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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	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$1.76M	+$12.5K	11	1.06%	Increased
3702	CAM Costello Asset Management Feasterville, Pennsylvania	$1.76M	-$44K	9	1.15%	Reduced
3703	CAG Curtis Advisory Group Santa Barbara, California	$1.76M	-$253K	2	0.76%	Reduced
3704	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$1.76M	-$7.19K	2	0.84%	Reduced
3705	TP Tranquility Partners Brentwood, Tennessee	$1.76M	-$67.6K	3	0.99%	Reduced
3706	CFA Camarda Financial Advisors Fleming Island, Florida	$1.76M	-$5.97M	2	1.09%	Reduced
3707	CPW Catalyst Private Wealth San Mateo, California	$1.75M	-$681K	3	0.97%	Reduced
3708	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$1.74M	-$72.9K	3	1.44%	Reduced
3709	RC Reik & Co New York	$1.74M	$0	2	0.44%	Maintained
3710	CAM Concorde Asset Management Ann Arbor, Michigan	$1.74M	-$218K	3	0.98%	Reduced
3711	BC Barnett & Company Chattanooga, Tennessee	$1.74M	+$733K	4	1.15%	Increased
3712	FAM Flaharty Asset Management Clearwater, Florida	$1.74M	+$91.5K	4	0.37%	Increased
3713	EIM Elephas Investment Management Hong Kong	$1.73M	+$2.41M	1	0.47%	New
3714	TA Trellis Advisors Ellensburg, Washington	$1.73M	-$32.9K	3	0.9%	Reduced
3715	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1.72M	+$82.5K	11	0.62%	Increased
3716	FAG Financial Advisory Group Houston, Texas	$1.72M	+$307K	3	0.41%	Increased
3717	ICM Infini Capital Management Central, Hong Kong	$1.71M	+$803K	5	1.81%	Increased
3718	IMF Infini Master Fund Hong Kong	$1.71M	+$803K	5	1.81%	Increased
3719	RIS Retirement Income Solutions Ann Arbor, Michigan	$1.7M	-$105K	4	0.58%	Reduced
3720	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$1.7M	+$195K	5	0.44%	Increased
3721	PCFFS Pacific Center for Financial Services San Ramon, California	$1.69M	$0	9	0.74%	Maintained
3722	MWC MBM Wealth Consultants Chesterfield, Missouri	$1.69M	+$131K	7	0.79%	Increased
3723	FFWM Future Financial Wealth Management Cincinnati, Ohio	$1.68M	+$589K	2	1.73%	Increased
3724	HWM HighMark Wealth Management St. Paul, Minnesota	$1.68M	-$4.65K	23	1.23%	Reduced
3725	&Partners Nashville, Tennessee	$1.65M	+$307K	5	1.07%	Increased