← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
6451
LAS
Legacy Advisory Services
Pennsylvania
$1.58M +$201K 3 1.11% Increased
6452
BWM
Buska Wealth Management
Wisconsin
$1.58M +$983K 4 0.57% Increased
6453
PRRFG
Paul R. Ried Financial Group
Washington
$1.58M +$614K 3 0.69% Increased
6454
NECFA
New England Capital Financial Advisors
Connecticut
$1.58M -$721K 19 0.38% Reduced
6455
WCM
WealthTrak Capital Management
Virginia
$1.58M $0 2 1.04% Maintained
6456
LG
Lane Generational
Massachusetts
$1.57M -$3.92M 1 1.38% Reduced
6457
KL
Keenan LLC
Massachusetts
$1.57M -$235K 2 1.11% Reduced
6458
SG
Strid Group
Pennsylvania
$1.56M +$193K 3 0.17% Increased
6459
AWA
Authentikos Wealth Advisory
California
$1.55M -$293K 2 0.99% Reduced
6460
AA
Aufman Associates
Pennsylvania
$1.55M +$235K 3 0.62% Increased
6461
BAM
Bayshore Asset Management
Florida
$1.55M +$531K 2 0.55% Increased
6462
MBC
Michael Brady & Co
Ohio
$1.55M +$152K 3 1.36% Increased
6463
HOWA
Hudson Oak Wealth Advisory
New Jersey
$1.54M +$301K 4 1.19% Increased
6464
CHWM
Cauble & Harre Wealth Management
Missouri
$1.54M -$15.4K 1 1.24% Reduced
6465
ANC
Ames National Corp
Iowa
$1.54M +$20.1K 4 0.85% Increased
6466
BA
Brightwater Advisory
Florida
$1.54M -$354K 2 0.97% Reduced
6467
HCM
Heights Capital Management
California
$1.54M -$7.05M 1 0.36% Reduced
6468
GG
GenWealth Group
New Jersey
$1.54M +$185K 3 0.24% Increased
6469
MWM
MY Wealth Management
Maryland
$1.53M +$1.28M 1 1.08% New
6470
IIM
IFC & Insurance Marketing
California
$1.53M +$234K 2 1.35% Increased
6471
BWA
Bestgate Wealth Advisors
Maryland
$1.53M $0 2 2.44% Maintained
6472
AWA
Argo Wealth Advisory
Virginia
$1.53M +$9.25K 1 0.84% Increased
6473
LWM
Latko Wealth Management
Illinois
$1.53M -$55.7K 2 0.65% Reduced
6474
PAM
Prodigy Asset Management
Nebraska
$1.53M +$184K 2 0.46% Increased
6475
AAG
Accordant Advisory Group
Maryland
$1.53M $0 10 1.03% Maintained