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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
4526	CWM Chronos Wealth Management Clearwater, Florida	$13.6M	-$105K	2	6.05%	Reduced
4527	PB Pinnacle Bancorp Beatrice, Nebraska	$13.6M	+$786K	31	3.54%	Increased
4528	MLIC Mandatum Life Insurance Company Helsinki, Finland	$13.6M	-$17.2M	9	2.52%	Reduced
4529	SWP Stone Wealth Partners Lafayette, Louisiana	$13.6M	+$2.14M	9	9.93%	Increased
4530	RVM Robinson Value Management San Antonio, Texas	$13.6M	-$9.71M	3	7.27%	Reduced
4531	IDA Intelligence Driven Advisers Carlsbad, California	$13.6M	+$2.18M	11	2.2%	Increased
4532	EWM Endowment Wealth Management Appleton, Wisconsin	$13.6M	-$1.35M	7	5.25%	Reduced
4533	LCM LRT Capital Management Austin, Texas	$13.5M	+$6.2M	4	8.8%	Increased
4534	OA Oxbow Advisors Austin, Texas	$13.5M	+$1.22M	10	1.1%	Increased
4535	PWAM Pinnacle West Asset Management Casper, Wyoming	$13.5M	+$157K	8	9.35%	Increased
4536	CWM Chemistry Wealth Management New York	$13.5M	-$5.13M	10	2.16%	Reduced
4537	RMS Retirement Management Systems Leonardtown, Maryland	$13.5M	-$3.6M	3	2.76%	Reduced
4538	SSCM Spectrum Strategic Capital Management Corvallis, Oregon	$13.5M	+$630K	6	6.69%	Increased
4539	EF Exeter Financial Scottsdale, Arizona	$13.5M	-$1.25M	6	5.16%	Reduced
4540	MTC Matrix Trust Company Denver, Colorado	$13.5M	-$1.06M	7	1.96%	Reduced
4541	SCP Stevens Capital Partners Omaha, Nebraska	$13.5M	+$4.5M	11	2.56%	Increased
4542	RB Richmond Brothers Jackson, Michigan	$13.5M	+$12M	5	7%	New
4543	BWM Blossom Wealth Management San Ramon, Ca, California	$13.5M	-$444K	5	18.96%	Reduced
4544	CG Clarus Group Houston, Texas	$13.4M	+$66.7K	12	4.56%	Increased
4545	NLP Next Level Private Harrison, New York	$13.4M	-$777K	9	2.63%	Reduced
4546	NCTC New Covenant Trust Company Jeffersonville, Indiana	$13.4M	+$1.45M	13	10.12%	Increased
4547	ECA Elevated Capital Advisors Sandy, Utah	$13.4M	-$7.69M	28	3.69%	Reduced
4548	VIA Vickerman Investment Advisors Spokane, Washington	$13.4M	+$2.17M	4	2.61%	Increased
4549	NRI NFP Retirement Inc Aliso Viejo, California	$13.4M	+$1.88M	11	0.73%	Increased
4550	EPW Endeavor Private Wealth Topeka, Kansas	$13.4M	+$3.59M	13	3.25%	Increased