	+$747K	5	5.24%	Increased
4822	SCA Sulzberger Capital Advisors Miami, Florida	$10.6M	-$549K	7	10.38%	Reduced
4823	DI DAGCO Inc Westlake, Ohio	$10.6M	+$1.16M	6	1.96%	Increased
4824	WS Wilian Securities Vadnais Heights, Minnesota	$10.6M	+$4.56M	6	6.27%	Increased
4825	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$10.6M	+$566K	5	5.21%	Increased