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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
4501	KPDZUSZIDPFAS KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje,	$13.8M	+$11.5M	1	2.67%	New
4502	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$13.8M	+$287K	26	4.9%	Increased
4503	OF Outfitter Financial Brunswick, Maine	$13.8M	-$380K	4	9.67%	Reduced
4504	MWA Madson Wealth Advisors Santa Rosa, California	$13.8M	+$2.49M	11	9.37%	Increased
4505	CCMG Connecticut Capital Management Group Milford, Connecticut	$13.8M	+$1.16M	14	11.1%	Increased
4506	GHA Granite Harbor Advisors Houston, Texas	$13.8M	-$234K	4	5.45%	Reduced
4507	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$13.8M	+$3.43M	11	2.18%	Increased
4508	GGH GCM Grosvenor Holdings Chicago, Illinois	$13.8M	$0	1	0.59%	Maintained
4509	CL CLG LLC Long Beach, California	$13.7M	+$2.53M	11	3.02%	Increased
4510	IWP Invenio Wealth Partners Coral Gables, Florida	$13.7M	+$77.5K	9	4.92%	Increased
4511	FDC Flight Deck Capital San Francisco, California	$13.7M	+$14.6M	1	6.67%	New
4512	PWM Peterson Wealth Management Sparks, Nevada	$13.7M	+$3.41M	16	6.4%	Increased
4513	AGAM Audent Global Asset Management West Hollywood, California	$13.7M	-$1.32M	3	15.34%	Reduced
4514	VU Valence8 US Cambridge, Massachusetts	$13.7M	-$17.6M	1	4.57%	Reduced
4515	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$13.7M	-$2.02M	7	6.46%	Reduced
4516	RWC Rare Wolf Capital Bellevue, Washington	$13.7M	-$1.67M	9	8.81%	Reduced
4517	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$13.7M	-$973K	3	4.29%	Reduced
4518	CPWL Coquina Private Wealth LLC Port Charlotte, Florida	$13.7M	+$340K	9	9.29%	Increased
4519	WA WESPAC Advisors Orinda, California	$13.7M	-$348K	15	6.66%	Reduced
4520	SWA Strata Wealth Advisors Dallas, Texas	$13.6M	+$1.89M	10	3.33%	Increased
4521	UW Unique Wealth Clearwater, Florida	$13.6M	+$2.2M	10	1.59%	Increased
4522	MCM Mainstream Capital Management Los Angeles, California	$13.6M	+$336K	5	8.22%	Increased
4523	1CP 1015 Capital Partners Pottstown, Pennsylvania	$13.6M	+$282K	37	11.43%	Increased
4524	EC Enhancing Capital Harrisburg, Pennsylvania	$13.6M	+$970K	4	9.38%	Increased
4525	CPM Connective Portfolio Management New York	$13.6M	+$7.84M	9	22.7%	Increased