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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
3276	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$31.5M	+$2.53M	18	20.66%	Increased
3277	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$31.5M	+$5.7M	27	2.49%	Increased
3278	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$31.5M	+$35.7K	11	3.04%	Increased
3279	SC Scholtz & Company Stamford, Connecticut	$31.4M	+$5.68M	4	15.7%	Increased
3280	GS GWN Securities Palm Beach Gardens, Florida	$31.3M	+$2.02M	21	5.24%	Increased
3281	MW Marks Wealth Annapolis, Maryland	$31.3M	+$24.8M	1	6.78%	New
3282	MKC M. Kraus & Co Shelburne, Vermont	$31.3M	+$4.72M	6	8.31%	Increased
3283	EAP Elevation Advisory Partners Orlando, Florida	$31.3M	-$4.38M	8	32.04%	Reduced
3284	ECP Elwood Capital Partners New York	$31.3M	-$2.61M	4	15.42%	Reduced
3285	WW Waterfront Wealth Overland Park, Kansas	$31.3M	-$206K	12	4.84%	Reduced
3286	CANC Culbertson A N & Co Charlottesville, Virginia	$31.3M	-$1.66M	5	3.64%	Reduced
3287	LC LRZ Capital Miami, Florida	$31.3M	+$11.5M	2	15.84%	Increased
3288	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$31.3M	+$4.91M	19	0.79%	Increased
3289	FHC First Heartland Consultants Lake St. Louis, Missouri	$31.3M	+$2.32M	15	2.02%	Increased
3290	BP Bandera Partners New York	$31.2M	$0	1	11%	Maintained
3291	MGIA Matthew Goff Investment Advisor Houston, Texas	$31.2M	-$14.4M	5	5.26%	Reduced
3292	GFPC Global Financial Private Client Sarasota, Florida	$31.2M	+$3.29M	19	8.45%	Increased
3293	PWP Ponta Wealth Partners Winter Park, Florida	$31.2M	+$9.04M	20	16.67%	Increased
3294	WA WealthTrust Axiom Wayne, Pennsylvania	$31.1M	-$2.67M	22	6.96%	Reduced
3295	CCM Cox Capital Management Andover, Massachusetts	$31.1M	-$5.05M	7	17.33%	Reduced
3296	TBC Ted Buchan & Co San Diego, California	$31.1M	+$1.39M	7	10.17%	Increased
3297	FTS Fifth Third Securities Cincinnati, Ohio	$31.1M	-$1.65M	4	1.77%	Reduced
3298	FCT Family Capital Trust Peabody, Massachusetts	$31.1M	+$7.4M	6	10.11%	Increased
3299	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$31.1M	+$5.35M	16	4.37%	Increased
3300	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$31M	+$218K	18	6.59%	Increased