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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
3851	WDC Woodward Diversified Capital Bakersfield, California	$21.4M	+$400K	14	9.42%	Increased
3852	WPW Winthrop Partners - WNY Buffalo, New York	$21.4M	+$309K	8	10.56%	Increased
3853	WSA Wealth Science Advisors Alpharetta, Georgia	$21.4M	+$5.12M	11	9.49%	Increased
3854	RIP RAM Investment Partners Bellevue, Washington	$21.3M	-$107K	11	3.41%	Reduced
3855	SIM SSI Investment Management Los Angeles, California	$21.3M	+$876K	7	1.24%	Increased
3856	AAMG AMG Asset Management Group Cartersville, Georgia	$21.3M	+$1.99M	11	13.33%	Increased
3857	HP Hikari Power Tokyo, Japan	$21.3M	-$59.1M	2	2.49%	Reduced
3858	TWP Tempus Wealth Planning Irvine, California	$21.2M	-$878K	10	4.15%	Reduced
3859	LBC Leigh Baldwin & Co Cazenovia, New York	$21.2M	-$1.01M	14	11.42%	Reduced
3860	SJIC St. James Investment Company Southlake, Texas	$21.2M	+$10.6M	1	3.37%	Increased
3861	WA Westfuller Advisors New York	$21.2M	+$928K	43	7.71%	Increased
3862	TAS TIFF Advisory Services Radnor, Pennsylvania	$21.2M	-$8.66M	1	5.19%	Reduced
3863	WIM Warwick Investment Management Bryan, Texas	$21.1M	+$7.36M	16	2.37%	Increased
3864	WAM Walker Asset Management Verona, Missouri	$21.1M	+$189K	14	10.66%	Increased
3865	BCG Breakwater Capital Group Paramus, New Jersey	$21.1M	-$1.02M	16	2.53%	Reduced
3866	IP Investment Partners New Philadelphia, Ohio	$21.1M	+$400K	9	6.6%	Increased
3867	MWM Mattern Wealth Management Lawrence, Kansas	$21.1M	+$2.54M	10	3.46%	Increased
3868	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$21.1M	-$2.32M	70	1.05%	Reduced
3869	CCA Corps Capital Advisors Southlake, Texas	$21.1M	+$428K	9	17.02%	Increased
3870	GCP Guardian Capital (Pennsylvania) Wexford, Pennsylvania	$21M	-$3.31M	7	17.21%	Reduced
3871	LHC Lodge Hill Capital New York	$21M	+$21.6M	1	3.52%	New
3872	BCM Boreal Capital Management Miami, Florida	$21M	-$1.61M	20	15.38%	Reduced
3873	BW BXM Wealth Englewood, Colorado	$21M	+$5.29M	14	11.42%	Increased
3874	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$21M	+$91.1K	8	13.87%	Increased
3875	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$20.9M	+$991K	14	4.45%	Increased