← 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
6001	WB West Bancorporation West Des Moines, Iowa	$3.21M	+$154K	5	1.37%	Increased
6002	HFS Horizon Financial Services Winston Salem, North Carolina	$3.21M	+$619K	22	1.23%	Increased
6003	CPA Cathy Pareto & Associates Coral Gables, Florida	$3.21M	+$407K	6	1.88%	Increased
6004	AWM Austin Wealth Management Austin, Texas	$3.19M	-$170K	4	0.67%	Reduced
6005	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$3.19M	+$645K	5	1.98%	Increased
6006	FA FF Advisors Manhattan Beach, California	$3.19M	+$588K	5	1.2%	Increased
6007	CAM CPA Asset Management West Palm Beach, Florida	$3.19M	-$22K	5	0.92%	Reduced
6008	AV Alamea Verwaltungs Edison, New Jersey	$3.18M	+$2.19M	5	2.54%	New
6009	KPP Kings Path Partners Sugar Land, Texas	$3.18M	-$702K	12	0.85%	Reduced
6010	SPWM Schrum Private Wealth Management St. Augustine, Florida	$3.18M	-$277K	3	3.26%	Reduced
6011	NF NavPoint Financial Prior Lake, Minnesota	$3.18M	+$727K	6	1.18%	Increased
6012	MWM Moulton Wealth Management Spokane, Washington	$3.16M	+$802K	1	2.08%	Increased
6013	PC Payne Capital Lake Oswego, Oregon	$3.16M	-$16.4K	1	2.63%	Reduced
6014	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$3.15M	+$1.18M	6	0.23%	Increased
6015	CWM C2C Wealth Management Scottsdale, Arizona	$3.15M	+$1.12M	3	2.47%	Increased
6016	VFM Vision Financial Markets Stamford, Connecticut	$3.15M	+$3.16K	18	2.73%	Increased
6017	RCG Ridge Creek Global Strongsville, Ohio	$3.15M	+$733K	7	2.45%	Increased
6018	LFS Littlejohn Financial Services Roseburg, Oregon	$3.15M	+$747K	5	2.29%	Increased
6019	RFP Roth Financial Partners Kingwood, Texas	$3.14M	+$157K	4	0.93%	Increased
6020	PWM Penobscot Wealth Management Portland, Maine	$3.14M	+$946K	5	0.84%	Increased
6021	TIM Total Investment Management Scottsdale, Arizona	$3.13M	+$561K	4	0.33%	Increased
6022	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$3.13M	-$1.31M	6	1.7%	Reduced
6023	AA Ascent Advisors Mankato, Minnesota	$3.13M	+$231K	1	3.61%	Increased
6024	HAP Harbor Asset Planning Belmont, Massachusetts	$3.13M	+$9.94K	17	2.35%	Increased
6025	GP Gallo Partners Bloomfield, New Jersey	$3.12M	-$486K	4	6.93%	Reduced