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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
4351	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$15.2M	+$2.35M	15	1.32%	Increased
4352	CW Cedarwood Wealth Highlands Ranch, Colorado	$15.2M	+$1.7M	13	11.49%	Increased
4353	AIA Alternative Investment Advisors Maitland, Florida	$15.2M	+$628K	8	5.78%	Increased
4354	CWA Crusonia Wealth Advisors Denver, Colorado	$15.2M	+$5.51M	15	2.49%	Increased
4355	MC Martin & Co Knoxville, Tennessee	$15.2M	-$1.76M	3	2.37%	Reduced
4356	TPWM Twelve Points Wealth Management Concord, Massachusetts	$15.2M	-$1.41M	15	3.04%	Reduced
4357	RI Ruggiero Investments West Palm Beach, Florida	$15.2M	+$115K	8	12.77%	Increased
4358	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$15.1M	-$4.82M	8	3.11%	Reduced
4359	RFA Rollins Financial Advisors New York City, New York	$15.1M	+$2.18M	9	2%	Increased
4360	FC Farringdon Capital London, United Kingdom	$15.1M	-$28.9M	13	7.49%	Reduced
4361	KLCM KG&L Capital Management Saint Francisville, Louisiana	$15.1M	+$3.75M	15	8.99%	Increased
4362	PCMNC Piedmont Capital Management (North Carolina) Greensboro, North Carolina	$15.1M	+$1.46M	17	9.22%	Increased
4363	AWM Abound Wealth Management Franklin, Tennessee	$15.1M	+$2.08M	65	3%	Increased
4364	UIA UG Investment Advisers Taipei, Taiwan	$15.1M	-$64.4M	1	14.63%	Reduced
4365	OIS OneAscent Investment Solutions Birmingham, Alabama	$15.1M	+$1.19M	18	14.28%	Increased
4366	DFG Delphi Financial Group Wilmington, Delaware	$15.1M	-$6.6M	1	7.45%	Reduced
4367	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$15.1M	-$493K	4	9.64%	Reduced
4368	WWM Walser Wealth Management Tampa, Florida	$15M	-$1.63M	17	6.25%	Reduced
4369	FFL Financial Freedom LLC Cincinnati, Ohio	$15M	-$447K	6	6.9%	Reduced
4370	MWM Mascagni Wealth Management Clinton, Mississippi	$15M	+$881K	9	9.34%	Increased
4371	BFWM Bright Futures Wealth Management Webster, Ny 14580, New York	$15M	-$171K	11	9.71%	Reduced
4372	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$15M	+$448K	11	7.16%	Increased
4373	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$15M	+$181K	2	2.84%	Increased
4374	AC Aristides Capital Louisville, Kentucky	$15M	+$12.4M	5	2.91%	Increased
4375	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$15M	+$2.03M	4	8.49%	Increased