← 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
4926	LFIA Legacy Financial Independent Advisors Louisville, Kentucky	$9.8M	+$2.17M	6	4.61%	Increased
4927	DBFM Dickmeyer Boyce Financial Management Fort Wayne, Indiana	$9.78M	+$284K	10	5.07%	Increased
4928	BC Brio Consultants San Francisco, California	$9.77M	+$449K	10	1.14%	Increased
4929	PWA Portus Wealth Advisors Charlotte, North Carolina	$9.76M	+$309K	4	8.04%	Increased
4930	CC Constitution Capital Shelton, Connecticut	$9.76M	-$141K	4	5.01%	Reduced
4931	UCI Uncommon Cents Investing Janesville, Wisconsin	$9.76M	+$730K	6	2.11%	Increased
4932	TDC Thompson Davis & Co Richmond, Virginia	$9.75M	+$2.05M	13	5.83%	Increased
4933	USB Union Savings Bank Litchfield, Connecticut	$9.75M	+$131K	21	3.92%	Increased
4934	BFG Beto Financial Group Boise, Idaho	$9.75M	-$256K	9	5.12%	Reduced
4935	KIA Kraematon Investment Advisors Braintree, Massachusetts	$9.75M	+$27.6K	5	7.26%	Increased
4936	IF IRON Financial Northbrook, Illinois	$9.73M	+$637K	9	4.01%	Increased
4937	AW Avion Wealth The Woodlands, Texas	$9.71M	+$224K	83	1.81%	Increased
4938	IAG Investment Advisory Group Hanover, Massachusetts	$9.71M	+$1.32M	13	2.11%	Increased
4939	KOC Koss-Olinger Consulting Gainesville, Florida	$9.7M	-$5M	5	0.75%	Reduced
4940	NS Northland Securities Minneapolis, Minnesota	$9.69M	+$407K	7	5.64%	Increased
4941	AGP Aspire Growth Partners Miromar Lakes, Florida	$9.67M	+$845K	11	5.61%	Increased
4942	ESBC E.S. Barr & Co Lexington, Kentucky	$9.66M	+$20.6K	3	0.54%	Increased
4943	AWAP Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$9.66M	+$777K	14	3.14%	Increased
4944	GCM G2 Capital Management Columbus, Ohio	$9.66M	+$545K	6	2.11%	Increased
4945	GC GMT Capital Atlanta, Georgia	$9.66M	-$165K	4	0.5%	Reduced
4946	BAG Bridgewealth Advisory Group Fresno, California	$9.65M	+$679K	6	1.82%	Increased
4947	BWA Beam Wealth Advisors Covington, Louisiana	$9.64M	-$241K	1	2.13%	Reduced
4948	CW CrossGen Wealth Greenville, North Carolina	$9.63M	-$18.2K	11	7.48%	Reduced
4949	FCM Fieldview Capital Management Niles, Michigan	$9.62M	-$7.49M	14	2.74%	Reduced
4950	RPGNY Retirement Planning Group (New York) Malta, New York	$9.6M	+$1.21M	9	5.23%	Increased