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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
3726	DA Doliver Advisors Houston, Texas	$23.2M	-$4.37M	8	5.26%	Reduced
3727	1GI 180 GPS Investments St Peter Port,	$23.2M	+$20.8M	5	17.15%	New
3728	VIPI Vista Investment Partners II Richmond, Indiana	$23.2M	+$494K	12	9.1%	Increased
3729	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$23.2M	+$4.03M	4	13.22%	Increased
3730	SWM Sandro Wealth Management Fairfield, New Jersey	$23.2M	+$1.19M	12	16.73%	Increased
3731	MC Mathes Company New York	$23.1M	+$279K	9	7.19%	Increased
3732	ALAM Asahi Life Asset Management Tokyo, Japan	$23.1M	-$1.89M	13	13.07%	Reduced
3733	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$23.1M	-$765K	44	11.64%	Reduced
3734	SI Saxon Interests Houston, Texas	$23.1M	+$531K	15	6.38%	Increased
3735	FPFC Financial Planning Fort Collins Fort Collins, Colorado	$23.1M	-$206	1	17.47%	Reduced
3736	PL PeakShares LLC Tampa, Florida	$23M	-$81K	14	17.12%	Reduced
3737	FSAG Financial Solutions Advisory Group Chicago, Illinois	$23M	-$423K	8	2.9%	Reduced
3738	CWM Chesapeake Wealth Management Williamsburg, Virginia	$22.9M	-$342K	12	6.44%	Reduced
3739	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$22.9M	-$8.52M	1	3.27%	Reduced
3740	CFA Collaborative Fund Advisors Reno, Nevada	$22.9M	+$5.21M	17	13.36%	Increased
3741	1WM 1900 Wealth Management San Antonio, Texas	$22.9M	+$4.38M	19	1.28%	Increased
3742	WAM Worth Asset Management Dallas, Texas	$22.9M	+$160K	10	7.34%	Increased
3743	MFS Mirabella Financial Services London, United Kingdom	$22.9M	-$39.7M	31	2.19%	Reduced
3744	PFP Paragon Financial Partners Woodland Hills, California	$22.8M	+$206	3	12.18%	Increased
3745	FCA FLC Capital Advisors Palm Desert, California	$22.8M	+$915K	19	3.67%	Increased
3746	IR IAT Reinsurance New York	$22.8M	-$57.5M	2	13.68%	Reduced
3747	MEG Millstone Evans Group Boulder, Colorado	$22.8M	+$13.2K	29	12.32%	Increased
3748	NI NCP Inc La Quinta, California	$22.8M	+$1.86M	12	31.67%	Increased
3749	TCM Teza Capital Management Chicago, Illinois	$22.7M	+$14.7M	42	43.87%	Increased
3750	PCM Pavaki Capital Management Pueblo, Colorado	$22.7M	+$4.51M	6	7.91%	Increased