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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
4126	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$17.6M	-$131K	4	2.77%	Reduced
4127	RWS Resolute Wealth Strategies Jackson, Mississippi	$17.6M	+$1.59M	10	6.82%	Increased
4128	TFA Trinity Financial Advisors Columbus, Ohio	$17.6M	+$51.7K	8	4.52%	Increased
4129	AB ANB Bank Denver, Colorado	$17.6M	-$201K	12	6.55%	Reduced
4130	SA Sonoma Allocations Santa Rosa, California	$17.6M	+$909K	7	5.46%	Increased
4131	BCM Brookmont Capital Management Dallas, Texas	$17.6M	+$260K	6	9.42%	Increased
4132	LA LexAurum Advisors Overland Park, Kansas	$17.5M	+$1.84M	11	2.03%	Increased
4133	SC Saiph Capital Wyckoff, New Jersey	$17.5M	+$5.84M	10	5.25%	Increased
4134	SGFG Silver Grove Financial Group Orchard Park, New York	$17.5M	+$2.65M	89	9.47%	Increased
4135	V VeraBank Henderson, Texas	$17.5M	-$532K	12	2.89%	Reduced
4136	NI Nepsis Inc Minneapolis, Minnesota	$17.5M	-$19.4M	1	5.93%	Reduced
4137	IWN Independent Wealth Network Urbandale, Iowa	$17.5M	-$68.7K	20	4.44%	Reduced
4138	KCIC Kuhn & Co Investment Counsel Chicago, Illinois	$17.5M	-$455K	10	10.09%	Reduced
4139	OW Olistico Wealth Tulsa, Oklahoma	$17.4M	-$444K	17	7.46%	Reduced
4140	TMC Themes Management Co Greenwich, Connecticut	$17.4M	+$226K	8	11.55%	Increased
4141	CC Copos Capital Luxembourg,	$17.4M	+$15.3M	4	2.35%	New
4142	EL Essex LLC Deer Park, Illinois	$17.4M	-$680K	11	2.64%	Reduced
4143	ISFAN Investor's Fiduciary Advisor Network Snoqualmie, Washington	$17.4M	-$1.95M	14	5.9%	Reduced
4144	BA Bluesphere Advisors East Norriton, Pennsylvania	$17.4M	+$1.12M	6	5.37%	Increased
4145	DAM DLD Asset Management New York	$17.4M	+$9.41M	3	1.15%	Increased
4146	SCM Summerhill Capital Management Toronto, Ontario, Canada	$17.4M	-$1.43M	1	13.87%	Reduced
4147	CFWMA Center for Wealth Management Advisory Milford, Ohio	$17.4M	-$219K	6	10.89%	Reduced
4148	PWA Providence Wealth Advisors Frankfort, Illinois	$17.4M	+$5.23M	8	10.22%	Increased
4149	LTM Lotus Technology Management Orlando, Florida	$17.3M	-$1.75M	11	21.28%	Reduced
4150	WAP Wealth Analytics Partners San Diego, California	$17.3M	+$958K	8	6.29%	Increased