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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
5551
BAWC
Boyce & Associates Wealth Consulting
Texas
$5.48M -$69K 3 3.8% Reduced
5552
CWM
Consultiva Wealth Management
Puerto Rico
$5.47M +$19.5K 13 12.33% Increased
5553
BH
Burk Holdings
Oklahoma
$5.47M -$224K 28 2.02% Reduced
5554
CWM
Carolina Wealth Management
North Carolina
$5.47M +$5.5M 4 2.51% New
5555
EFP
Elser Financial Planning
Indiana
$5.46M +$14.5K 6 0.24% Increased
5556
PGH
Partners Group Holding
Switzerland
$5.46M -$549K 2 0.37% Reduced
5557
PWP
Parkwoods Wealth Partners
New York
$5.45M +$2.85M 7 0.88% Increased
5558
RCM
Ridgepath Capital Management
Tennessee
$5.45M +$1.3M 5 2.41% Increased
5559
KSWWM
Keyes Stange & Wooten Wealth Management
Florida
$5.45M -$257K 8 2.17% Reduced
5560
EA
Echo45 Advisors
California
$5.45M -$1.25M 10 2.81% Reduced
5561
SIA
Sovereign Investment Advisors
Arizona
$5.45M -$30.8K 9 1.02% Reduced
5562
RK
Rather & Kittrell
Tennessee
$5.44M +$617K 4 0.76% Increased
5563
EFA
Englebert Financial Advisers
Pennsylvania
$5.44M -$357K 6 5.36% Reduced
5564
VBFP
Valtinson Bruner Financial Planning
Minnesota
$5.44M -$693K 6 1.36% Reduced
5565
TFCP
Twin Focus Capital Partners
Massachusetts
$5.42M -$811K 2 0.55% Reduced
5566
GD
Galaxy Digital
New York
$5.42M -$2.59M 3 0.32% Reduced
5567
BRF
B. Riley Financial
California
$5.42M -$801K 4 1.25% Reduced
5568
PF
Prota Financial
Texas
$5.42M +$467K 10 3.57% Increased
5569
GB
Goepper Burkhardt
South Carolina
$5.42M +$454K 3 1.63% Increased
5570
TCM
TABR Capital Management
California
$5.41M -$1.19M 8 4.61% Reduced
5571
IWM
Integris Wealth Management
California
$5.41M +$1.64M 8 1.09% Increased
5572
PBK
Peoples Bank (Kansas)
Kansas
$5.41M +$131K 6 5.25% Increased
5573
RFA
Reyes Financial Architecture
California
$5.4M +$820K 15 3.03% Increased
5574
RIA
Rhodes Investment Advisors
Texas
$5.4M +$612K 6 3.97% Increased
5575
LOAMU
Lombard Odier Asset Management (USA)
New York
$5.4M +$2.09M 9 0.74% Increased