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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
2901	Dynasty Wealth Management St. Petersburg, Florida	$1.51M	+$1.1M	4	1.95%	Increased
2902	ZIM ZPR Investment Management Orange City, Florida	$1.51M	-$3.4M	1	2.29%	Reduced
2903	I2I Insight 2811 Inc Chicago, Illinois	$1.51M	+$6.09K	2	1.02%	Increased
2904	KI Koch Industries Wichita, Kansas	$1.5M	$0	1	1.17%	Maintained
2905	GBA Garrison Bradford & Associates New York	$1.5M	+$65.8K	2	1.21%	Increased
2906	VCP Vista Capital Partners Portland, Oregon	$1.49M	-$55.1K	1	0.31%	Reduced
2907	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$1.49M	+$25.1K	3	1.36%	Increased
2908	FM Fondren Management Houston, Texas	$1.47M	+$543K	1	1.32%	Increased
2909	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$1.46M	+$20.3K	3	1.29%	Increased
2910	SCP Syntal Capital Partners Midland, Texas	$1.46M	-$53.1M	3	0.51%	Reduced
2911	EWM Elmwood Wealth Management Berkeley, California	$1.45M	+$59.4K	7	1.2%	Increased
2912	NPF Norris Perne & French Grand Rapids, Michigan	$1.45M	+$400	3	0.19%	Increased
2913	QFA Quattro Financial Advisors The Woodlands, Texas	$1.43M	-$1.48M	2	0.52%	Reduced
2914	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$1.42M	+$36.4K	3	0.43%	Increased
2915	MBT Monroe Bank & Trust Monroe, Michigan	$1.41M	-$330K	2	0.44%	Reduced
2916	SP SWS Partners Columbus, Ohio	$1.41M	+$253K	3	0.9%	Increased
2917	IF IRON Financial Northbrook, Illinois	$1.41M	+$299K	3	0.94%	Increased
2918	HPC Hobart Private Capital Charlotte, North Carolina	$1.4M	+$417K	3	1.08%	Increased
2919	AAM American Asset Management Boca Raton, Florida	$1.4M	+$204K	3	1.23%	Increased
2920	RIS Retirement Income Solutions Ann Arbor, Michigan	$1.4M	-$147K	3	0.78%	Reduced
2921	WCM Washington Capital Management Seattle, Washington	$1.4M	-$444K	3	1.34%	Reduced
2922	KA Kerrisdale Advisers Miami, Florida	$1.39M	$0	1	1.36%	Maintained
2923	WPSG Wealth & Pension Services Group Atlanta, Georgia	$1.39M	+$544K	2	1.39%	Increased
2924	Mizuho Securities USA New York	$1.38M	-$9.32M	2	0.11%	Reduced
2925	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$1.38M	+$11K	3	1.5%	Increased