← 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
6351	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$1.95M	+$264K	3	0.99%	Increased
6352	DEM Disciplined Equity Management Neptune Beach, Florida	$1.94M	-$24.7K	2	0.86%	Reduced
6353	CPP Capasso Planning Partners Charleston, South Carolina	$1.93M	+$506K	4	0.96%	Increased
6354	PWMG Pioneer Wealth Management Group Austin, Texas	$1.93M	+$990K	1	0.47%	Increased
6355	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$1.93M	+$492K	1	1.05%	Increased
6356	SIA Serenity Investment Advisors Chicago, Illinois	$1.93M	-$187K	1	0.82%	Reduced
6357	LLL Lynrock Lake LP Rye Brook, New York	$1.93M	-$24.2M	3	0.12%	Reduced
6358	GSF Grove Street Fiduciary Peterborough, New Hampshire	$1.93M	+$116K	4	0.81%	Increased
6359	TLA Tanglewood Legacy Advisors Houston, Texas	$1.92M	+$103K	10	0.62%	Increased
6360	OFA Orographic Financial Advisors Avon, Colorado	$1.92M	-$350K	3	1.27%	Reduced
6361	LWM Lighthouse Wealth Management Ashland, Ohio	$1.92M	-$47.3K	1	1.19%	Reduced
6362	6SA 6th Street Advisors Daphne, Alabama	$1.9M	+$581K	3	1.09%	Increased
6363	DWM DeLarme Wealth Management Palos Verdes Estates, California	$1.9M	+$449K	4	1.1%	Increased
6364	WVP Worth Venture Partners Fort Lee, New Jersey	$1.89M	-$317K	5	4.27%	Reduced
6365	AWM Act Wealth Management Plano, Texas	$1.89M	+$61.2K	3	0.56%	Increased
6366	EWA Elevate Wealth Advisory Athens, Georgia	$1.88M	+$644K	4	1.07%	Increased
6367	SAM Stembrook Asset Management Red Bank, New Jersey	$1.87M	$0	3	1.62%	Maintained
6368	PFG Pinnacle Financial Group Western Springs, Illinois	$1.87M	+$26.9K	2	0.46%	Increased
6369	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$1.87M	+$197K	3	0.59%	Increased
6370	ACM Appalachian Capital Management St Clairsville, Ohio	$1.86M	+$822	3	1.35%	Increased
6371	SGC Slocum, Gordon & Co Newport, Rhode Island	$1.86M	-$269K	4	1.24%	Reduced
6372	PA Prossimo Advisors San Luis Obispo, California	$1.85M	+$284K	3	10.65%	Increased
6373	VF Vista Finance Clayton, Missouri	$1.84M	+$743K	5	1.03%	Increased
6374	GPWA Great Point Wealth Advisors Boston, Massachusetts	$1.84M	+$388K	4	0.3%	Increased
6375	Legacy Financial Group (Iowa) Des Moines, Iowa	$1.83M	+$519K	3	0.21%	Increased