← 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
5226	BW Basepoint Wealth Cedar Rapids, Iowa	$7.44M	-$1.47M	31	4.26%	Reduced
5227	HWM Howard Wealth Management Madison, Connecticut	$7.44M	+$834K	6	2.75%	Increased
5228	AWP Axis Wealth Partners East Providence, Rhode Island	$7.44M	+$3.9M	8	3.57%	Increased
5229	OCM Obion Capital Management Miami, Florida	$7.43M	+$1.29M	1	6.32%	Increased
5230	MCM M1 Capital Management Bloomfield Hills, Michigan	$7.42M	+$475K	4	2.74%	Increased
5231	MFG Mission Financial Group Las Vegas, Nevada	$7.42M	+$6.82M	13	6.16%	New
5232	CCA Coign Capital Advisors Draper, Utah	$7.4M	+$799K	7	3.33%	Increased
5233	AAA American Alpha Advisors New York	$7.39M	+$202K	4	3.99%	Increased
5234	SIM Sims Investment Management Cincinnati, Ohio	$7.39M	-$3.76K	12	2.28%	Reduced
5235	CIM Capital Investment Management Lees Summit, Missouri	$7.38M	+$1.05M	10	2.26%	Increased
5236	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$7.37M	-$1.42M	10	5.47%	Reduced
5237	FFC Frederick Financial Consultants Frederick, Maryland	$7.36M	+$1.71M	10	3.12%	Increased
5238	4WM 4J Wealth Management Alexandria, Virginia	$7.36M	+$505K	5	3.61%	Increased
5239	CAP Cordoba Advisory Partners New York	$7.34M	+$2.14M	11	1.56%	Increased
5240	CCP Clifford Capital Partners Alpine, Utah	$7.32M	+$8.82M	1	1.01%	Increased
5241	MWS MFA Wealth Services Thousand Oaks, California	$7.32M	+$233K	7	4.37%	Increased
5242	WIA Westbourne Investment Advisors Annapolis, Maryland	$7.32M	+$242K	10	2.02%	Increased
5243	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$7.31M	+$694K	9	2.4%	Increased
5244	DAS DMKC Advisory Services Des Moines, Iowa	$7.31M	+$189K	3	1.38%	Increased
5245	B BetterWealth San Jose, California	$7.31M	+$264K	9	1.29%	Increased
5246	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$7.28M	-$1.84M	3	4.18%	Reduced
5247	CIS Continental Investors Services Longview, Washington	$7.28M	+$437K	9	5.7%	Increased
5248	BWM BankPlus Wealth Management Jackson, Mississippi	$7.27M	+$148K	9	3.27%	Increased
5249	LWM LightSquare Wealth Management Bingham Farms, Michigan	$7.27M	+$7.37K	8	5.01%	Increased
5250	PMFA Plante Moran Financial Advisors Southfield, Michigan	$7.25M	+$1.44M	66	0.34%	Increased