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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
3551	AIM Aspen Investment Management Grand Rapids, Michigan	$26.1M	+$16.4K	14	7.01%	Increased
3552	AA Auxano Advisors Bellevue, Washington	$26.1M	+$1.27M	19	4.94%	Increased
3553	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$26M	-$6.52M	3	14.78%	Reduced
3554	LF Lantz Financial Naperville, Illinois	$26M	-$672K	16	4.76%	Reduced
3555	SP Successful Portfolios Clearwater, Florida	$26M	+$468K	16	12.12%	Increased
3556	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$25.9M	-$2.2M	4	6.93%	Reduced
3557	LC Legacy CG Plano, Texas	$25.9M	+$5.77M	3	6.64%	Increased
3558	OFO OneAscent Family Office Birmingham, Alabama	$25.9M	+$6.83M	23	13.08%	Increased
3559	OE October Effect Virginia Beach, Virginia	$25.9M	+$7.39M	7	24.36%	Increased
3560	FCG Fielder Capital Group Nashville, Tennessee	$25.9M	-$49K	17	5.61%	Reduced
3561	NL NKCFO LLC Geneva, Illinois	$25.9M	-$857K	9	7.84%	Reduced
3562	VWM Vertrix Wealth Management Troy, Michigan	$25.9M	+$1.75M	11	8.71%	Increased
3563	TWM Trueblood Wealth Management Lima, Ohio	$25.9M	+$645K	18	9.03%	Increased
3564	WIM Wiregrass Investment Management Thomasville, Georgia	$25.8M	+$2.78M	12	17.61%	Increased
3565	TTIC Tower Trust & Investment Company Davenport, Iowa	$25.8M	+$504K	23	15.68%	Increased
3566	KSCM Kamunting Street Capital Management Miami Beach, Florida	$25.8M	-$7.32M	2	14.46%	Reduced
3567	PA Prairie Advisory Leawood, Kansas	$25.8M	+$19.9M	11	6.05%	New
3568	BFA Beacon Financial Advisory Cleveland, Ohio	$25.7M	+$1.51M	20	5.07%	Increased
3569	IWA Invera Wealth Advisors Bend, Oregon	$25.7M	-$114K	17	13.8%	Reduced
3570	MMM Mendel Money Management Northbrook, Illinois	$25.7M	-$5.13M	8	9.42%	Reduced
3571	CI Cavalier Investments Alpharetta, Georgia	$25.7M	-$29.7M	3	1.07%	Reduced
3572	WMA Wealth Management Associates Cherry Hill, New Jersey	$25.7M	+$1.17M	18	7.08%	Increased
3573	5NPW 55 North Private Wealth Winter Park, Florida	$25.7M	+$5.49M	23	5.05%	Increased
3574	SLA Silver Lake Advisory Cottonwood Heights, Utah	$25.7M	-$2.63M	6	9.17%	Reduced
3575	NSGL No Street GP LP San Francisco, California	$25.6M	+$2.79M	1	1.54%	Increased