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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
4001	Rockingstone Advisors Great Barrington, Massachusetts	$19.2M	+$154K	4	7.71%	Increased
4002	Armstrong Advisory Group Needham, Massachusetts	$19.2M	+$628K	47	1.17%	Increased
4003	Capital Advisors Ltd Shaker Heights, Ohio	$19.2M	-$182K	52	1.93%	Reduced
4004	Crescent Grove Advisors Lake Forest, Illinois	$19.1M	+$413K	11	1.6%	Increased
4005	MFC Mechanics Financial Corp Mansfield, Ohio	$19.1M	+$1.44M	20	6.84%	Increased
4006	Berkeley Capital Partners Milton, Georgia	$19.1M	+$1.23M	13	3.94%	Increased
4007	Harbor Advisory Corp Portsmouth, New Hampshire	$19.1M	-$5.69M	6	5.12%	Reduced
4008	Shepherd Street Advisors Larkspur, California	$19.1M	-$377K	7	16.78%	Reduced
4009	Davis Rea Toronto, Ontario, Canada	$19.1M	+$607K	3	5.45%	Increased
4010	Baron Wealth Management Troy, Michigan	$19.1M	+$1.74M	19	4.95%	Increased
4011	SEP Signature Equity Partners Columbus, Ohio	$19.1M	+$895K	60	8.77%	Increased
4012	Haven Private Orlando, Florida	$19.1M	+$173K	11	7.25%	Increased
4013	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$19.1M	-$105K	8	3.85%	Reduced
4014	Sender Company & Partners New York	$19M	+$10.7M	11	5.52%	Increased
4015	Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$19M	+$3.72M	5	3.91%	Increased
4016	Petra Financial Advisors Colorado Srpings, Colorado	$19M	+$6.92M	14	8.82%	Increased
4017	LWA Legacy Wealth Advisors Miami, Florida	$19M	+$5.65M	18	8.22%	Increased
4018	McLean Asset Management Tysons, Virginia	$19M	+$351K	13	2.51%	Increased
4019	Salomon & Ludwin Richmond, Virginia	$18.9M	-$343K	66	1.56%	Reduced
4020	Clark Financial Services Group Chesterfield, Missouri	$18.9M	+$2.38M	11	8.94%	Increased
4021	Darwin Wealth Management Tampa, Florida	$18.9M	-$6.59M	32	5.17%	Reduced
4022	Walkner Condon Financial Advisors Madison, Wisconsin	$18.9M	+$1.29M	18	2.17%	Increased
4023	Fairscale Capital Nashua, New Hampshire	$18.9M	-$1.92K	27	11.29%	Reduced
4024	Martin Capital Partners Eugene, Oregon	$18.9M	-$4.92M	3	6.95%	Reduced
4025	Garrett Wealth Advisory Group Weatherford, Texas	$18.9M	+$579K	14	2.9%	Increased