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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
4551	CAG Carroll Advisory Group Texarkana, Texas	$13.4M	+$274K	2	4.39%	Increased
4552	CIA Cascade Investment Advisors Oregon City, Oregon	$13.4M	-$763K	6	7.3%	Reduced
4553	PGFG Pine Grove Financial Group Woodbury, Minnesota	$13.3M	+$2.17M	10	1.35%	Increased
4554	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$13.3M	-$341K	8	8.09%	Reduced
4555	BFA Brendel Financial Advisors Hanover, New Hampshire	$13.3M	-$131K	7	6.16%	Reduced
4556	RL Rogco LP Claremore, Oklahoma	$13.3M	+$606K	15	4.07%	Increased
4557	LWP LeClair Wealth Partners Dublin, Ohio	$13.3M	+$10.4M	15	6.88%	Increased
4558	TT TI-Trust Quincy, Illinois	$13.3M	+$24.7K	6	7.14%	Increased
4559	LWM Lakeridge Wealth Management Mentor, Ohio	$13.3M	+$2.75M	10	4.87%	Increased
4560	RPC Royal Palms Capital Whitefish, Montana	$13.2M	-$13M	3	11.63%	Reduced
4561	BLAM Bourne Lent Asset Management Pawling, New York	$13.2M	-$320K	5	4.57%	Reduced
4562	BRPW Ballast Rock Private Wealth Charleston, South Carolina	$13.2M	-$151K	6	6.09%	Reduced
4563	BEC Blue Edge Capital Richmond, Virginia	$13.2M	-$2.78M	7	1.58%	Reduced
4564	LAM Lifestyle Asset Management Friendswood, Texas	$13.2M	-$435K	9	3.54%	Reduced
4565	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$13.2M	-$20.6K	17	5.63%	Reduced
4566	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$13.2M	+$1.49M	17	4.92%	Increased
4567	AWA Aletheian Wealth Advisors Bellevue, Washington	$13.2M	+$1.78M	14	5.62%	Increased
4568	LIA LBMC Investment Advisors Brentwood, Tennessee	$13.1M	-$2.18M	14	0.71%	Reduced
4569	VU Vanderbilt University Nashville, Tennessee	$13.1M	+$13.6M	2	1.8%	New
4570	CMANY Capital Management Associates (New York) New York	$13.1M	+$1.64M	7	16.9%	Increased
4571	PA PFW Advisors Atlanta, Georgia	$13.1M	+$135K	12	3.83%	Increased
4572	TPW Turn8 Private Wealth Pointe Claire,	$13.1M	-$1.28M	2	8.73%	Reduced
4573	PWM Prentice Wealth Management Rochester, New York	$13.1M	+$454K	14	2.7%	Increased
4574	IIM InTrack Investment Management South Burlington, Vermont	$13.1M	+$81.7K	6	6.49%	Increased
4575	SCM Shaolin Capital Management Miami, Florida	$13.1M	-$31.5M	1	0.62%	Reduced