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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
2701	SWM StoneCrest Wealth Management Chandler, Arizona	$48.1M	-$14.8K	13	15.37%	Reduced
2702	PWA Primoris Wealth Advisors North Palm Beach, Florida	$48.1M	+$721K	8	21.91%	Increased
2703	KDA Kraft Davis & Associates St. Louis, Missouri	$48M	-$6.95M	13	10.03%	Reduced
2704	SCA Stokes Capital Advisors Greenwood, South Carolina	$47.9M	-$1.96M	7	10.26%	Reduced
2705	ECM Estabrook Capital Management New York	$47.9M	-$2.27M	17	6.48%	Reduced
2706	CFA Churchill Financial Advisors Louisville, Kentucky	$47.8M	+$1.02M	8	9.2%	Increased
2707	PBCM Point Break Capital Management Miami, Florida	$47.8M	+$14.2M	6	52.09%	Increased
2708	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$47.7M	-$14.3K	12	2.42%	Reduced
2709	NWAG Net Worth Advisory Group Sandy, Utah	$47.7M	-$1.26M	30	12.02%	Reduced
2710	PAA Peregrine Asset Advisers Portland, Oregon	$47.7M	+$20.2M	15	10.35%	Increased
2711	Acorns Advisers Irvine, California	$47.7M	+$1.89M	8	0.31%	Increased
2712	S SimplyRich Carlsbad, California	$47.7M	+$199K	9	11.17%	Increased
2713	NF Nikulski Financial Bettendorf, Iowa	$47.7M	-$1.17M	12	10.29%	Reduced
2714	AWA Alta Wealth Advisors Woburn, Massachusetts	$47.7M	+$1.35M	16	12.92%	Increased
2715	MCM Massar Capital Management Stamford, Connecticut	$47.6M	+$29.5M	32	4.62%	Increased
2716	HBT Heartland Bank & Trust Bloomington, Illinois	$47.5M	-$2.21M	15	9.83%	Reduced
2717	UOWF University of Wisconsin Foundation Madison, Wisconsin	$47.5M	+$33.4M	2	37.62%	Increased
2718	WRPWM Werba Rubin Papier Wealth Management San Jose, California	$47.4M	-$3.87M	25	5.76%	Reduced
2719	GFG Greystone Financial Group Bloomfield Hills, Michigan	$47.4M	+$14.1M	9	13.25%	Increased
2720	GMA Glassy Mountain Advisors Bethesda, Maryland	$47.4M	-$2.29M	4	12.96%	Reduced
2721	LI LRI Investments Palm Beach Gardens, Florida	$47.3M	+$2.05M	72	3.8%	Increased
2722	OP Oslo Pensjonsforsikring Oslo,	$47.3M	+$46K	29	5.44%	Increased
2723	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$47.3M	-$6.8M	19	4.12%	Reduced
2724	AIMC Alley Investment Management Company Lake Forest, Illinois	$47.2M	+$18.8M	5	5.52%	Increased
2725	AIP Almanack Investment Partners Wayne, Pennsylvania	$47.2M	+$31.9M	27	6.02%	Increased