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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
2601	TSW Three Seasons Wealth Salt Lake City, Utah	$52.1M	-$1.04M	24	4.75%	Reduced
2602	PP Pacifica Partners Surrey, Canada	$52.1M	-$6.72M	21	15.73%	Reduced
2603	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$52.1M	+$1.77M	20	4.34%	Increased
2604	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$52.1M	+$14.6M	24	4.87%	Increased
2605	FWC First Washington Corp Seattle, Washington	$52M	-$10.9M	7	12.67%	Reduced
2606	I InterCapital Austin, Texas	$52M	+$21.6M	8	12.97%	Increased
2607	KWMG King Wealth Management Group Naples, Florida	$51.9M	-$1.61M	10	5.68%	Reduced
2608	BA Bard Associates Chicago, Illinois	$51.9M	-$2.56M	17	11.51%	Reduced
2609	TPW Talon Private Wealth The Villages, Florida	$51.8M	+$983K	9	6.06%	Increased
2610	PCM Polaris Capital Management Boston, Massachusetts	$51.7M	-$43.6M	1	4.88%	Reduced
2611	KA Kozak & Associates Highlands Ranch, Colorado	$51.7M	-$16.8M	25	8.97%	Reduced
2612	FP Financial Perspectives Minneapolis, Minnesota	$51.6M	-$2.16M	26	12.57%	Reduced
2613	WCM Wisconsin Capital Management Madison, Wisconsin	$51.6M	+$144K	7	24.49%	Increased
2614	CAM Columbia Asset Management Ann Arbor, Michigan	$51.6M	-$2.11M	12	8.96%	Reduced
2615	RA Range Advisory Mclean, Virginia	$51.5M	+$13.4M	22	6.14%	Increased
2616	NSIM North Star Investment Management Chicago, Illinois	$51.5M	-$5.6M	60	2.8%	Reduced
2617	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$51.5M	-$1.64M	32	10.52%	Reduced
2618	SC Shay Capital New York	$51.4M	-$65.4M	22	3.3%	Reduced
2619	BIP Blueprint Investment Partners Greensboro, North Carolina	$51.3M	+$18.5M	5	4.28%	Increased
2620	QWM Quadcap Wealth Management Frisco, Texas	$51.2M	+$2.83M	20	4.98%	Increased
2621	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$51.2M	+$1.44M	14	5.2%	Increased
2622	AV Aspiring Ventures Cincinnati, Ohio	$51.1M	+$4.12M	11	12.44%	Increased
2623	AOI Auto-Owners Insurance Lansing, Michigan	$51.1M	-$14.6M	7	1.15%	Reduced
2624	XWM Xcel Wealth Management Holly Hill, Florida	$51.1M	+$5.03M	10	12.19%	Increased
2625	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$51M	+$44.9M	21	4.3%	New