← 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	DWA Davis Wealth Advisors Salem, New Hampshire	$230K	+$183K	1	0.24%	New
6302	Cable Car Capital San Francisco, California	$227K	$0	1	0.07%	Maintained
6303	HWM HFG Wealth Management The Woodlands, Texas	$225K	+$8.56K	1	0.14%	Increased
6304	Fund Evaluation Group Cincinnati, Ohio	$225K	+$195K	1	0.01%	New
6305	PAP Persistent Asset Partners Hong Kong	$224K	$0	1	0.17%	Maintained
6306	FIG FSA Investment Group Pensacola, Florida	$224K	+$178K	1	0.17%	New
6307	CWA Capital Wealth Alliance Scottsdale, Arizona	$222K	+$177K	1	0.12%	New
6308	CWA Cornerstone Wealth Advisors Edina, Minnesota	$222K	-$535K	1	0.06%	Reduced
6309	CGA Compound Global Advisors Mercer Island, Washington	$222K	-$3.76M	3	20.21%	Reduced
6310	TWM Tumwater Wealth Management Boise, Idaho	$222K	+$176K	1	0.1%	New
6311	MAM Marotta Asset Management Charlottesville, Virginia	$221K	-$478K	1	0.04%	Reduced
6312	WCP Welch Capital Partners Harrison, New York	$221K	+$196K	1	0.05%	New
6313	WFL Wealth Forward LLC Fargo, North Dakota	$220K	+$176K	1	0.15%	New
6314	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$220K	+$175K	1	0.17%	New
6315	SFP Sherwood Financial Partners Westlake Village, California	$219K	+$175K	1	0.2%	New
6316	RWM Riverchase Wealth Management Flower Mound, Texas	$219K	+$182K	1	0.14%	New
6317	WAN Wealth Advisors Northwest Portland, Oregon	$218K	+$172K	1	0.11%	New
6318	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$217K	-$2.63K	1	0.15%	Reduced
6319	TFP Triune Financial Partners Overland Park, Kansas	$217K	+$173K	1	0.06%	New
6320	FF Fairway Financial Casselberry, Florida	$215K	+$171K	1	0.18%	New
6321	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$215K	+$171K	1	0.2%	New
6322	MWM Meritas Wealth Management Larkspur, California	$215K	+$171K	1	0.12%	New
6323	FWA FORM Wealth Advisors Lake Geneva, Wisconsin	$214K	+$171K	1	0.03%	New
6324	TF TME Financial Huntington Beach, California	$214K	+$169K	1	0.17%	New
6325	SCA Sander Capital Advisors Seattle, Washington	$214K	-$2.56M	1	0.1%	Reduced