← 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	SOAG Silver Oak Advisory Group Portland, Oregon	$297K	+$292K	1	0.19%	New
4952	MAM Marketfield Asset Management New York	$297K	$0	1	0.25%	Maintained
4953	PFA Peak Financial Advisors Denver, Colorado	$297K	-$383K	2	0.32%	Reduced
4954	KWM Kaydan Wealth Management Fenton, Michigan	$295K	-$20.1K	1	0.12%	Reduced
4955	CAG Compass Advisory Group Melville, New York	$294K	-$44.8K	1	0.15%	Reduced
4956	JA JVL Associates Wyoming, Michigan	$293K	+$10.8K	1	0.15%	Increased
4957	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$293K	$0	1	0.22%	Maintained
4958	WF Whelan Financial Fresno, California	$291K	+$72.1K	1	0.15%	Increased
4959	FWS FinDec Wealth Services Stockton, California	$290K	+$299K	1	0.21%	New
4960	BC Bricktown Capital Detroit, Michigan	$290K	$0	1	0.06%	Maintained
4961	BWA Beam Wealth Advisors Covington, Louisiana	$289K	+$4.93K	1	0.21%	Increased
4962	RWM Refined Wealth Management Salt Lake City, Utah	$288K	-$10.8K	1	0.26%	Reduced
4963	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$287K	$0	1	0.14%	Maintained
4964	EWA Evolution Wealth Advisors Aventura, Florida	$287K	-$207K	1	0.06%	Reduced
4965	DWM Dechtman Wealth Management Centennial, Colorado	$287K	+$293	1	0.09%	Increased
4966	AG Appleton Group Appleton, Wisconsin	$285K	-$288K	1	1%	Reduced
4967	OCFG O'Connor Financial Group Quincy, Illinois	$285K	+$12.1K	1	0.2%	Increased
4968	AWM Act Wealth Management Plano, Texas	$284K	$0	1	0.19%	Maintained
4969	DCS Destiny Capital Securities Golden, Colorado	$284K	+$293K	1	0.23%	New
4970	Orgel Wealth Management Altoona, Wisconsin	$283K	+$292K	1	0.01%	New
4971	HCM Horrell Capital Management Little Rock, Arkansas	$283K	+$194	8	0.09%	Increased
4972	KA Kearns & Associates Palos Verdes Estates, California	$283K	$0	1	0.27%	Maintained
4973	WFA Websterrogers Financial Advisors Florence, South Carolina	$280K	$0	1	0.12%	Maintained
4974	KWA Kellett Wealth Advisors Cincinnati, Ohio	$276K	+$285K	1	0.24%	New
4975	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$274K	$0	1	6.73%	Maintained