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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
4251	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$16.2M	+$2.78M	13	8.57%	Increased
4252	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$16.1M	+$1.69M	7	7.45%	Increased
4253	TF Tudor Financial Dayton, Ohio	$16.1M	+$474K	11	7.25%	Increased
4254	PF Prosperitas Financial Valencia, California	$16.1M	+$323K	4	5.16%	Increased
4255	GWP Gen-Wealth Partners Zeeland, Michigan	$16.1M	+$553K	34	4.48%	Increased
4256	CPWM Cypress Point Wealth Management Dallas, Texas	$16.1M	+$5.75M	10	3.28%	Increased
4257	FWA Fulcrum Wealth Advisors Bellevue, Washington	$16.1M	-$34.1K	5	12.3%	Reduced
4258	RMSCM R.M. Sincerbeaux Capital Management New York	$16.1M	-$383K	3	8.55%	Reduced
4259	RWI Red Wave Investments Dillsburg, Pennsylvania	$16.1M	+$71.1K	13	4.08%	Increased
4260	ACM Altrius Capital Management New Bern, North Carolina	$16.1M	-$3.9M	2	3.05%	Reduced
4261	AA Argent Advisors Monroe, Louisiana	$16M	+$652K	14	4.01%	Increased
4262	E Evansbrook Bolingbrook, Illinois	$16M	+$305K	14	9.57%	Increased
4263	DFG Dupree Financial Group Lexington, Kentucky	$16M	+$969K	8	6.01%	Increased
4264	EFMC Empire Financial Management Company New York	$16M	-$7.36M	6	6.35%	Reduced
4265	MBWA Marin Bay Wealth Advisors San Anselmo, California	$16M	+$613K	9	8.62%	Increased
4266	FGWP Founders Grove Wealth Partners Richmond, Virginia	$16M	+$2.73M	13	3.2%	Increased
4267	ACM Ativo Capital Management Chicago, Illinois	$16M	+$3.7M	2	12.26%	Increased
4268	PBT Pictet Bank & Trust Nassau, Bahamas	$16M	+$2.24M	6	17.16%	Increased
4269	EC EntryPoint Capital New York	$16M	-$6.43M	26	3.88%	Reduced
4270	MM Meridian Management Little Rock, Arkansas	$16M	+$4.52M	6	3.59%	Increased
4271	CPL Capital & Planning LLC Jonesboro, Georgia	$16M	+$2.08M	6	8.25%	Increased
4272	NWWA New Wave Wealth Advisors Springdale, Arkansas	$16M	-$3.13M	6	4.34%	Reduced
4273	HCM Hudson Capital Management Ramsey, New Jersey	$16M	-$326K	4	3.86%	Reduced
4274	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$15.9M	+$2.09M	4	12.57%	Increased
4275	EWM Evermay Wealth Management Arlington, Virginia	$15.9M	+$1.41M	29	1.64%	Increased