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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
3751	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$22.7M	+$706K	10	3.32%	Increased
3752	AG Advocate Group Minnetonka, Minnesota	$22.7M	-$3.3M	6	3.41%	Reduced
3753	MCM Monarch Capital Management Fort Wayne, Indiana	$22.7M	-$1.25M	8	5.19%	Reduced
3754	EPW Elevated Private Wealth Brookfield, Wisconsin	$22.7M	+$20M	7	21.43%	New
3755	LK Lumbard & Kellner Hollis, New Hampshire	$22.6M	+$733K	8	6.86%	Increased
3756	BWM BlackDiamond Wealth Management New York	$22.6M	+$4.23M	20	9.08%	Increased
3757	1M 1248 Management Kansas City, Missouri	$22.6M	+$1.62M	20	8.83%	Increased
3758	KFI Key Financial Inc West Chester, Pennsylvania	$22.6M	-$772K	46	3.7%	Reduced
3759	BWA Blodgett Wealth Advisors Concord, California	$22.6M	+$1.3M	9	15.11%	Increased
3760	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$22.5M	+$1M	14	5.56%	Increased
3761	GC GatePass Capital Independence, Ohio	$22.5M	+$1.96M	11	8.55%	Increased
3762	RF Robbins Farley Bedford, New Hampshire	$22.5M	-$195K	7	8.65%	Reduced
3763	Glazer Capital LLC New York	$22.5M	-$6.42M	4	0.55%	Reduced
3764	First Command Advisory Services Fort Worth, Texas	$22.5M	+$4.44M	51	0.13%	Increased
3765	Private Management Group Irvine, California	$22.5M	-$870K	12	0.59%	Reduced
3766	APC Aspire Private Capital Cornelius, North Carolina	$22.5M	+$2.31M	8	4.65%	Increased
3767	SGI Swan Global Investments Durango, Colorado	$22.5M	+$15M	9	0.66%	Increased
3768	BOC Barbara Oil Co Chicago, Illinois	$22.5M	$0	5	7.57%	Maintained
3769	VFA Values First Advisors Gray, Tennessee	$22.5M	+$1.03M	16	10.26%	Increased
3770	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$22.5M	+$217K	10	3.53%	Increased
3771	BWM BKM Wealth Management Brookfield, Wisconsin	$22.4M	+$245K	11	7.95%	Increased
3772	CCM Corsair Capital Management New York	$22.4M	+$4.03M	13	2.8%	Increased
3773	BLC Blue Line Capital Chicago, Illinois	$22.4M	+$2.42M	8	18.69%	Increased
3774	OWA One Wealth Advisors San Francisco, California	$22.4M	+$627K	19	2.47%	Increased
3775	BFC Bedel Financial Consulting Indianapolis, Indiana	$22.4M	+$794K	16	2.1%	Increased