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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
4376	PFG PAX Financial Group San Antonio, Texas	$15M	+$3.52M	14	2.22%	Increased
4377	HI Human Investing Lake Oswego, Oregon	$15M	-$170K	12	1.94%	Reduced
4378	SIP Snowwater Investment Partners Fairfield, Connecticut	$15M	-$760K	7	10.34%	Reduced
4379	GDCM Galaxy Digital Capital Management New York	$14.9M	-$580K	6	7.25%	Reduced
4380	HCP Holt Capital Partners Fort Worth, Texas	$14.9M	+$2.19M	9	1.76%	Increased
4381	RFS Richardson Financial Services Medway, Massachusetts	$14.9M	+$668K	27	8.46%	Increased
4382	AGA Accuvest Global Advisors Provo, Utah	$14.9M	+$1.11M	5	12.83%	Increased
4383	SFG Strive Financial Group Carmel, Indiana	$14.9M	+$1.73M	39	6.48%	Increased
4384	SWM Silverlake Wealth Management Williston, Vermont	$14.9M	+$1.23M	15	2.82%	Increased
4385	MWM Manske Wealth Management Houston, Texas	$14.9M	-$736K	13	3.7%	Reduced
4386	BAM Burkett Asset Management Victoria,	$14.9M	+$124K	4	13.91%	Increased
4387	JRPIM Journey Retirement Planning & Investment Management Ammon, Idaho	$14.9M	+$1.17M	14	11.58%	Increased
4388	WI Wealth Intelligence Columbus, Georgia	$14.9M	+$70.6K	8	6.9%	Increased
4389	MVF Markin Volterra Fund Rye, New York	$14.9M	+$1.25M	26	10.12%	Increased
4390	LIM Loudon Investment Management West Lebanon, New Hampshire	$14.9M	+$2.36M	3	7.29%	Increased
4391	DSA Droms Strauss Advisors St. Louis, Missouri	$14.8M	+$725K	5	3.37%	Increased
4392	CA Corrado Advisors Ramsey, New Jersey	$14.8M	-$2.3M	6	6.83%	Reduced
4393	SAM Summit Asset Management Memphis, Tennessee	$14.8M	+$730K	9	1.9%	Increased
4394	VCWM Vista Cima Wealth Management Surprise, Arizona	$14.8M	-$1.35M	6	11.04%	Reduced
4395	EWS Eagle Wealth Strategies West Deptford, New Jersey	$14.8M	+$306K	13	5.65%	Increased
4396	OMIC Old Mission Investment Co Traverse City, Michigan	$14.8M	+$246K	10	3.07%	Increased
4397	PGF Plan Group Financial Oklahoma City, Oklahoma	$14.8M	+$764K	11	3.04%	Increased
4398	FEM Fulcrum Equity Management Plano, Texas	$14.8M	+$2.54M	17	10.83%	Increased
4399	VW Vantus Wealth Lancaster, Pennsylvania	$14.8M	+$13.3M	15	7.92%	New
4400	AIM Aurora Investment Managers Naples, Florida	$14.8M	+$1.76M	4	9.03%	Increased