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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
4076	NF Nvest Financial Portsmouth, New Hampshire	$18.3M	-$414K	9	5.77%	Reduced
4077	RA RiverPark Advisors New York	$18.3M	-$3.04M	15	8.34%	Reduced
4078	GC Guidance Capital Lousville, Kentucky	$18.3M	-$548K	18	3.9%	Reduced
4079	BC Bruce & Co Chicago, Illinois	$18.2M	-$4.64M	1	4.93%	Reduced
4080	HPM Heights Point Management New York	$18.2M	+$902K	4	14.5%	Increased
4081	AC Addison Capital Conshohocken, Pennsylvania	$18.2M	+$141K	9	2.98%	Increased
4082	PFW Petros Family Wealth Bloomington, Minnesota	$18.2M	-$1.08M	14	11.14%	Reduced
4083	JWS Juncture Wealth Strategies Scottsdale, Arizona	$18.2M	+$7.1M	15	4.74%	Increased
4084	MA Maxele Advisors Webster Groves, Missouri	$18.2M	+$15.4M	5	12.72%	New
4085	LC Lawood & Co Williamsport, Pennsylvania	$18.2M	-$921K	5	12.33%	Reduced
4086	WF WinCap Financial Boston, Massachusetts	$18.2M	+$595K	8	9.81%	Increased
4087	UWM Urban Wealth Management El Segundo, California	$18.2M	-$2.97M	8	15.82%	Reduced
4088	KFP Kerr Financial Planning Fresno, California	$18.1M	+$595K	29	20.24%	Increased
4089	LPAM Lodestar Private Asset Management Alamo, California	$18.1M	-$1.31M	12	1.57%	Reduced
4090	ACM American Capital Management New York	$18.1M	-$856K	3	0.81%	Reduced
4091	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$18.1M	+$690K	10	3.9%	Increased
4092	MI Markowski Investments Tampa, Florida	$18.1M	+$18M	26	3.98%	New
4093	OPW Oxler Private Wealth Rye Brook, New York	$18M	+$181K	3	5.15%	Increased
4094	SSW Stone Summit Wealth Miami, Florida	$18M	+$36.2K	7	4.57%	Increased
4095	STA Shade Tree Advisors Saratoga Springs, New York	$18M	-$14.6M	3	10.49%	Reduced
4096	TIA Traphagen Investment Advisors Oradell, New Jersey	$18M	+$416K	13	1.29%	Increased
4097	DCA DB&C Advisors Holland, Michigan	$18M	+$5.57M	3	19.47%	Increased
4098	LWM LeConte Wealth Management Maryville, Tennessee	$18M	+$1.47M	18	9.79%	Increased
4099	FFG Floyd Financial Group Springfield, Missouri	$18M	-$5.73M	5	11.73%	Reduced
4100	CA Cambridge Advisors Omaha, Nebraska	$18M	-$242K	7	3.09%	Reduced