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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
3476	FDS Freedom Day Solutions Houston, Texas	$27.7M	-$867K	6	6.12%	Reduced
3477	SWP Summit Wealth Partners Orlando, Florida	$27.6M	+$1.65M	14	3.94%	Increased
3478	IPW Impact Partnership Wealth Marietta, Georgia	$27.6M	+$2.04M	26	2.69%	Increased
3479	GWM GK Wealth Management Reno, Nevada	$27.6M	+$20.7M	18	14.5%	Increased
3480	MMCM Murphy & Mullick Capital Management Smithtown, New York	$27.6M	-$341K	33	17.13%	Reduced
3481	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$27.6M	+$1.29M	16	4.7%	Increased
3482	LOIM Liberty One Investment Management Libertyville, Illinois	$27.5M	-$4.43M	7	2.75%	Reduced
3483	BPIM Brant Point Investment Management New York	$27.5M	-$12.8M	7	3.39%	Reduced
3484	GWA Gratus Wealth Advisors Virginia Beach, Virginia	$27.5M	-$1.2M	8	3.5%	Reduced
3485	RL Retireful LLC Haslett, Michigan	$27.5M	+$5.77M	15	25.57%	Increased
3486	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$27.5M	-$3.12M	16	9.88%	Reduced
3487	SP Sherman Porfolios Coeur D'alene, Idaho	$27.4M	-$449K	7	2.15%	Reduced
3488	DO denkapparat Operations Berlin, Germany	$27.4M	-$476K	21	8.94%	Reduced
3489	TAM Tucker Asset Management Littleton, Colorado	$27.4M	+$1.75M	13	6.76%	Increased
3490	WWM WT Wealth Management Scottsdale, Arizona	$27.4M	-$2.59M	9	7.58%	Reduced
3491	FCB First County Bank Stamford, Connecticut	$27.3M	-$118K	14	12.86%	Reduced
3492	RGC Roberts, Glore & Co Deerfield, Illinois	$27.3M	+$141K	16	6.76%	Increased
3493	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$27.3M	+$1.58M	18	7.13%	Increased
3494	BWM Buckley Wealth Management Las Vegas, Nevada	$27.3M	+$1.37M	11	6.75%	Increased
3495	GSB Greenfield Savings Bank Greenfield, Massachusetts	$27.3M	+$214K	13	10.35%	Increased
3496	SC Searle & Co Greenwich, Connecticut	$27.2M	+$1.26M	15	6.12%	Increased
3497	EG Ellerson Group Annapolis, Maryland	$27.2M	-$25.3K	2	16.07%	Reduced
3498	BMWS Brady Martz Wealth Solutions Grand Forks, North Dakota	$27.2M	-$1.45M	13	4.11%	Reduced
3499	BA Bellwether Advisors Lincoln, Nebraska	$27.2M	-$9.16M	9	4.02%	Reduced
3500	RA Riverstone Advisors New Braunfels, Texas	$27.1M	+$2.21M	12	11.23%	Increased