← 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
5726	MRP Measured Risk Portfolios San Diego, California	$4.5M	-$859K	3	4%	Reduced
5727	AIS Advocate Investing Services Woodbine, Maryland	$4.49M	+$199K	24	3.46%	Increased
5728	JMA J.M. Arbour Gardiner, Maine	$4.48M	+$1.19M	7	3.86%	Increased
5729	CSF Capital Squared Financial Rockville, Maryland	$4.48M	-$84.1K	4	2.93%	Reduced
5730	DWMS Dominguez Wealth Management Solutions Williamsburg, Virginia	$4.47M	+$450K	4	2.47%	Increased
5731	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$4.47M	+$830K	7	0.53%	Increased
5732	RFS RM Financial Services Falmouth, Maine	$4.47M	+$388K	4	3.32%	Increased
5733	PAG Powers Advisory Group Highland, Illinois	$4.46M	-$109K	7	1.4%	Reduced
5734	KWA Kondo Wealth Advisors Pasadena, California	$4.46M	+$1.33M	8	1.49%	Increased
5735	GC Gibson Capital Wexford, Pennsylvania	$4.45M	+$622K	6	0.73%	Increased
5736	UMC UNC Management Company Chapel Hill, North Carolina	$4.44M	+$4.73M	1	0.21%	New
5737	SIM SummerHaven Investment Management Stamford, Connecticut	$4.44M	$0	2	2.38%	Maintained
5738	SHFP Second Half Financial Partners Sebring, Florida	$4.43M	-$137K	8	1.82%	Reduced
5739	JWM Johnson Wealth Management Grand Forks, North Dakota	$4.42M	+$1.28M	8	1.87%	Increased
5740	AR Apeiron RIA Dallas, Texas	$4.42M	-$6.48M	5	1.13%	Reduced
5741	OCAI O'Connor Alternative Investments New York	$4.42M	-$6.4M	1	0.32%	Reduced
5742	CCP Cassia Capital Partners Winston Salem, North Carolina	$4.41M	+$98.3K	3	2.14%	Increased
5743	OCFG O'Connor Financial Group Quincy, Illinois	$4.41M	+$1.57M	8	1.56%	Increased
5744	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$4.41M	+$2.74M	3	2.77%	Increased
5745	BF Blankinship & Foster Solana Beach, California	$4.41M	+$814K	5	0.89%	Increased
5746	KG Kilter Group Rhinebeck, New York	$4.4M	+$465K	70	1.6%	Increased
5747	SI Stonekeep Investments Sante Fe, New Mexico	$4.4M	+$344K	3	2.56%	Increased
5748	CIC Cincinnati Indemnity Company Fairfield, Ohio	$4.4M	$0	1	10.71%	Maintained
5749	VW Veridan Wealth West Linn, Oregon	$4.39M	+$357K	5	1.49%	Increased
5750	IWS Integrity Wealth Solutions Denver, Colorado	$4.39M	-$10.1K	3	1.62%	Reduced