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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
4576	KCM Kids Capital Management Los Angeles, California	$13.1M	+$10M	2	10.26%	New
4577	EA Enclave Advisors Austin, Texas	$13.1M	+$85.2K	4	1.65%	Increased
4578	AAM Arohi Asset Management Singapore	$13M	+$11.5M	3	4.77%	New
4579	VW Vance Wealth Santa Clarita, California	$13M	+$2.4M	8	2.93%	Increased
4580	PFA Peak Financial Advisors Denver, Colorado	$13M	-$351K	6	5.38%	Reduced
4581	SPI Sutton Place Investors Katonah, New York	$13M	+$1.24M	14	6.29%	Increased
4582	WAM WNY Asset Management Williamsville, New York	$13M	+$900K	14	1.16%	Increased
4583	VAM Virtue Asset Management Barrington, Illinois	$13M	+$752K	7	9.12%	Increased
4584	UAM Unison Asset Management North Miami Beach, Florida	$13M	+$308K	1	5.27%	Increased
4585	SI Sprott Inc Toronto, Ontario, Canada	$13M	-$15.3M	6	0.41%	Reduced
4586	HP Hartree Partners New York	$13M	+$3.84M	9	2.76%	Increased
4587	DRS Deane Retirement Strategies New Orleans, Louisiana	$13M	-$4.72M	3	5.48%	Reduced
4588	MWA Motive Wealth Advisors Birmingham, Michigan	$13M	+$982K	11	5.33%	Increased
4589	NA Nautilus Advisors La Jolla, California	$12.9M	+$530K	11	7.63%	Increased
4590	6F 626 Financial Portage, Michigan	$12.9M	+$1.51M	8	5.04%	Increased
4591	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$12.9M	-$74.7K	2	5.51%	Reduced
4592	FFO Fortitude Family Office Scottsdale, Arizona	$12.9M	+$531K	80	2.5%	Increased
4593	GWSA Global Wealth Strategies & Associates Denver, Colorado	$12.9M	+$876K	9	2.45%	Increased
4594	SG Sharper & Granite El Segundo, California	$12.9M	-$943K	4	4%	Reduced
4595	SF Sun Financial Midvale, Utah	$12.9M	-$1.7M	10	6.08%	Reduced
4596	SFPG Stonebridge Financial Planning Group Orlando, Florida	$12.9M	-$87.8K	5	4.1%	Reduced
4597	LHWM Lake Hills Wealth Management Austin, Texas	$12.9M	-$7.97M	4	5.85%	Reduced
4598	CPG Cornerstone Planning Group Fairfield, New Jersey	$12.9M	+$203K	69	1.62%	Increased
4599	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$12.9M	-$321K	10	3.19%	Reduced
4600	MWM MOR Wealth Management Philadelphia, Pennsylvania	$12.9M	+$1.25M	13	5.12%	Increased