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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
6776
NCM
Neumann Capital Management
California
$736K -$28M 2 0.49% Reduced
6777
MIOT
Massachusetts Institute of Technology
Massachusetts
$736K +$659K 2 0.1% New
6778
PFGWM
Price Financial Group Wealth Management
Oregon
$735K -$176K 2 12.22% Reduced
6779
KA
Kearns & Associates
California
$730K +$401K 2 0.34% Increased
6780
SM
Skaana Management
New York
$727K +$658K 1 0.16% New
6781
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$726K +$746K 1 0.01% New
6782
PWA
Perspective Wealth Advisors
Colorado
$720K +$19.5K 1 0.4% Increased
6783
LP
LGL Partners
Pennsylvania
$713K -$126K 3 0.26% Reduced
6784
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$708K +$92.9K 1 0.43% Increased
6785
BCM
Banyan Capital Management
Georgia
$706K -$41.6K 1 0.31% Reduced
6786
AWM
Altus Wealth Management
Kentucky
$706K -$6.99K 2 0.27% Reduced
6787
TWA
Trellis Wealth Advisors
California
$706K +$617 1 0.24% Increased
6788
SIC
Sage Investment Counsel
Tennessee
$703K -$29.7K 2 0.7% Reduced
6789
DC
Darrow Company
Massachusetts
$700K +$296K 2 0.27% Increased
6790
CWM
ClientFirst Wealth Management
Arkansas
$699K +$253K 2 0.57% Increased
6791
RCM
RMR Capital Management
California
$698K -$3.29K 1 0.48% Reduced
6792
PA
Prism Advisors
California
$698K -$35.3K 2 0.17% Reduced
6793
OGC
One68 Global Capital
New York
$691K -$381K 2 1.46% Reduced
6794
AFA
Amicus Financial Advisors
Texas
$682K -$395K 2 0.17% Reduced
6795
NPI
New Perspectives Inc
Mississippi
$681K +$173K 2 0.21% Increased
6796
S4W
Solutions 4 Wealth
Texas
$680K +$522K 3 0.88% Increased
6797
MKW
Mullaney, Keating & Wright
Connecticut
$676K +$2.67K 1 0.33% Increased
6798
WIM
Waycross Investment Management
Washington
$675K +$201K 2 0.51% Increased
6799
HFA
Hippocratic Financial Advisors
California
$670K +$117K 1 0.25% Increased
6800
SFC
Summit Financial Consulting
Michigan
$668K +$276K 2 0.45% Increased