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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
3526	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$26.7M	+$14.7M	10	2.46%	Increased
3527	DS Dudley & Shanley Palm Beach, Florida	$26.7M	-$11.1M	1	4.03%	Reduced
3528	FMP Financial Management Professionals Austin, Texas	$26.7M	+$737K	43	2.53%	Increased
3529	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$26.7M	-$2.38M	13	2.44%	Reduced
3530	DCM Dudley Capital Management Middleburg, Virginia	$26.6M	+$551K	11	10.64%	Increased
3531	CCC Chelsea Counsel Company Los Angeles, California	$26.6M	+$2.75M	17	11.28%	Increased
3532	BWA Boulder Wealth Advisors Boulder, Colorado	$26.6M	-$2M	2	9.71%	Reduced
3533	FPCP Fort Point Capital Partners San Francisco, California	$26.6M	+$1.9M	12	1.85%	Increased
3534	FWP Forefront Wealth Partners Austin, Texas	$26.6M	-$2.59M	13	8.24%	Reduced
3535	NP Ninepoint Partners Toronto, Ontario, Canada	$26.6M	+$7.31M	15	2.03%	Increased
3536	PGIM Custom Harvest Newark, New Jersey	$26.4M	+$3.94M	20	0.33%	Increased
3537	LCWM Legacy Capital Wealth Management The Woodlands, Texas	$26.4M	-$1.38M	7	12.12%	Reduced
3538	GCM Greenland Capital Management New York	$26.3M	-$26.8M	35	3.24%	Reduced
3539	PWW Pettyjohn Wood & White Lynchburg, Virginia	$26.3M	+$620K	16	3.82%	Increased
3540	I INVST Indianapolis, Indiana	$26.3M	+$1.47M	16	2.56%	Increased
3541	BWM Bullock Wealth Management Bloomington, Indiana	$26.3M	+$142K	34	11.39%	Increased
3542	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$26.2M	+$3.4M	37	8.28%	Increased
3543	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$26.2M	+$4.51M	9	2.89%	Increased
3544	EC EdgeRock Capital Denver, Colorado	$26.1M	+$3.68M	18	5.92%	Increased
3545	VEA Virtus ETF Advisers New York	$26.1M	+$4.41M	32	10.02%	Increased
3546	GFL Granite FO LLC Bedford, New Hampshire	$26.1M	$0	7	13.82%	Maintained
3547	TIG Tribune Investment Group New York	$26.1M	+$5.57M	6	10.59%	Increased
3548	AIC Archer Investment Corporation Carmel, Indiana	$26.1M	-$679K	46	5%	Reduced
3549	MA MSA Advisors Santa Monica, California	$26.1M	+$20.8M	2	6.72%	Increased
3550	MCM McKinney Capital Management Houston, Texas	$26.1M	+$9.18M	5	10.27%	Increased