← 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
6476
AAG
Accordant Advisory Group
Maryland
$1.53M $0 10 1.03% Maintained
6477
PPW
Presilium Private Wealth
Pennsylvania
$1.52M +$475K 2 0.23% Increased
6478
MM
MQS Management
New York
$1.52M -$2.91M 4 1.85% Reduced
6479
TM
Torren Management
California
$1.52M +$1.6K 36 0.77% Increased
6480
PWA
Principia Wealth Advisory
Texas
$1.51M -$268K 49 0.75% Reduced
6481
SWA
Sightline Wealth Advisors
Connecticut
$1.51M +$923K 5 0.55% Increased
6482
FF
Formulate Financial
Florida
$1.51M -$3.21K 2 1.59% Reduced
6483
RW
REDW Wealth
New Mexico
$1.5M +$119K 2 0.54% Increased
6484
PVI
Pura Vida Investments
New York
$1.49M -$41.1K 4 4.04% Reduced
6485
DC
Destiny Capital
Colorado
$1.49M +$203K 1 0.69% Increased
6486
FWM
FSR Wealth Management
Illinois
$1.49M +$451K 2 1.7% Increased
6487
FCC
Flower City Capital
New York
$1.49M +$7.4K 1 0.65% Increased
6488
NWS
Nvest Wealth Strategies
Ohio
$1.49M -$125K 21 0.93% Reduced
6489
MIM
Meixler Investment Management
Arizona
$1.48M -$675K 1 0.82% Reduced
6490
PC
Pecaut & Co
Iowa
$1.48M -$2.26K 1 0.45% Reduced
6491
SWMG
Sard Wealth Management Group
Georgia
$1.47M +$12.3K 1 0.71% Increased
6492
CFG
Cornerstone Financial Group
Nebraska
$1.47M -$53.7K 2 0.91% Reduced
6493
SA
Sincerus Advisory
New York
$1.47M +$305K 3 1% Increased
6494
BBNB
Baker Boyer National Bank
Washington
$1.47M +$51.6K 2 0.4% Increased
6495
HA
Hyposwiss Advisors
$1.46M -$323K 4 1.38% Reduced
6496
CFP
Cypress Financial Planning
New Jersey
$1.46M +$69.2K 3 0.35% Increased
6497
CI
Ceera Investments
Texas
$1.45M +$111K 2 0.62% Increased
6498
EWP
Evergreen Wealth Partners
Montana
$1.45M +$419K 4 0.87% Increased
6499
FWMP
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.45M +$423K 3 0.44% Increased
6500
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$1.45M $0 1 0.98% Maintained