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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
3701	WF Whelan Financial Fresno, California	$23.7M	+$1.28M	14	6.45%	Increased
3702	CAWM Capital Advisors Wealth Management Yakima, Washington	$23.7M	+$34.2K	13	2.78%	Increased
3703	OIS Okabena Investment Services Minneapolis, Minnesota	$23.7M	+$2.14M	9	4.23%	Increased
3704	WCP Wick Capital Partners Wayne, Pennsylvania	$23.6M	+$8.43M	14	3.57%	Increased
3705	BDL Banque de Luxembourg Luxembourg	$23.6M	+$2.63M	8	11.14%	Increased
3706	N Numerai San Francisco, California	$23.6M	-$8.71M	21	1.93%	Reduced
3707	HCP Hexagon Capital Partners Rogers, Arkansas	$23.6M	+$703K	13	3.32%	Increased
3708	PWMG Prestige Wealth Management Group Flemington, New Jersey	$23.6M	+$2.88M	50	4.28%	Increased
3709	TCI Wealth Advisors Tucson, Arizona	$23.6M	+$243K	17	1.02%	Increased
3710	RWP Ridgecrest Wealth Partners Mill Valley, California	$23.5M	-$5.04M	6	11.36%	Reduced
3711	PAM Peak Asset Management Louisville, Colorado	$23.5M	+$1.55M	11	3.46%	Increased
3712	SWM Salvus Wealth Management Red Bank, New Jersey	$23.5M	-$5.1M	12	13.17%	Reduced
3713	BOA Birnam Oak Advisors New York	$23.5M	+$1.85M	2	3.82%	Increased
3714	EPI Eddie Patel Inc Chicago, Illinois	$23.5M	-$2.07M	10	14.05%	Reduced
3715	PWAM Papamarkou Wellner Asset Management New York	$23.5M	+$535K	8	14.74%	Increased
3716	NWA Navis Wealth Advisors Rye Brook, New York	$23.5M	-$2.08M	9	8.91%	Reduced
3717	CWP Curated Wealth Partners El Segundo, California	$23.5M	+$2.03M	18	2.72%	Increased
3718	MWM Massachusetts Wealth Management North Andover, Massachusetts	$23.5M	-$133K	7	8.94%	Reduced
3719	GFS Geremia Financial Services Edison, New Jersey	$23.5M	-$43M	2	24.87%	Reduced
3720	HS HighVista Strategies Boston, Massachusetts	$23.4M	+$1.23M	15	5.34%	Increased
3721	CPC Consolidated Planning Corp Atlanta, Georgia	$23.4M	+$1.22M	8	3.16%	Increased
3722	BWM Birchcreek Wealth Management Miami Township, Ohio	$23.4M	+$4.27M	13	9.1%	Increased
3723	ECM Ebert Capital Management Eureka, California	$23.4M	+$512K	3	21.92%	Increased
3724	BNA BankChampaign National Association Champaign, Illinois	$23.3M	+$3.05M	23	17.89%	Increased
3725	WP WealthPLAN Partners Omaha, Nebraska	$23.3M	-$5.37M	15	4.45%	Reduced