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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
3951	WWM Waterway Wealth Management The Woodlands, Texas	$19.8M	-$4.25M	7	4.05%	Reduced
3952	AWA Adapt Wealth Advisors Atlanta, Georgia	$19.8M	-$1.4M	7	6.47%	Reduced
3953	RIS Richmond Investment Services Mequon, Wisconsin	$19.8M	-$15.4M	11	6.26%	Reduced
3954	WC Wynn Capital Augusta, Georgia	$19.8M	+$320K	9	8.83%	Increased
3955	SIS Strategic Investment Solutions Orland Park, Illinois	$19.8M	+$3.98M	28	4.52%	Increased
3956	BWM Bernicke Wealth Management Altoona, Wisconsin	$19.8M	+$305K	5	2.29%	Increased
3957	EIM Emmett Investment Management New York	$19.7M	+$9.17M	2	13.82%	Increased
3958	NEAM New England Asset Management Farmington, Connecticut	$19.7M	-$6.36M	4	2.28%	Reduced
3959	WOCP White Oak Capital Partners Singapore	$19.7M	+$70K	1	4.63%	Increased
3960	SFG Synergy Financial Group San Ramon, California	$19.7M	-$977K	8	14.17%	Reduced
3961	XC XY Capital Central, Hong Kong	$19.7M	+$18.1M	4	18.97%	Increased
3962	QP Quartz Partners Saratoga Springs, New York	$19.6M	-$1.21M	7	6.44%	Reduced
3963	SRA Secured Retirement Advisors St Louis Park, Minnesota	$19.6M	-$6.98M	9	10.08%	Reduced
3964	SIC SJS Investment Consulting Sylvania, Ohio	$19.6M	-$1.5M	82	2.14%	Reduced
3965	EFG Elm3 Financial Group Alpharetta, Georgia	$19.6M	+$925K	9	13.44%	Increased
3966	PIA Pinion Investment Advisors Wichita, Kansas	$19.6M	+$5.27M	13	3.72%	Increased
3967	JE JMAC Enterprises Newtown, Pennsylvania	$19.6M	-$2.6M	10	3.3%	Reduced
3968	CWMGO Capstone Wealth Management Group (Oregon) Bend, Oregon	$19.6M	+$327K	13	11.79%	Increased
3969	FF Francis Financial	$19.6M	+$1.02M	11	3.2%	Increased
3970	EM Excalibur Management Waltham, Massachusetts	$19.5M	+$121K	12	6.44%	Increased
3971	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$19.5M	+$11.4M	12	8.14%	Increased
3972	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$19.5M	+$1.22M	7	11.52%	Increased
3973	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$19.5M	+$2.14M	14	1.51%	Increased
3974	SIC Sterling Investment Counsel Buffalo, New York	$19.5M	+$447K	9	4.58%	Increased
3975	NDBT North Dallas Bank & Trust Dallas, Texas	$19.4M	+$2.22M	15	11.53%	Increased