← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
5751
BWM
BCGM Wealth Management
Indiana
$4.38M +$73K 2 0.93% Increased
5752
B
Birchbrook
Maine
$4.37M -$86K 12 2.05% Reduced
5753
HFS
Hughes Financial Services
Virginia
$4.37M +$561K 75 0.58% Increased
5754
VFP
Verus Financial Partners
Virginia
$4.37M +$611K 9 0.37% Increased
5755
WAOI
Wealth Advisors of Iowa
Iowa
$4.36M -$115K 4 1.18% Reduced
5756
PFA
Professional Financial Advisors
Nebraska
$4.35M +$1.88M 5 0.75% Increased
5757
CWA
Continuum Wealth Advisors
New York
$4.35M +$714K 6 1.47% Increased
5758
SWM
Shrier Wealth Management
California
$4.35M +$220K 5 1.47% Increased
5759
KLI
Kelman-Lazarov Inc
Tennessee
$4.34M +$1.14M 8 0.57% Increased
5760
CL
COWA LLC
Oklahoma
$4.34M +$735K 5 1.09% Increased
5761
TFM
Trademark Financial Management
Minnesota
$4.34M -$2.72K 2 1.78% Reduced
5762
WG
Watchman Group
Texas
$4.34M -$3.28M 2 0.97% Reduced
5763
BCG
Bravias Capital Group
New Jersey
$4.33M -$184K 4 2.57% Reduced
5764
PPWM
PFG Private Wealth Management
Florida
$4.33M +$610K 8 1.88% Increased
5765
IWAO
Independence Wealth Advisors (Ohio)
Ohio
$4.33M -$332K 6 2.17% Reduced
5766
SFB
STAR Financial Bank
Indiana
$4.33M +$1.06M 6 1.76% Increased
5767
AC
AWM Capital
Arizona
$4.32M +$199K 7 0.35% Increased
5768
ASCM
Adkins Seale Capital Management
Louisiana
$4.32M -$44.1K 9 3.84% Reduced
5769
CCG
Capital CS Group
California
$4.32M +$2.71M 6 3.41% Increased
5770
GPW
Gentry Private Wealth
Kansas
$4.32M +$2.15M 7 2.22% Increased
5771
BAM
Boyar Asset Management
New York
$4.31M -$148K 3 2.47% Reduced
5772
PFO
PMG Family Office
Texas
$4.29M +$662K 6 3.95% Increased
5773
AAS
AdviceOne Advisory Services
Connecticut
$4.29M +$298K 5 2.42% Increased
5774
PS
Pinney & Scofield
Massachusetts
$4.28M -$17.5K 10 2.09% Reduced
5775
DPW
DiNuzzo Private Wealth
Pennsylvania
$4.28M -$66.9K 51 0.42% Reduced