← 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
6276	KWM Kiker Wealth Management Jasper, Georgia	$2.17M	+$1.02M	8	0.85%	Increased
6277	GT GreatBanc Trust Lisle, Illinois	$2.17M	+$259K	3	1.34%	Increased
6278	LFP Lakeshore Financial Planning St. Clair Shores, Michigan	$2.16M	+$709K	5	0.7%	Increased
6279	CCP Cushing Capital Partners Delafield, Wisconsin	$2.16M	+$16.3K	4	1.49%	Increased
6280	TIA Tandem Investment Advisors Charleston, South Carolina	$2.16M	-$479K	2	0.14%	Reduced
6281	PWA Peterson Wealth Advisors Orem, Utah	$2.15M	+$222K	4	0.25%	Increased
6282	FIS Fischer Investment Strategies Westlake Village, California	$2.15M	+$478K	1	1.03%	Increased
6283	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$2.15M	-$12.8M	1	0.22%	Reduced
6284	KP Kitching Partners Conshohocken, Pennsylvania	$2.15M	+$398K	5	1.85%	Increased
6285	HA HFG Advisors Cincinatti, Ohio	$2.14M	-$218K	4	1.33%	Reduced
6286	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$2.14M	+$7.2K	2	0.66%	Increased
6287	SIMC Squire Investment Management Company Orem, Utah	$2.13M	+$289K	4	0.51%	Increased
6288	RIAS Rachor Investment Advisory Services Linden, Michigan	$2.13M	-$111K	11	1.05%	Reduced
6289	IPS Investors Portfolio Services Puyallup, Washington	$2.13M	-$653K	30	1.63%	Reduced
6290	EP Ehrenkranz Partners New York	$2.13M	+$402K	3	1.23%	Increased
6291	M MYeCFO La Jolla, California	$2.13M	+$167K	3	0.8%	Increased
6292	HIGP Hill Investment Group Partners St. Louis, Missouri	$2.13M	-$617	1	0.22%	Reduced
6293	WP Walleye Partners Madison, Wisconsin	$2.13M	+$686K	4	2.42%	Increased
6294	Check Capital Management Costa Mesa, California	$2.12M	+$349K	3	0.03%	Increased
6295	WFA Websterrogers Financial Advisors Florence, South Carolina	$2.12M	+$126K	5	0.54%	Increased
6296	NWP Noble Wealth Partners Denver, Colorado	$2.11M	+$1.42M	2	1.83%	New
6297	TFG Tilson Financial Group New Providence, New Jersey	$2.11M	+$606K	4	0.58%	Increased
6298	SWM Steelhead Wealth Management Glen Allen, Virginia	$2.1M	+$1.15M	5	0.85%	Increased
6299	CA Claris Advisors St. Louis, Missouri	$2.1M	+$65K	4	0.55%	Increased
6300	PCWA Pacific Capital Wealth Advisors Corona, California	$2.1M	+$357K	4	0.32%	Increased