← 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
6301	GF Gimbal Financial Carmel, Indiana	$2.1M	+$2.01M	3	1.29%	New
6302	PWM Praetorian Wealth Management Carmel, California	$2.09M	+$468K	4	0.36%	Increased
6303	AWA Aquire Wealth Advisors South Jordan, Utah	$2.09M	+$296K	2	0.48%	Increased
6304	MC Marest Capital Tarzana, California	$2.09M	-$275K	3	1.04%	Reduced
6305	CIR Clear Investment Research Alpharetta, Georgia	$2.09M	-$167K	4	3.25%	Reduced
6306	LW Lauer Wealth Valparaiso, Indiana	$2.08M	-$2.92M	3	1.25%	Reduced
6307	DWA Delap Wealth Advisory Lake Oswego, Oregon	$2.08M	$0	1	0.7%	Maintained
6308	BI Bradyco Inc Cambridge, Massachusetts	$2.07M	$0	2	2.38%	Maintained
6309	RHP Royal Harbor Partners Houston, Texas	$2.07M	-$68.1K	2	0.64%	Reduced
6310	RGC Regents Gate Capital London, United Kingdom	$2.07M	-$23.1M	1	2.75%	Reduced
6311	SCM SIR Capital Management New York	$2.07M	-$11.5M	1	0.24%	Reduced
6312	XA X Advisors Santa Maria, California	$2.06M	+$1.05M	1	3.38%	New
6313	BVP Bristlecone Value Partners Los Angeles, California	$2.06M	-$5.06K	1	1.66%	Reduced
6314	SA Strategic Advocates Logan, Utah	$2.06M	+$211K	15	7.97%	Increased
6315	PCM Praxis Capital Management Chicago, Illinois	$2.05M	-$469K	3	3.26%	Reduced
6316	LOIP Live Oak Investment Partners Austin, Texas	$2.05M	-$35.8K	3	1.1%	Reduced
6317	CW Curio Wealth Annapolis, Maryland	$2.05M	+$192K	4	0.64%	Increased
6318	HC Hurley Capital New York	$2.05M	+$24.6K	30	1.06%	Increased
6319	GPW Gray Private Wealth Canton, Massachusetts	$2.05M	+$635K	4	0.89%	Increased
6320	TLFA True Link Financial Advisors San Francisco, California	$2.04M	-$826K	4	0.12%	Reduced
6321	PA Promethium Advisors Bethesda, Maryland	$2.04M	+$626K	3	0.98%	Increased
6322	PWS Physician Wealth Solutions North Las Vegas, Nevada	$2.03M	-$12.3K	1	0.77%	Reduced
6323	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$2.03M	$0	2	0.59%	Maintained
6324	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$2.03M	-$247K	2	0.46%	Reduced
6325	WA Waterford Advisors Orchard Park, New York	$2.03M	+$2.37M	4	0.55%	Increased