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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
4901	CCAL City Center Advisors LLC Troy, Michigan	$10M	+$448K	12	8.1%	Increased
4902	VFO Virtus Family Office El Paso, Texas	$10M	+$129K	3	7.91%	Increased
4903	LD Lipe & Dalton Syracuse, New York	$9.99M	-$3.47M	6	4.65%	Reduced
4904	BC BDFS Capital Rehoboth Beach, Delaware	$9.99M	+$3.13M	9	4.34%	Increased
4905	MWM Maripau Wealth Management Fort Wayne, Indiana	$9.99M	+$1.41M	9	3.56%	Increased
4906	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$9.98M	-$651K	9	3.37%	Reduced
4907	FSCM First Sabrepoint Capital Management Dallas, Texas	$9.98M	-$19.2M	1	3.28%	Reduced
4908	FWM Forza Wealth Management Sarasota, Florida	$9.98M	-$829K	9	3.06%	Reduced
4909	ML Mayport LLC Newton, Massachusetts	$9.97M	+$2.34M	10	1.55%	Increased
4910	TAP Tounjian Advisory Partners Fort Myers, Florida	$9.97M	-$29.7M	26	4.26%	Reduced
4911	WA Waystone Advisors Redmond, Washington	$9.97M	+$1.93M	11	7.43%	Increased
4912	QAM Q3 Asset Management Birmingham, Michigan	$9.96M	-$5.28M	5	1.82%	Reduced
4913	HDA Harold Davidson & Associates Los Angeles, California	$9.95M	+$723K	2	4.32%	Increased
4914	FTB First Trust Bank Nassau, Bahamas	$9.94M	+$5.61M	2	19.95%	Increased
4915	FA FSA Advisors Troy, Michigan	$9.93M	+$1.46M	10	4.55%	Increased
4916	AGA Arch Global Advisors New York	$9.93M	+$893K	9	4.39%	Increased
4917	MPPHD Maloon Powers Pitre Higgins & Dennehy San Ramon, California	$9.91M	+$8.6M	10	3.41%	New
4918	LWMNY Landmark Wealth Management (New York) Melville, New York	$9.9M	-$205K	6	2.37%	Reduced
4919	BCM Birch Capital Management Dallas, Texas	$9.86M	-$398K	2	4.82%	Reduced
4920	SWM Steinberganna Wealth Management Huntington, New York	$9.86M	-$549K	8	4.01%	Reduced
4921	DCM Dorato Capital Management Denver, Colorado	$9.84M	-$942K	12	6.68%	Reduced
4922	DCM Dean Capital Management Overland Park, Kansas	$9.84M	-$9.45M	5	3.56%	Reduced
4923	DI Disciplined Investors Waco, Texas	$9.83M	+$2.62M	9	4.92%	Increased
4924	KWM Kassira Wealth Management Knoxville, Tennessee	$9.83M	-$222K	3	7.88%	Reduced
4925	LGG Luts & Greenleigh Group Bethesda, Maryland	$9.81M	+$1.8M	11	7.42%	Increased