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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

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2476	AWA Argos Wealth Advisors Sacramento, California	$57.1M	-$133K	17	15.13%	Reduced
2477	LA Lifeworks Advisors Grand Rapids, Michigan	$57.1M	+$3.62M	21	5.98%	Increased
2478	AW Alaethes Wealth Glenbrook, Nevada	$57.1M	+$3.84M	10	16.56%	Increased
2479	PCM Parsifal Capital Management Greenwich, Connecticut	$57M	+$12.8M	1	6.91%	Increased
2480	HAS HBW Advisory Services Simi Valley, California	$57M	+$3.23M	26	5.15%	Increased
2481	HVP Hudson Value Partners Palm Beach, Florida	$56.9M	-$2.87M	8	14.29%	Reduced
2482	MCA McGuire Capital Advisors Bethany, Oklahoma	$56.9M	+$10.6M	36	31.05%	Increased
2483	NG Navigation Group Redwood City, California	$56.9M	-$80.6K	9	11.07%	Reduced
2484	KWM Kingsman Wealth Management Pensacola, Florida	$56.9M	+$8.89M	8	26.65%	Increased
2485	CYG Clean Yield Group Norwich, Vermont	$56.8M	-$2.95M	19	14.1%	Reduced
2486	EI Ellevest Inc New York	$56.8M	+$3.76M	43	6.7%	Increased
2487	Valmark Advisers Akron, Ohio	$56.8M	+$2.21M	27	0.6%	Increased
2488	LDB Lee, Danner & Bass Nashville, Tennessee	$56.8M	+$103K	6	3.27%	Increased
2489	WPC White Pine Capital Bloomington, Minnesota	$56.8M	-$14.5M	21	13.41%	Reduced
2490	EWM Elevatus Welath Management Victor, New York	$56.7M	+$21.9M	19	13.78%	Increased
2491	SCM SKBA Capital Management San Francisco, California	$56.6M	-$13.7M	6	9.34%	Reduced
2492	HW Hamilton Wealth Encino, California	$56.6M	+$35.3K	5	10.36%	Increased
2493	JEST JTC Employer Solutions Trustee St Helier, Jersey	$56.5M	+$3.17M	16	4.53%	Increased
2494	TCMG TSP Capital Management Group Summit, New Jersey	$56.5M	+$52.6M	2	13.51%	New
2495	KCPG Kavar Capital Partners Group Leawood, Kansas	$56.5M	+$1.27M	19	6.96%	Increased
2496	IIWM Investment Insight Wealth Management North Massapequa, New York	$56.4M	+$1.39M	9	48.86%	Increased
2497	CC Courier Capital Buffalo, New York	$56.4M	-$2.52M	19	2.82%	Reduced
2498	APSI Asset Planning Services Inc Covington, Louisiana	$56.4M	-$2.84M	5	23.92%	Reduced
2499	SOAMC Spirit of America Management Corp Syosset, New York	$56.3M	-$99.6K	13	10.61%	Reduced
2500	SFO Stenger Family Office Naperville, Illinois	$56.3M	+$450K	8	8.94%	Increased