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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
3451	4WM 44 Wealth Management Eugene, Oregon	$28.2M	-$3.79M	15	9.32%	Reduced
3452	EFH Eaton Financial Holdings Coral Springs, Florida	$28.2M	-$1.96M	10	7.73%	Reduced
3453	GWM Graybill Wealth Management Elmhurst, Illinois	$28.1M	-$197K	5	7.57%	Reduced
3454	OCM Orleans Capital Management Mandeville, Louisiana	$28.1M	+$3.56M	13	14.53%	Increased
3455	RCM Regency Capital Management Honolulu, Hawaii	$28.1M	+$8.22M	5	11.18%	Increased
3456	GWM GSB Wealth Management Guilford, Connecticut	$28.1M	-$4.67M	11	5.65%	Reduced
3457	AIM Acropolis Investment Management St. Louis, Missouri	$28.1M	-$2.07M	16	1.11%	Reduced
3458	CIC Cutler Investment Counsel Jacksonville, Oregon	$28.1M	+$412K	7	2.64%	Increased
3459	Blackhill Capital Morristown, New Jersey	$28M	$0	1	1.16%	Maintained
3460	S SharpePoint Phoenix, Arizona	$28M	+$3.88M	8	14.02%	Increased
3461	FCM Fairbanks Capital Management Rancho Santa Fe, California	$28M	-$1.15M	4	16.57%	Reduced
3462	MCM Mainstay Capital Management Grand Blanc, Michigan	$28M	+$262K	11	2.07%	Increased
3463	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$28M	-$1.1M	18	12.08%	Reduced
3464	BCM Buckhead Capital Management Atlanta, Georgia	$28M	-$1.26M	9	9.59%	Reduced
3465	RFL RD Finance Ltd Limassol, Cyprus	$27.9M	+$7.74M	4	27.59%	Increased
3466	TWM TriaGen Wealth Management Calabasas, California	$27.9M	-$5.48M	13	6.99%	Reduced
3467	HI Harrington Investments Napa, California	$27.9M	-$742K	9	13.51%	Reduced
3468	CG CFO4Life Group Coppell, Texas	$27.9M	+$2.49M	15	3.75%	Increased
3469	AA Altrafin AG Zurich,	$27.9M	-$12.3M	4	10.92%	Reduced
3470	WDA Wendell David Associates Portsmouth, New Hampshire	$27.9M	+$1.65M	13	2.95%	Increased
3471	WI WrapManager Inc Mill Valley, California	$27.9M	+$2.77M	11	8.72%	Increased
3472	HI Harper Investing Santa Clara, California	$27.8M	-$1.51M	5	9.38%	Reduced
3473	QFA Quantum Financial Advisors El Segundo, California	$27.8M	+$3.17M	26	2.75%	Increased
3474	TC Triavera Capital Larkspur, California	$27.7M	+$2.07M	1	15.07%	Increased
3475	1W 1776 Wealth Atlanta, Georgia	$27.7M	+$937K	10	9.75%	Increased