← 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
5051	RP Raelipskie Partnership Waterloo, Ontario, Canada	$8.75M	-$150K	6	3.3%	Reduced
5052	CWMA Capstone Wealth Management (Alabama) Tuscaloosa, Alabama	$8.73M	+$6.3M	13	4.05%	Increased
5053	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$8.73M	+$132K	20	0.85%	Increased
5054	CI Cherokee Insurance Sterling Heights, Michigan	$8.72M	-$3.12M	9	3.36%	Reduced
5055	CDMG Creek Drive Management Group San Francisco, California	$8.7M	+$4.95M	2	4.22%	Increased
5056	PFM Peak Financial Management Wellesley, Massachusetts	$8.69M	+$1.23M	10	1.99%	Increased
5057	TIAA Trust, National Association Charlotte, North Carolina	$8.69M	-$13.6M	18	0.51%	Reduced
5058	LI LVZ Inc Holland, Michigan	$8.68M	+$620K	8	0.88%	Increased
5059	CA Clune & Associates Chicago, Illinois	$8.67M	+$660K	6	1.31%	Increased
5060	RMF Red Mountain Financial Fort Collins, Colorado	$8.65M	-$16.9K	4	7.26%	Reduced
5061	CRIG Charter Research & Investment Group Southport, Connecticut	$8.63M	+$267K	6	5.24%	Increased
5062	AT Arlington Trust Birmingham, Alabama	$8.62M	+$322K	33	0.73%	Increased
5063	CL CPWA LLC Hood River, Oregon	$8.62M	+$456K	10	10.01%	Increased
5064	QWM QP Wealth Management Eatontown, New Jersey	$8.62M	+$744K	10	12.29%	Increased
5065	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$8.61M	+$1.76M	11	1.47%	Increased
5066	FF Foundry Financial Pasadena, California	$8.61M	+$2.28M	4	2.9%	Increased
5067	AG ASO Group Road Town,	$8.61M	$0	1	3.65%	Maintained
5068	AFM Armstrong Fleming & Moore Washington, District of Columbia	$8.6M	+$484K	7	2.85%	Increased
5069	ACM Arcataur Capital Management Milwaukee, Wisconsin	$8.6M	+$246K	5	2.13%	Increased
5070	WWA Wealth Watch Advisors Englewood, Colorado	$8.6M	+$2.64M	8	2.79%	Increased
5071	HFP Holistic Financial Partners Indianapolis, Indiana	$8.59M	-$6.47M	10	5.25%	Reduced
5072	ABC Anchor Bay Capital Carlsbad, California	$8.58M	+$8.36M	19	4.63%	New
5073	SPW Sonoma Private Wealth Sonoma, California	$8.58M	+$382K	6	9.21%	Increased
5074	AIA Accelerate Investment Advisors Aliso Viejo, California	$8.58M	+$2.16M	12	4.92%	Increased
5075	SFS Sharp Financial Services Horsham, Pennsylvania	$8.57M	+$683K	10	3.97%	Increased