← 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
6976	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$315K	+$201K	1	0.13%	New
6977	YAIA Yanni & Associates Investment Advisors Wexford, Pennsylvania	$313K	-$2.67K	1	0.29%	Reduced
6978	LFWA LBJ Family Wealth Advisors Austin, Texas	$311K	+$411	1	0.16%	Increased
6979	TPW TOP Private Wealth Glastonbury, Connecticut	$311K	+$308K	8	0.3%	New
6980	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$311K	+$198K	1	0.15%	New
6981	MPW Melone Private Wealth Auburn Hills, Michigan	$309K	-$331K	1	0.12%	Reduced
6982	GCM Graver Capital Management Columbus, Ohio	$307K	+$222K	1	0.22%	New
6983	AP Arlington Partners Birmingham, Alabama	$306K	$0	1	0.55%	Maintained
6984	SCM Sheridan Capital Management San Rafael, California	$305K	$0	1	0.15%	Maintained
6985	NA Nestegg Advisors Hauppauge, New York	$305K	+$242K	1	0.22%	New
6986	QCA Quantify Chaos Advisors Brooklyn, New York	$305K	+$198K	1	0.86%	New
6987	WF Williams Financial North Bennington, Vermont	$304K	+$215K	1	0.16%	New
6988	SIA Stegner Investment Associates Louisville, Kentucky	$304K	+$204K	1	0.14%	New
6989	TCM Twele Capital Management Minnetonka, Minnesota	$299K	+$411	1	0.05%	Increased
6990	OC Oppenheimer & Close New York	$299K	-$7.99M	1	0.19%	Reduced
6991	LSC Lesa Sroufe & Co Seattle, Washington	$297K	+$206	1	0.21%	Increased
6992	Fund Evaluation Group Cincinnati, Ohio	$297K	+$26.5K	1	0.01%	Increased
6993	SL SWF LLC Omaha, Nebraska	$294K	-$7.2K	1	0.02%	Reduced
6994	KIA Koenig Investment Advisory Ashland, Oregon	$294K	-$2.26K	1	0.23%	Reduced
6995	AC Avory & Company Miami, Florida	$293K	+$207K	1	0.37%	New
6996	IW Integrated Wealthcare Durham, North Carolina	$293K	+$193K	1	0.22%	New
6997	CRFG Columbia River Financial Group Vancouver, Washington	$292K	+$212K	1	0.16%	New
6998	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$291K	-$14K	1	0.02%	Reduced
6999	PFS Paller Financial Services Centennial, Colorado	$285K	+$293K	1	0.21%	New
7000	LPP Life Planning Partners Jacksonville, Florida	$282K	+$199K	1	0.21%	New