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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
2876	NED Nancy E. Dempze	$42.2M	-$711K	6	20.17%	Reduced
2877	FCMT Founders Capital Management (Texas) Houston, Texas	$42.2M	-$3.78M	19	18.24%	Reduced
2878	FEG Financial Enhancement Group Anderson, Indiana	$42.1M	+$515K	5	5.02%	Increased
2879	MWM MOKAN Wealth Management Overland Park, Kansas	$42.1M	-$435K	13	16.09%	Reduced
2880	CST Charles Schwab Trust Henderson, Nevada	$42.1M	-$334K	9	2.35%	Reduced
2881	AWM Absher Wealth Management Chapel Hill, North Carolina	$42.1M	-$8.06M	7	4.79%	Reduced
2882	RC Renaissance Capital Stamford, Connecticut	$42.1M	-$3.48M	3	23.19%	Reduced
2883	LEA Legacy Edge Advisors Syosset, New York	$42M	-$3.67M	13	3.86%	Reduced
2884	RBCM Raub Brock Capital Management Larkspur, California	$42M	+$1.63M	3	11.57%	Increased
2885	MCM Monument Capital Management Alexandria, Virginia	$42M	+$12.2M	16	8.46%	Increased
2886	TWC The Woodbridge Company Toronto, Ontario, Canada	$42M	$0	4	0.17%	Maintained
2887	Sax Wealth Advisors Parsippany, New Jersey	$42M	+$7.16M	18	1.71%	Increased
2888	MA McBroom & Associates Las Vegas, Nevada	$41.9M	-$2.72M	2	21.09%	Reduced
2889	SAA Southeast Asset Advisors Thomasville, Georgia	$41.9M	+$1.16M	12	4.26%	Increased
2890	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$41.8M	+$2.92M	8	4.05%	Increased
2891	PCM Philosophy Capital Management Alamo, California	$41.8M	+$8.37M	1	1.98%	Increased
2892	FCM Fire Capital Management San Francisco, California	$41.8M	-$2.85M	10	17.03%	Reduced
2893	AA Altman Advisors Chicago, Illinois	$41.8M	+$5M	8	15.01%	Increased
2894	SFA Souders Financial Advisors Cincinnati, Ohio	$41.8M	+$2.15M	16	4.21%	Increased
2895	BOS Bank of Stockton Stockton, California	$41.7M	-$918K	9	11.72%	Reduced
2896	MFG Midwest Financial Group Overland Park, Kansas	$41.7M	-$19.2M	14	14.64%	Reduced
2897	FNB Farmers National Bank Danville, Kentucky	$41.6M	-$1.7M	9	8.69%	Reduced
2898	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$41.6M	-$2.61M	15	4.16%	Reduced
2899	SAM Stansberry Asset Management Westlake, Texas	$41.6M	+$7.37M	5	3.81%	Increased
2900	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$41.6M	-$7.53M	26	13.58%	Reduced