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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
4276	LF Lee Financial Dallas, Texas	$15.9M	+$313K	12	2.03%	Increased
4277	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$15.9M	-$7.67M	20	5.27%	Reduced
4278	PWP Prasad Wealth Partners Independence, Ohio	$15.9M	+$136K	10	3.82%	Increased
4279	HBWM Hollow Brook Wealth Management Katonah, New York	$15.9M	+$102K	5	3.15%	Increased
4280	SGCM Sand Grove Capital Management London, United Kingdom	$15.9M	-$8.96M	1	4.14%	Reduced
4281	IPW Inlet Private Wealth Jupiter, Florida	$15.9M	-$848K	8	3.86%	Reduced
4282	WCM Westend Capital Management Sausalito, California	$15.9M	-$8.24M	9	3.63%	Reduced
4283	WA WBH Advisory Baltimore, Maryland	$15.9M	-$186K	17	1.07%	Reduced
4284	AA AJ Advisors Nashville, Tennessee	$15.9M	-$296K	2	4.93%	Reduced
4285	I InceptionR Lafayette, California	$15.9M	-$4.26M	25	3.89%	Reduced
4286	CCM Cobalt Capital Management Short Hills, New Jersey	$15.9M	-$12.1M	2	11.28%	Reduced
4287	FWM Foguth Wealth Management Brighton, Michigan	$15.8M	-$176K	12	1.8%	Reduced
4288	EGM Encore Global Management Houston, Texas	$15.8M	-$9.86M	5	15.54%	Reduced
4289	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$15.8M	-$1.42M	10	9.43%	Reduced
4290	NL Navalign LLC Encino, California	$15.8M	+$688K	9	3.69%	Increased
4291	LA Lynch & Associates Newburgh, Indiana	$15.8M	+$245K	6	2.76%	Increased
4292	SIM Samara Investment Management Beaverton, Oregon	$15.7M	+$436K	7	14.48%	Increased
4293	LTL Lowery Thomas LLC Pebble Beach, California	$15.7M	-$134K	4	7.69%	Reduced
4294	CA Crumly & Associates Springfield, Illinois	$15.7M	+$87K	11	3.01%	Increased
4295	IAM Iridian Asset Management Westport, Connecticut	$15.7M	-$3.67M	2	5.4%	Reduced
4296	VP Verum Partners Charlotte, North Carolina	$15.7M	+$3.56M	16	2.35%	Increased
4297	LWP LMG Wealth Partners Shreveport, Louisiana	$15.7M	+$898K	9	2.5%	Increased
4298	UIA Ulland Investment Advisors Minneapolis, Minnesota	$15.7M	-$382K	14	11.56%	Reduced
4299	FMN Financial Management Network Mission Viejo, California	$15.6M	-$1.2M	7	2.25%	Reduced
4300	MAG M3 Advisory Group Needham Heights, Massachusetts	$15.6M	-$35K	13	8.11%	Reduced