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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
2851	PWM Palumbo Wealth Management Great Neck, New York	$42.9M	+$1.33M	16	8.98%	Increased
2852	PCG PFC Capital Group Los Angeles, California	$42.9M	+$302K	8	16.49%	Increased
2853	APA Astoria Portfolio Advisors New York	$42.9M	+$5.21M	24	7.23%	Increased
2854	CH Cromwell Holdings Jackson, Wyoming	$42.9M	+$1.51M	53	19.24%	Increased
2855	VCM Vision Capital Management Portland, Oregon	$42.8M	-$794K	10	4.88%	Reduced
2856	BRCM Bright Rock Capital Management Hanover, Massachusetts	$42.7M	+$620K	3	8.56%	Increased
2857	BWG Boomfish Wealth Group Alpharetta, Georgia	$42.7M	-$3.06M	11	19.44%	Reduced
2858	Waldron Private Wealth Bridgeville, Pennsylvania	$42.6M	+$820K	20	1.48%	Increased
2859	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$42.6M	+$7.67M	10	15.03%	Increased
2860	DCM Davidson Capital Management Corpus Christi, Texas	$42.6M	+$1.47M	9	6.83%	Increased
2861	CFD Creative Financial Designs Kokomo, Indiana	$42.6M	+$6.98M	62	2.03%	Increased
2862	PSP Principal Street Partners Memphis, Tennessee	$42.5M	+$950K	22	6.23%	Increased
2863	HWP Highline Wealth Partners Sherman Oaks, California	$42.5M	+$2.16M	43	8.62%	Increased
2864	FFO Fiduciary Family Office Boca Raton, Florida	$42.5M	+$3.33M	17	10.62%	Increased
2865	OWA Outlook Wealth Advisors Shenandoah, Texas	$42.4M	+$1M	21	9.17%	Increased
2866	MAP Moody Aldrich Partners Marblehead, Massachusetts	$42.4M	-$17.5M	17	7.62%	Reduced
2867	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$42.3M	+$1.58M	20	6.7%	Increased
2868	TI TrueMark Investments Chicago, Illinois	$42.3M	+$9.37M	16	5.3%	Increased
2869	RFA Resurgent Financial Advisors Atlanta, Georgia	$42.3M	+$11.9M	22	11.76%	Increased
2870	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$42.3M	+$127K	11	2.4%	Increased
2871	NHT New Hampshire Trust Concord, New Hampshire	$42.3M	+$28.6K	12	7.97%	Increased
2872	HWM Horizon Wealth Management La Grange, Illinois	$42.3M	-$9.86M	8	5.39%	Reduced
2873	PWM Pines Wealth Management Southern Pines, North Carolina	$42.2M	-$843K	19	12.14%	Reduced
2874	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$42.2M	-$2.91M	7	8.01%	Reduced
2875	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$42.2M	+$5.64M	34	8.54%	Increased