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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	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.91M	+$365K	2	1.88%	Increased
2602	BW Bison Wealth Atlanta, Georgia	$1.91M	-$457K	3	1.64%	Reduced
2603	CPA Capital Planning Advisors Roseville, California	$1.91M	+$1.16M	4	0.94%	Increased
2604	Regents of the University of California Oakland, California	$1.9M	$0	2	9.33%	Maintained
2605	ACP Aveo Capital Partners Englewood, Colorado	$1.9M	-$1.05M	2	0.7%	Reduced
2606	SSCM Summit Street Capital Management New York	$1.9M	-$1.06M	1	2.08%	Reduced
2607	UFM Ursa Fund Management Danville, California	$1.9M	+$28.1K	1	1.62%	Increased
2608	CFIC City Financial Investment Company London, United Kingdom	$1.9M	-$94.4K	4	0.3%	Reduced
2609	WPA Winning Points Advisors Boca Raton, Florida	$1.89M	$0	2	1.85%	Maintained
2610	BST Bath Savings Trust Bath, Maine	$1.89M	-$5.8K	2	0.55%	Reduced
2611	DW Domani Wealth Lancaster, Pennsylvania	$1.89M	+$756K	5	0.77%	Increased
2612	JSL JT Stratford LLC Gainesville, Georgia	$1.89M	-$802K	3	1.41%	Reduced
2613	HCM Horrell Capital Management Little Rock, Arkansas	$1.88M	-$1.63M	6	1.17%	Reduced
2614	Capital Wealth Planning Naples, Florida	$1.87M	+$287K	3	1.58%	Increased
2615	KWMG King Wealth Management Group Naples, Florida	$1.86M	+$27.6K	3	0.78%	Increased
2616	EFEM Eos Focused Equity Management New York	$1.86M	-$2.05M	1	1.97%	Reduced
2617	IDBONY Israel Discount Bank of New York New York	$1.85M	+$58.3K	15	1.52%	Increased
2618	GWM GSB Wealth Management Guilford, Connecticut	$1.84M	+$3.94K	4	7.8%	Increased
2619	CIAN Capstone Investment Advisors (Netherlands) New York	$1.84M	-$276K	6	5.2%	Reduced
2620	GLA Good Life Advisors Reading, Pennsylvania	$1.84M	+$660K	6	0.88%	Increased
2621	CCM Cribstone Capital Management Augusta, Maine	$1.83M	+$568K	16	1%	Increased
2622	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1.83M	+$326K	4	0.35%	Increased
2623	CFD Creative Financial Designs Kokomo, Indiana	$1.82M	+$285K	13	1.31%	Increased
2624	RWA RGT Wealth Advisors Dallas, Texas	$1.8M	-$811K	5	1.22%	Reduced
2625	GCM Glynn Capital Management Menlo Park, California	$1.8M	$0	1	0.55%	Maintained