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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
3901	APG Abacus Planning Group Columbia, South Carolina	$20.5M	-$16.6K	15	2.54%	Reduced
3902	UFF USA Financial Formulas Ada, Michigan	$20.5M	+$1.2M	38	3.76%	Increased
3903	JWWM Johnson & White Wealth Management York, Pennsylvania	$20.5M	+$1.69M	8	7.67%	Increased
3904	OL Owen LaRue Elizabethtown, Kentucky	$20.5M	+$1.42M	8	7.12%	Increased
3905	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$20.5M	-$4.15M	17	3.86%	Reduced
3906	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$20.5M	+$7.59M	11	13.63%	Increased
3907	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$20.5M	+$7.93M	2	11.87%	Increased
3908	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$20.5M	-$2M	1	11.31%	Reduced
3909	BP BBR Partners New York	$20.4M	+$391K	10	0.96%	Increased
3910	PW PUREfi Wealth Boston, Massachusetts	$20.4M	+$1.71M	13	11.2%	Increased
3911	SCM SaddleRock Capital Management New York	$20.4M	-$2.8M	4	19.67%	Reduced
3912	AWM Ameliora Wealth Management Zurich, Switzerland	$20.4M	-$938K	10	6.05%	Reduced
3913	AWG Altus Wealth Group Colorado Springs, Colorado	$20.4M	+$3.23M	12	7.35%	Increased
3914	IIM Illumine Investment Management Poulsbo, Washington	$20.3M	-$16.4M	0	–	Closed
3915	IWM Iams Wealth Management Omaha, Nebraska	$20.3M	+$292K	11	6.12%	Increased
3916	MFG Monte Financial Group Guilford, Connecticut	$20.3M	-$1.95M	10	6.51%	Reduced
3917	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$20.3M	+$1.71M	12	7.54%	Increased
3918	WCM Washburn Capital Management Vero Beach, Florida	$20.3M	+$3.38M	9	10.01%	Increased
3919	SMI Shelter Mutual Insurance Columbia, Missouri	$20.3M	-$2.86M	2	4.3%	Reduced
3920	SEEDPG S.E.E.D. Planning Group Binghamton, New York	$20.3M	-$660K	6	5.37%	Reduced
3921	ACM Alessandra Capital Management Torrance, California	$20.3M	-$3.39M	12	14.36%	Reduced
3922	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$20.3M	+$8.06M	23	4.54%	Increased
3923	SFGM Stonebridge Financial Group (Missouri) St. Louis, Missouri	$20.3M	+$1.15M	17	13.47%	Increased
3924	WWG West Wealth Group Irvine, California	$20.3M	+$1.36M	10	3.31%	Increased
3925	JF JMN Financial New Albany, Ohio	$20.3M	+$1.25M	15	15.75%	Increased