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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
3076	WW Windle Wealth Oklahoma City, Oklahoma	$36.9M	-$1.03M	4	14.81%	Reduced
3077	CCM Cinctive Capital Management New York	$36.8M	-$62.2M	14	1.36%	Reduced
3078	Vanguard Capital Wealth Advisors Denver, Colorado	$36.8M	+$3.07M	12	24.93%	Increased
3079	TWP Tyche Wealth Partners Plano, Texas	$36.8M	+$99.5K	17	5.17%	Increased
3080	WEG World Equity Group Schaumburg, Illinois	$36.8M	+$28.9K	18	8.23%	Increased
3081	CG Corundum Group Colorado Springs, Colorado	$36.7M	-$1.29M	11	10.9%	Reduced
3082	NAM NTV Asset Management Charleston, West Virginia	$36.7M	+$1.13M	16	3.59%	Increased
3083	EWA Eagle Wealth Advisors Westport, Connecticut	$36.6M	+$1.68M	17	27.95%	Increased
3084	AF Arrow Financial Glens Falls, New York	$36.6M	-$911K	8	3.28%	Reduced
3085	OFA Oak Family Advisors Chicago, Illinois	$36.6M	-$3.95M	8	9.35%	Reduced
3086	NWMG National Wealth Management Group Cincinnati, Ohio	$36.6M	+$956K	20	11.3%	Increased
3087	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$36.5M	+$11.1M	24	1.97%	Increased
3088	FBT First Bank & Trust Brookings, South Dakota	$36.5M	+$1.31M	16	5.37%	Increased
3089	CIAS CFS Investment Advisory Services Totowa, New Jersey	$36.4M	+$457K	18	2.43%	Increased
3090	PWS Proactive Wealth Strategies Marietta, Georgia	$36.4M	+$2.2M	7	5.85%	Increased
3091	PPC Park Place Capital Homewood, Alabama	$36.4M	+$7.52M	46	5.79%	Increased
3092	MCB Morton Community Bank East Peoria, Illinois	$36.4M	-$393K	6	7.42%	Reduced
3093	SCP Stamos Capital Partners Menlo Park, California	$36.4M	-$10.2M	7	5.58%	Reduced
3094	AC Avenir Corporation Alexandria, Virginia	$36.4M	-$292K	4	4.43%	Reduced
3095	PI Parkside Investments Deerfield, Illinois	$36.3M	-$10M	5	4.03%	Reduced
3096	PIP Palisades Investment Partners Santa Monica, California	$36.3M	+$11.6M	7	10.33%	Increased
3097	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$36.3M	+$759K	14	9.32%	Increased
3098	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$36.3M	+$7.74M	3	19.99%	Increased
3099	PCR Potrero Capital Research San Francisco, California	$36.1M	+$6.27M	7	20.09%	Increased
3100	HFS Howard Financial Services Dallas, Texas	$36.1M	-$1.45M	19	3.89%	Reduced