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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
4176	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$17.1M	+$868K	11	4.14%	Increased
4177	TCOTS Trust Company of the South Greensboro, North Carolina	$17.1M	+$820K	14	2.41%	Increased
4178	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$17.1M	-$154K	3	2.48%	Reduced
4179	TWM Tortuga Wealth Management Torrance, California	$17.1M	+$745K	13	12.96%	Increased
4180	AFA Allium Financial Advisors Lake Oswego, Oregon	$17.1M	-$532K	9	11.17%	Reduced
4181	BWM BNB Wealth Management Silver Spring, Maryland	$17.1M	+$1.09M	9	9.33%	Increased
4182	RWM Riverbend Wealth Management Myrtle Beach, South Carolina	$17M	+$3.53M	16	8.56%	Increased
4183	LI LifeWealth Investments Winter Garden, Florida	$17M	+$5.78M	7	4.56%	Increased
4184	RAG RIA Advisory Group Des Moines, Iowa	$17M	-$473K	11	3.71%	Reduced
4185	TA TFB Advisors Overland Park, Kansas	$17M	+$1.13M	15	7.49%	Increased
4186	BL BCWM LLC Overland Park, Kansas	$17M	-$1.64M	2	4.97%	Reduced
4187	PAM Pegasus Asset Management Montebello, New York	$17M	-$45.4K	2	4.84%	Reduced
4188	UA Unison Advisors Washington, District of Columbia	$17M	-$1.85M	5	1.18%	Reduced
4189	HP Hilltop Partners Mishawaka, Indiana	$16.9M	+$1.71M	7	4.1%	Increased
4190	WWA Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$16.9M	-$1.75M	7	14.49%	Reduced
4191	VVP Vulcan Value Partners Birmingham, Alabama	$16.9M	-$8.07M	1	0.51%	Reduced
4192	AFWM Arta Finance Wealth Management Mountain View, California	$16.9M	-$888K	17	7.24%	Reduced
4193	SFG Sunburst Financial Group Vestavia Hills, Alabama	$16.9M	+$960K	11	2.74%	Increased
4194	EWA Encompass Wealth Advisors Portland, Oregon	$16.9M	-$31.6K	9	5.14%	Reduced
4195	KPPF Klein Pavlis & Peasley Financial Irvine, California	$16.9M	-$2.23M	7	8.79%	Reduced
4196	HWA HHM Wealth Advisors Chattanooga, Tennessee	$16.9M	-$193K	34	1.69%	Reduced
4197	EWM Elevation Wealth Management Eden Prairie, Minnesota	$16.8M	+$714K	12	12.59%	Increased
4198	DA Dover Advisors Richmond, Virginia	$16.8M	-$5.66M	7	6.89%	Reduced
4199	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$16.8M	+$5.34M	9	4.96%	Increased
4200	MIM MTM Investment Management Spartanburg, South Carolina	$16.8M	+$20K	20	4.8%	Increased