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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
4651	RE Rydar Equities Weatherford, Texas	$12.3M	+$3.32M	9	6.93%	Increased
4652	BC Broadwater Capital Boston, Massachusetts	$12.3M	-$93K	10	8.92%	Reduced
4653	TF TLWM Financial San Antonio, Texas	$12.3M	+$2.07M	7	2%	Increased
4654	RW RVW Wealth Los Angeles, California	$12.3M	+$930K	8	0.81%	Increased
4655	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$12.3M	+$760K	9	2.47%	Increased
4656	IAM Infusive Asset Management New York	$12.2M	+$7.21M	1	5.57%	Increased
4657	MM Mozayyx Management Austin, Texas	$12.2M	+$8.69M	5	11.78%	New
4658	TWM Topsail Wealth Management Charlotte, North Carolina	$12.2M	+$749K	15	1.56%	Increased
4659	PIA Powell Investment Advisors Miami, Florida	$12.2M	-$107K	8	3.86%	Reduced
4660	CFG CKW Financial Group Honolulu, Hawaii	$12.2M	-$1.11M	21	1.2%	Reduced
4661	CMP Coston McIsaac & Partners Bar Harbor, Maine	$12.2M	+$129K	24	2.46%	Increased
4662	FG Foresight Group London, United Kingdom	$12.2M	-$13.8M	1	2.2%	Reduced
4663	PP PFS Partners Mine Hill, New Jersey	$12.2M	-$2.13M	23	4.94%	Reduced
4664	BNMT Bawa N Mallick Trust Forest Hills, New York	$12.2M	+$1.19M	10	3.94%	Increased
4665	AGC August Group Capital Toronto,	$12.2M	+$590K	11	13.36%	Increased
4666	DC Defender Capital Charlotte, North Carolina	$12.1M	-$19.3M	5	3.94%	Reduced
4667	CPM Crescent Park Management East Palo Alto, California	$12.1M	-$2.38M	3	30%	Reduced
4668	EM ELCO Management New York	$12.1M	+$1.31M	8	5.23%	Increased
4669	CNWM Clay Northam Wealth Management Huntington Beach, California	$12.1M	+$354K	6	5.96%	Increased
4670	DAM Delta Asset Management Memphis, Tennessee	$12.1M	-$9.49M	21	1.05%	Reduced
4671	FCM Family Capital Management Grand Rapids, Michigan	$12.1M	+$1.18M	11	4.69%	Increased
4672	SJL Shayne & Jacobs LLC Nashville, Tennessee	$12.1M	-$2.31M	2	3.59%	Reduced
4673	DIM DLK Investment Management Solana Beach, California	$12.1M	-$8.85M	5	5.15%	Reduced
4674	RA Resolute Advisors San Francisco, California	$12.1M	+$3.43M	6	2.9%	Increased
4675	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$12.1M	-$1.61M	5	11.89%	Reduced