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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
4026	CFAM Center For Asset Management Palm Beach Gardens, Florida	$18.8M	+$527K	15	8.33%	Increased
4027	KTM Keeler Thomas Management Orem, Utah	$18.7M	+$405K	6	6.65%	Increased
4028	AFW Avantra Family Wealth Mechanicsburg, Pennsylvania	$18.7M	+$415K	10	11.96%	Increased
4029	CCP Carmel Capital Partners San Diego, California	$18.7M	-$4.83M	8	6.18%	Reduced
4030	AIM Axiom Investment Management New York	$18.7M	-$725K	23	12.51%	Reduced
4031	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$18.7M	+$1.67M	11	1.7%	Increased
4032	OA Operose Advisors Milwaukee, Wisconsin	$18.7M	-$2.74M	17	3.62%	Reduced
4033	CCG Coastwise Capital Group La Jolla, California	$18.7M	+$401K	7	10.88%	Increased
4034	VWM Vivid Wealth Management West Des Moines, Iowa	$18.7M	-$4.23M	7	6.58%	Reduced
4035	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$18.7M	+$809K	10	8.41%	Increased
4036	V ViaWealth Leawood, Kansas	$18.7M	-$631K	10	9.4%	Reduced
4037	KV Kickstand Ventures Pittsford, New York	$18.7M	-$3.57M	12	3.4%	Reduced
4038	FRM Foundation Resource Management Little Rock, Arkansas	$18.7M	-$32.8M	1	2.17%	Reduced
4039	GRWP Green Ridge Wealth Planning Montville, New Jersey	$18.7M	-$1.9M	8	7.86%	Reduced
4040	KFG Kingdom Financial Group Peoria, Arizona	$18.7M	-$3.66M	38	4.77%	Reduced
4041	RIM RW Investment Management Eagle, Idaho	$18.6M	-$539K	8	1.64%	Reduced
4042	AIA Allied Investment Advisors Billings, Montana	$18.6M	-$95.6K	5	2.34%	Reduced
4043	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$18.6M	+$1.31M	15	1.97%	Increased
4044	WA1 Wimmer Associates 1 Pasadena, California	$18.6M	+$155K	5	8.41%	Increased
4045	PCM Poehling Capital Management Madison, Wisconsin	$18.6M	+$1.52M	15	3.99%	Increased
4046	VIM Vista Investment Management Pittsburgh, Pennsylvania	$18.6M	-$1.62M	9	5.59%	Reduced
4047	SSC Syverson Strege & Co West Des Moines, Iowa	$18.6M	+$711K	18	4.05%	Increased
4048	OGF Orin Green Financial San Diego, California	$18.6M	+$140K	5	6.85%	Increased
4049	TGAM TBH Global Asset Management Brentwood, Tennessee	$18.5M	+$967K	14	3.4%	Increased
4050	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$18.5M	+$625K	18	2.38%	Increased