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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
3976	WTFG Wood Tarver Financial Group Boise, Idaho	$19.4M	+$2.61M	5	4.59%	Increased
3977	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$19.4M	-$453K	17	11.85%	Reduced
3978	CBT Crews Bank & Trust Wauchula, Florida	$19.4M	-$266K	29	2.53%	Reduced
3979	HAG HF Advisory Group Annapolis, Maryland	$19.4M	-$2.15M	11	6%	Reduced
3980	GWM Greenline Wealth Management Boca Raton, Florida	$19.4M	+$4.46M	18	15.94%	Increased
3981	BFA Brown Financial Advisors Milford, Ohio	$19.4M	+$1.44M	12	6.77%	Increased
3982	GIPW Granite Islands Private Wealth Guilford, Connecticut	$19.4M	-$117K	4	14.33%	Reduced
3983	EFM Eley Financial Management South Burlington, Vermont	$19.4M	-$1.61M	6	6.27%	Reduced
3984	WCM WealthBridge Capital Management Westerville, Ohio	$19.3M	-$1.05M	8	3.85%	Reduced
3985	PI Pachira Investments Dana Point, California	$19.3M	+$1.13M	9	7.3%	Increased
3986	WBG Wharton Business Group Malvern, Pennsylvania	$19.3M	-$333K	6	0.65%	Reduced
3987	Harris Associates Chicago, Illinois	$19.3M	+$195K	7	0.03%	Increased
3988	MWA Medallion Wealth Advisors Farmington, Connecticut	$19.3M	-$271K	33	6.09%	Reduced
3989	RAM RWC Asset Management London, United Kingdom	$19.3M	+$3.02M	1	0.73%	Increased
3990	FPWM FSB Premier Wealth Management Waterloo, Iowa	$19.3M	-$670K	13	5.43%	Reduced
3991	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$19.3M	+$1.16M	14	4.76%	Increased
3992	LFCM Long Focus Capital Management San Juan, Puerto Rico	$19.3M	+$20.2M	1	0.49%	New
3993	FWP Flatrock Wealth Partners Newport Beach, California	$19.2M	+$1.12M	15	7.56%	Increased
3994	TPG GP A Fort Worth, Texas	$19.2M	+$4.47M	1	0.38%	Increased
3995	KC Karras Company Roy, Utah	$19.2M	-$1.17M	4	17.42%	Reduced
3996	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$19.2M	+$4.36M	31	7.53%	Increased
3997	RA Rockingstone Advisors Great Barrington, Massachusetts	$19.2M	+$154K	4	7.71%	Increased
3998	AAG Armstrong Advisory Group Needham, Massachusetts	$19.2M	+$628K	47	1.17%	Increased
3999	CAL Capital Advisors Ltd Shaker Heights, Ohio	$19.2M	-$182K	52	1.93%	Reduced
4000	CGA Crescent Grove Advisors Lake Forest, Illinois	$19.1M	+$413K	11	1.6%	Increased