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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
4401	DQRIM Dale Q Rice Investment Management Vancouver, Washington	$14.8M	+$646K	9	8%	Increased
4402	VCM Verde Capital Management Clarkston, Michigan	$14.7M	+$444K	6	2.72%	Increased
4403	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$14.7M	+$1.14M	12	3.95%	Increased
4404	PVM Palogic Value Management Dallas, Texas	$14.7M	+$1.64M	7	4.81%	Increased
4405	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$14.7M	-$2.57M	3	8.86%	Reduced
4406	BCG BayBridge Capital Group Pleasanton, California	$14.7M	-$2.49M	10	7.66%	Reduced
4407	GIM Goodlander Investment Management Dallas, Texas	$14.7M	+$12.4M	1	4.44%	Increased
4408	CG Cynosure Group Salt Lake City, Utah	$14.7M	+$4.51M	17	2.21%	Increased
4409	OAP One Advisory Partners Overland Park, Kansas	$14.7M	-$87.2K	3	3.99%	Reduced
4410	CAG Centerpoint Advisory Group Overland Park, Kansas	$14.7M	+$283K	8	9.3%	Increased
4411	LC Lincoln Capital Lincoln, Nebraska	$14.7M	+$133K	6	2.61%	Increased
4412	WAM Watershed Asset Management San Francisco, California	$14.6M	-$6.74M	8	13.1%	Reduced
4413	AI Atomic Invest New York	$14.6M	+$10.9M	18	1.28%	Increased
4414	TCPW Twin City Private Wealth Winston-Salem, North Carolina	$14.6M	-$1.51M	8	10.23%	Reduced
4415	ANB Amarillo National Bank Amarillo, Texas	$14.6M	+$1.19M	9	2.34%	Increased
4416	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$14.6M	-$6.07K	11	5.67%	Reduced
4417	EIP Ellis Investment Partners Berwyn, Pennsylvania	$14.5M	-$795K	10	2.2%	Reduced
4418	CPC CFC Planning Company Cicero, Indiana	$14.5M	-$436K	9	8.51%	Reduced
4419	CFC Coyle Financial Counsel Glenview, Illinois	$14.5M	+$2.2M	12	2.65%	Increased
4420	RCWM Royal Capital Wealth Management Carmel, Indiana	$14.5M	+$558K	8	8.16%	Increased
4421	M MATAURO New York	$14.5M	+$1.4M	9	1.92%	Increased
4422	SG Somerset Group Wayzata, Minnesota	$14.5M	+$64.3K	4	10.17%	Increased
4423	RPSA Richard P. Slaughter Associates Austin, Texas	$14.5M	-$2.03M	8	2.84%	Reduced
4424	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$14.5M	+$1.58M	11	3.37%	Increased
4425	AWM Aries Wealth Management Portland, Maine	$14.5M	+$239K	13	2.85%	Increased