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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
4701	DWM Defined Wealth Management Beaverton, Oregon	$11.8M	+$601K	12	6.05%	Increased
4702	MSRI Michael S. Ryan Inc Latham, New York	$11.7M	+$517K	8	5.86%	Increased
4703	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$11.7M	+$1.83M	13	1%	Increased
4704	CWM Challenger Wealth Management Aliso Viejo, California	$11.7M	-$17.9K	6	8.62%	Reduced
4705	MWM Mosley Wealth Management Anaheim, California	$11.7M	-$4.96M	33	3.72%	Reduced
4706	CAM CenterStar Asset Management Chicago, Illinois	$11.7M	-$12.2M	6	1.99%	Reduced
4707	TLCM Twin Lakes Capital Management Redwood Shores, California	$11.7M	-$147K	5	4.47%	Reduced
4708	WCM Winthrop Capital Management Carmel, Indiana	$11.7M	-$638K	12	2.83%	Reduced
4709	RW Rede Wealth Charlottesville, Virginia	$11.7M	+$314K	7	3.87%	Increased
4710	RCS R2 Capital Strategies Lincoln, Nebraska	$11.7M	+$11.5M	7	5.3%	New
4711	GCL Gouws Capital LLC Charlotte, North Carolina	$11.6M	+$482K	3	5.42%	Increased
4712	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$11.6M	+$407K	11	4.8%	Increased
4713	PCMM Piedmont Capital Management (Montana) Whitefish, Montana	$11.6M	+$9.78M	3	5.88%	Increased
4714	RC Roubaix Capital Denver, Colorado	$11.6M	-$13.6M	3	4.17%	Reduced
4715	GW Griffith & Werner Canton, Georgia	$11.6M	+$625K	6	5.44%	Increased
4716	LSWP Liberty Square Wealth Partners Bethlehem, Pennsylvania	$11.6M	-$663K	9	2.77%	Reduced
4717	SHFG S Harris Financial Group San Antonio, Texas	$11.6M	+$658K	15	9%	Increased
4718	MSA Marino Stram & Associates Braintree, Massachusetts	$11.6M	-$175K	10	1.85%	Reduced
4719	SF Seek First Campbell, California	$11.6M	+$270K	8	7.32%	Increased
4720	VCM Viewpoint Capital Management Seattle, Washington	$11.6M	-$1.77M	4	5.89%	Reduced
4721	GCA Gallagher Capital Advisors Argyle, Texas	$11.6M	-$31.4K	4	6.61%	Reduced
4722	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$11.6M	+$815K	10	1.02%	Increased
4723	AA Aire Advisors Beverly Hills, California	$11.5M	-$438K	5	1.88%	Reduced
4724	DWM DecisionMap Wealth Management Great Falls, Virginia	$11.5M	+$2.48M	13	6.44%	Increased
4725	BOM Bank of Marin Novato, California	$11.5M	-$859K	8	8.02%	Reduced