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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
6251
CFS
Compass Financial Services
Iowa
$283K -$44.2K 12 0.14% Reduced
6252
HCP
Hardin Capital Partners
South Carolina
$283K -$282K 1 0.17% Reduced
6253
SWP
SIMA Wealth Partners
Virginia
$281K -$27K 4 0.23% Reduced
6254
CI
Cordant Inc
Oregon
$280K -$2.6K 3 0.14% Reduced
6255
SFG
Sage Financial Group
Pennsylvania
$279K +$232K 1 0.02% New
6256
CAG
Cypress Advisory Group
Arizona
$279K -$391K 1 0.22% Reduced
6257
IA
IFS Advisors
Kansas
$277K -$56.3K 9 0.21% Reduced
6258
CWM
ClientFirst Wealth Management
Arkansas
$276K +$220K 1 0.28% New
6259
SA
swisspartners Advisors
Switzerland
$276K +$220K 1 0.26% New
6260
JSA
Jim Saulnier & Associates
Colorado
$276K +$220K 1 0.19% New
6261
PF
Penney Financial
Texas
$276K +$217K 1 0.14% New
6262
RWRC
R.W. Roge & Company
New York
$274K $0 1 0.16% Maintained
6263
CAWM
Capital A Wealth Management
Pennsylvania
$274K -$2.58M 13 3.06% Reduced
6264
RSWA
Robinson Smith Wealth Advisors
Maine
$273K +$217K 1 0.22% New
6265
MFG
Mendota Financial Group
Wisconsin
$272K -$7.87K 3 0.26% Reduced
6266
AWA
Authentikos Wealth Advisory
California
$268K -$3.5M 1 0.19% Reduced
6267
IDBONY
Israel Discount Bank of New York
New York
$267K -$35.2K 1 1.01% Reduced
6268
KAM
Kraft Asset Management
Tennessee
$266K -$328K 1 0.25% Reduced
6269
EWA
EQ Wealth Advisors
Texas
$264K -$25.2K 11 0.18% Reduced
6270
MF
Meridian Financial
Massachusetts
$259K +$204K 1 0.17% New
6271
TPW
TL Private Wealth
Texas
$259K +$216K 1 0.11% New
6272
BRIA
Balanced Rock Investment Advisors
Massachusetts
$258K +$205K 1 0.2% New
6273
EA
Evergreen Advisors
Tennessee
$256K -$108K 1 0.07% Reduced
6274
JC
Jentner Corp
Ohio
$256K $0 1 0.07% Maintained
6275
WFS
Weitzel Financial Services
Iowa
$256K +$176K 1 0.11% New