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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
4676	SRCM Signature Resources Capital Management Newport Beach, California	$12.1M	+$4.56M	30	4.75%	Increased
4677	FFC First Financial Corp Terre Haute, Indiana	$12M	-$73K	17	4.17%	Reduced
4678	HIF Hill Island Financial Grand Rapids, Michigan	$12M	+$812K	12	2.57%	Increased
4679	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$12M	-$1.03M	34	0.8%	Reduced
4680	S Sachetta Lynnfield, Massachusetts	$12M	+$6.01M	37	5.84%	Increased
4681	RWM Rialto Wealth Management Syracuse, New York	$12M	+$797K	83	2.38%	Increased
4682	F1I Fund 1 Investments Rincon, Puerto Rico	$12M	-$1.92M	1	1.99%	Reduced
4683	LIA LifePlan Investment Advisors Raleigh, North Carolina	$12M	+$290K	9	4.12%	Increased
4684	BHPW Box Hill Private Wealth Scottsdale, Arizona	$12M	+$1.62M	10	9.59%	Increased
4685	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$11.9M	-$916K	28	1.48%	Reduced
4686	MTIC Missouri Trust & Investment Company Springfield, Missouri	$11.9M	-$1.01M	7	3.23%	Reduced
4687	RA Rise Advisors Rochester, New York	$11.9M	+$745K	9	3.34%	Increased
4688	SPFA Summit Place Financial Advisors Summit, New Jersey	$11.9M	-$2.88M	5	5.2%	Reduced
4689	MWC MBM Wealth Consultants Chesterfield, Missouri	$11.9M	+$220K	5	2.29%	Increased
4690	BFA Bright Financial Advisors Portage, Michigan	$11.9M	+$248K	5	4.97%	Increased
4691	GGA Granite Group Advisors Stamford, Connecticut	$11.9M	-$2.84M	9	7.03%	Reduced
4692	JJ Johnson & Johnson New Brunswick, New Jersey	$11.8M	+$12.6M	1	1.48%	New
4693	Horizon Kinetics Asset Management New York	$11.8M	-$2.28M	8	0.13%	Reduced
4694	BLFG Brian Low Financial Group Baton Rouge, Louisiana	$11.8M	-$3.02M	8	6.88%	Reduced
4695	TIM Tevis Investment Management Plano, Texas	$11.8M	+$826K	6	6.45%	Increased
4696	PBF Petix & Botte Financial La Mesa, California	$11.8M	+$5.78M	11	2.37%	Increased
4697	DI DUMAC Inc Durham, North Carolina	$11.8M	+$12.1M	1	1.07%	New
4698	WAM WealthTrust Asset Management Destin, Florida	$11.8M	+$2.84M	8	6.37%	Increased
4699	PFS Prospect Financial Services Melville, New York	$11.8M	+$916K	8	5.96%	Increased
4700	II Impact Investors San Francisco, California	$11.8M	-$1.48M	11	8.6%	Reduced