← 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
4951	PAS Parsonex Advisory Services Englewood, Colorado	$9.58M	-$1.4M	7	8.33%	Reduced
4952	TR Tepp RIA Westfield, New Jersey	$9.55M	+$7.63M	2	6.48%	New
4953	CA Commerce Advisors Memphis, Tennessee	$9.55M	+$1.05M	8	5.19%	Increased
4954	GIM Guardian Investment Management Tiburon, California	$9.54M	-$1.93M	5	6.16%	Reduced
4955	FWM Forteris Wealth Management Armonk, New York	$9.54M	+$842K	6	7.81%	Increased
4956	CCM Crestwood Capital Management New York	$9.52M	-$319K	1	6.24%	Reduced
4957	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$9.52M	-$240K	22	2.57%	Reduced
4958	SC Solstein Capital Menlo Park, California	$9.51M	-$25.1K	23	3.26%	Reduced
4959	GFP Guardian Financial Partners Orange, California	$9.47M	+$306K	8	3.69%	Increased
4960	TC TAGStone Capital Charlotte, North Carolina	$9.47M	+$857K	6	3.01%	Increased
4961	PW Paladin Wealth Arden Hills, Minnesota	$9.46M	+$1.61M	7	5.5%	Increased
4962	PCMF Private Capital Management (Florida) Naples, Florida	$9.44M	-$908K	8	0.83%	Reduced
4963	LWA Lantern Wealth Advisors Melville, New York	$9.43M	+$1.55M	11	4.32%	Increased
4964	WAG Wilkerson Advisory Group Columbia, Missouri	$9.41M	+$767K	34	2.89%	Increased
4965	PWAC Private Wealth Advisors (California) Fresno, California	$9.41M	-$395K	3	2.41%	Reduced
4966	SP Sequent Planning Omaha, Nebraska	$9.4M	+$90.1K	9	2.01%	Increased
4967	NJIM Nabity-Jensen Investment Management Omaha, Nebraska	$9.38M	-$357K	4	5.75%	Reduced
4968	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$9.37M	$0	1	7.2%	Maintained
4969	BIG Boothe Investment Group Dover, Delaware	$9.34M	-$9.37M	1	2.94%	Reduced
4970	FFA Fi3 Financial Advisors Indianapolis, Indiana	$9.34M	+$13.3M	17	2.23%	Increased
4971	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$9.34M	+$328K	7	1.84%	Increased
4972	EC Estate Counselors Thiensville, Wisconsin	$9.33M	-$7.07M	5	0.8%	Reduced
4973	LWPC Legacy Wealth Partners (Colorado) Lakewood, Colorado	$9.33M	-$3.86M	8	2.1%	Reduced
4974	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$9.32M	-$103K	5	3.9%	Reduced
4975	E Entelevest Coral Gables, Florida	$9.31M	-$547K	8	7.96%	Reduced