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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
3126	MW Maia Wealth Denver, Colorado	$35.4M	+$877K	18	5.21%	Increased
3127	LWP LFG Wealth Partners Elizabethtown, Kentucky	$35.4M	+$3.01M	5	16.59%	Increased
3128	BG Bollard Group Boston, Massachusetts	$35.3M	+$691K	13	1.08%	Increased
3129	MHS M Holdings Securities Portland, Oregon	$35.3M	-$4.79M	3	4.83%	Reduced
3130	ACM Ayrshire Capital Management Westport, Connecticut	$35.3M	-$509K	5	16.53%	Reduced
3131	LC Lavaca Capital Houston, Texas	$35.3M	+$3.44M	20	3.48%	Increased
3132	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$35.3M	-$1.06M	10	5.74%	Reduced
3133	CAM Costello Asset Management Feasterville, Pennsylvania	$35.3M	+$3.82M	26	10.58%	Increased
3134	SAM Sunstone Asset Management New York	$35.3M	-$2.71M	13	38.17%	Reduced
3135	MPPW Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$35.2M	+$579K	12	12.95%	Increased
3136	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$35.2M	-$465K	9	8.93%	Reduced
3137	OFG Oxford Financial Group Carmel, Indiana	$35.2M	-$6.41M	15	1.78%	Reduced
3138	HI Hudock Inc Williamsport, Pennsylvania	$35.2M	+$886K	19	4.51%	Increased
3139	SSG Summit Securities Group New York	$35.2M	-$14.2M	49	3.37%	Reduced
3140	MC Miramar Capital Northbrook, Illinois	$35.2M	-$5.8M	2	7.73%	Reduced
3141	KMC Kirr Marbach & Co Columbus, Indiana	$35.2M	+$101K	2	5.92%	Increased
3142	PRP Peak Retirement Planning Columbus, Ohio	$35.2M	+$5.95M	13	5.57%	Increased
3143	FSWA Financial Synergies Wealth Advisors Houston, Texas	$35.1M	+$1.64M	5	2.97%	Increased
3144	DI Diligent Investors Redlands, California	$35.1M	-$1.92M	14	7.81%	Reduced
3145	CB CNB Bank Clearfield, Pennsylvania	$35M	-$1.32M	27	13.66%	Reduced
3146	MGAM McGowan Group Asset Management Dallas, Texas	$35M	-$5.87M	13	4.25%	Reduced
3147	CA COFG Advisors Oak Brook, Illinois	$35M	+$4.56M	18	6.03%	Increased
3148	WC Westhampton Capital Winston-Salem, North Carolina	$34.9M	-$1.45M	7	14.49%	Reduced
3149	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$34.9M	+$12.1M	4	0.46%	Increased
3150	SSA SSA Swiss Advisors Zurich,	$34.9M	+$597K	5	13.1%	Increased