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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
3926	TCM Triumph Capital Management Denver, Colorado	$20.2M	-$3.94M	51	3.67%	Reduced
3927	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$20.2M	+$365K	4	7.33%	Increased
3928	CG Curat Global Springfield, New Hampshire	$20.2M	-$3.8M	15	16.5%	Reduced
3929	CVM Cheviot Value Management Beverly Hills, California	$20.2M	-$102K	24	2.05%	Reduced
3930	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$20.1M	+$1.5M	9	14.11%	Increased
3931	BC Bridgefront Capital Austin, Texas	$20.1M	-$13.6M	25	5.3%	Reduced
3932	SG Sherry Group Mountain Home, Arkansas	$20.1M	+$332K	4	19.62%	Increased
3933	AAIM Asset Advisors Investment Management Augusta, Georgia	$20.1M	+$4.36M	4	1.84%	Increased
3934	RI Ridgewood Investments Springfield, New Jersey	$20M	-$5.02M	14	7.5%	Reduced
3935	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$20M	+$2.3M	19	11.48%	Increased
3936	BC Barrett & Company Providence, Rhode Island	$20M	+$3.27M	28	5.61%	Increased
3937	EMAM Encompass More Asset Management Danville, California	$20M	-$7.26M	16	2.91%	Reduced
3938	WH Wallace Hart Lexington, Kentucky	$20M	+$12.3M	12	12.51%	Increased
3939	JMBA J. M. Brown & Associates Tulsa, Oklahoma	$20M	+$16.5M	21	11.45%	New
3940	MCA MSH Capital Advisors Scottsdale, Arizona	$20M	+$4.62M	17	3.48%	Increased
3941	FI Finivi Inc Westborough, Massachusetts	$20M	+$1.14M	8	10.26%	Increased
3942	SWA Shah Wealth Advisors Chino Hills, California	$20M	+$20.5M	1	4.61%	New
3943	TY Titiun Yejiel	$20M	+$4.04M	4	17.32%	Increased
3944	SCM Sunbeam Capital Management Atlanta, Georgia	$19.9M	+$920K	12	9.12%	Increased
3945	GI GS Investments Minneapolis, Minnesota	$19.9M	-$7.58M	7	14.41%	Reduced
3946	FPF First Pacific Financial Vancouver, Washington	$19.9M	-$897K	32	2.37%	Reduced
3947	EPA Element Pointe Advisors Miami, Florida	$19.9M	-$824K	7	3.2%	Reduced
3948	PHS Pekin Hardy Strauss Chicago, Illinois	$19.9M	-$1.57M	23	1.75%	Reduced
3949	SPW Signet Private Wealth Chicago, Illinois	$19.8M	+$2.81M	17	15.82%	Increased
3950	WWM Waterway Wealth Management The Woodlands, Texas	$19.8M	-$4.25M	7	4.05%	Reduced