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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
2776	LWA Lineweaver Wealth Advisors Valley View, Ohio	$45.4M	+$2.33M	12	5.37%	Increased
2777	SLWA San Luis Wealth Advisors San Luis Obispo, California	$45.3M	+$439K	14	6.82%	Increased
2778	WP WealthShield Partners Cary, North Carolina	$45.3M	-$8.89M	12	6.93%	Reduced
2779	AGM Alpine Global Management New York	$45.2M	+$21.2M	10	7.35%	Increased
2780	AFM Aspetuck Financial Management Westport, Connecticut	$45.2M	+$322K	8	26.62%	Increased
2781	WSC Wellington Shields & Co New York	$45.2M	+$1.82M	21	10.12%	Increased
2782	EW Evexia Wealth Stevens Point, Wisconsin	$45.2M	-$4.33M	8	12.23%	Reduced
2783	VAG VisionPoint Advisory Group Dallas, Texas	$45.2M	+$3.93M	23	7.37%	Increased
2784	CM Cercano Management Bellevue, Washington	$45.1M	-$136M	11	6.01%	Reduced
2785	KIM Kurv Investment Management San Francisco, California	$45.1M	-$8.41M	6	27.16%	Reduced
2786	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$45.1M	-$11.6K	38	11.96%	Reduced
2787	FWM Finer Wealth Management Salem, Massachusetts	$45M	-$1.23M	12	20.12%	Reduced
2788	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$45M	-$303K	2	1.7%	Reduced
2789	RWM RKL Wealth Management Lancaster, Pennsylvania	$44.9M	-$1.32M	12	3.58%	Reduced
2790	AWP Abacus Wealth Partners Santa Monica, California	$44.9M	-$24M	26	4.72%	Reduced
2791	BWM Bernard Wealth Management Royal Oak, Michigan	$44.9M	-$970K	15	16.55%	Reduced
2792	ICA Infrastructure Capital Advisors New York	$44.9M	+$24.3M	18	2.63%	Increased
2793	FAM Formidable Asset Management Cincinnati, Ohio	$44.8M	-$1.67M	15	7.13%	Reduced
2794	MPA Marvin & Palmer Associates Wilmington, Delaware	$44.7M	+$21M	7	28.15%	Increased
2795	DAM Doheny Asset Management Los Angeles, California	$44.7M	+$1.05M	8	25.93%	Increased
2796	FCM FirstWave Capital Management Miami, Florida	$44.7M	+$11.7M	11	19.73%	Increased
2797	FCM Fourier Capital Management Hong Kong,	$44.7M	-$45M	6	69.83%	Reduced
2798	BBI Baxter Bros Inc Riverside, Connecticut	$44.7M	+$408K	14	5.17%	Increased
2799	River Road Asset Management Louisville, Kentucky	$44.7M	-$6.11M	4	0.5%	Reduced
2800	IA IAM Advisory Easton, Pennsylvania	$44.6M	+$783K	9	8.7%	Increased