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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
3101	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$36.1M	+$4.67M	19	2.99%	Increased
3102	MFS Mattson Financial Services Kentwood, Michigan	$36.1M	+$2.73M	9	7.55%	Increased
3103	TW ticino wealth Mission Viejo, California	$36.1M	-$7.11M	13	11.38%	Reduced
3104	SCM Shapiro Capital Management Atlanta, Georgia	$36M	-$49.7M	2	2.18%	Reduced
3105	TA Tectonic Advisors Frisco, Texas	$36M	-$11.3M	10	1.73%	Reduced
3106	CIS Custom Index Systems New York	$36M	+$863K	29	12.92%	Increased
3107	STB S&T Bank Indiana, Pennsylvania	$35.9M	-$6.01M	22	10.78%	Reduced
3108	VC Veracity Capital Atlanta, Georgia	$35.9M	+$920K	24	9.69%	Increased
3109	RGC Redwood Grove Capital Palo Alto, California	$35.9M	-$4.09M	2	9.09%	Reduced
3110	GCM Gables Capital Management Miami, Florida	$35.9M	+$479K	17	12.95%	Increased
3111	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$35.8M	+$1.27M	19	14.63%	Increased
3112	BFA Benedict Financial Advisors Atlanta, Georgia	$35.8M	-$1.67M	8	6.96%	Reduced
3113	CGA Channing Global Advisors Miami, Florida	$35.8M	-$2.22M	4	18.53%	Reduced
3114	SFG Snider Financial Group Bellevue, Washington	$35.8M	+$6.77M	13	9.11%	Increased
3115	TIA TCFG Investment Advisors Laguna Niguel, California	$35.8M	+$1.43M	14	12.04%	Increased
3116	CCM Connective Capital Management Palo Alto, California	$35.8M	+$5M	9	25.19%	Increased
3117	3F 360 Financial Wayzata, Minnesota	$35.7M	+$16.4M	6	9.07%	Increased
3118	FA Financial Avengers Oakland, California	$35.7M	-$1.01M	11	14.79%	Reduced
3119	RIM Reliant Investment Management Memphis, Tennessee	$35.6M	+$4.45M	4	12.7%	Increased
3120	KWS Keystone Wealth Services Palm Desert, California	$35.6M	+$3.66M	12	6.61%	Increased
3121	AC Agman Capital Omaha, Nebraska	$35.6M	-$7.8M	2	22.43%	Reduced
3122	QFW QTR Family Wealth Lake Mary, Florida	$35.6M	+$1.24M	24	12.39%	Increased
3123	ATC Adirondack Trust Company Saratoga Springs, New York	$35.6M	-$576K	25	10.59%	Reduced
3124	C Chescapmanager Baltimore, Maryland	$35.5M	-$9.25M	1	3.03%	Reduced
3125	MW Maia Wealth Denver, Colorado	$35.4M	+$877K	18	5.21%	Increased