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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
4726	BIA Bell Investment Advisors Oakland, California	$11.5M	+$103K	77	1.69%	Increased
4727	ODIJL One Day In July LLC Burlington, Vermont	$11.5M	+$1.97M	9	0.8%	Increased
4728	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$11.5M	+$488K	8	2.17%	Increased
4729	PCM Permanent Capital Management Chicago, Illinois	$11.5M	+$1.99M	12	1.54%	Increased
4730	HFS Hoge Financial Services Canonsburg, Pennsylvania	$11.5M	+$1.59M	10	5.49%	Increased
4731	VPF Vantage Point Financial Lisle, Illinois	$11.5M	+$1.74M	11	3.5%	Increased
4732	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$11.5M	+$1.25M	11	2.12%	Increased
4733	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$11.5M	+$2.62M	13	0.84%	Increased
4734	BCP Bayberry Capital Partners New York	$11.5M	+$9.74M	1	3.95%	New
4735	AIM Athena Investment Management Orinda, California	$11.5M	-$3.12M	7	6.79%	Reduced
4736	AI AdvisorShares Investments Bethesda, Maryland	$11.4M	+$2.15M	11	1.38%	Increased
4737	AMIM Aull & Monroe Investment Management Mobile, Alabama	$11.4M	+$487K	7	4.78%	Increased
4738	MCM Morton Capital Management Calabasas, California	$11.4M	+$2.86M	12	1.56%	Increased
4739	AWA Ark Wealth Advisors Yorba Linda, California	$11.4M	+$1.87M	8	10.12%	Increased
4740	LAM LECAP Asset Management London, United Kingdom	$11.4M	-$5.91M	12	4.89%	Reduced
4741	BWA BlueSky Wealth Advisors New Bern, North Carolina	$11.4M	-$7.06M	10	1.32%	Reduced
4742	Axa Paris, France	$11.4M	-$20.3M	10	12.38%	Reduced
4743	BWM BCS Wealth Management Johnson City, Tennessee	$11.4M	+$2.69M	12	2.05%	Increased
4744	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$11.4M	-$1.6M	4	11.93%	Reduced
4745	PIP Philadelphia Investment Partners Voorhees, New Jersey	$11.4M	+$32.4K	9	7.08%	Increased
4746	PFM Phillips Financial Management Fort Wayne, Indiana	$11.4M	+$1.42M	14	0.83%	Increased
4747	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$11.3M	-$1.97M	11	1.97%	Reduced
4748	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$11.3M	+$400K	14	10.25%	Increased
4749	ACM Aspen Capital Management Boise, Idaho	$11.3M	+$3.78M	5	2.5%	Increased
4750	LIM Longfellow Investment Management Boston, Massachusetts	$11.3M	-$7.59M	6	2.31%	Reduced