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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
4976	APW Aurora Private Wealth Rockaway, New Jersey	$9.3M	+$938K	10	5.9%	Increased
4977	SIM SWP Investment Management Independence, Ohio	$9.3M	-$5.37M	2	6.42%	Reduced
4978	BAM Bastion Asset Management Montreal, Canada	$9.3M	+$9.06M	1	3.15%	Increased
4979	MCI MRP Capital Investments Alpharetta, Georgia	$9.29M	+$178K	12	6.85%	Increased
4980	RAS RPS Advisory Solutions Louisville, Kentucky	$9.28M	-$1.51M	7	6.14%	Reduced
4981	MAMG Milestone Asset Management Group Avon, Connecticut	$9.27M	+$570K	9	4.67%	Increased
4982	HI Humankind Investments New York	$9.27M	+$595K	5	4.43%	Increased
4983	OAM Oxford Asset Management Oxford, United Kingdom	$9.24M	-$563K	17	4.54%	Reduced
4984	EW Expressive Wealth Chicago, Illinois	$9.23M	+$599K	8	8.72%	Increased
4985	MPCG Matrix Private Capital Group New York	$9.23M	+$487K	9	4.02%	Increased
4986	TWA Talisman Wealth Advisors Mountainside, New Jersey	$9.22M	+$2.33M	11	6.86%	Increased
4987	TIC TriCert Investment Counsel Waterloo,	$9.22M	+$9.18M	2	0.86%	New
4988	DTC Davidson Trust Company Seattle, Washington	$9.21M	+$1.32M	9	3.59%	Increased
4989	FCU Financial Concepts Unlimited Centreville, Maine	$9.2M	-$1.14M	1	7.21%	Reduced
4990	BPW BLVD Private Wealth Prospect, Kentucky	$9.19M	-$796K	6	6.83%	Reduced
4991	BFT Bitwise Funds Trust San Francisco, California	$9.19M	+$8.43M	2	2.03%	New
4992	DIP Davis Investment Partners Charlotte, North Carolina	$9.19M	-$1.21M	12	2.8%	Reduced
4993	CA Centerpoint Advisors Needham, Massachusetts	$9.19M	-$1.17M	26	2.61%	Reduced
4994	SIM Synergy Investment Management Altamonte Springs, Florida	$9.18M	+$3.59M	40	2.22%	Increased
4995	OBGC O'Brien Greene & Co Media, Pennsylvania	$9.18M	+$878K	7	2.53%	Increased
4996	AFC Ares Financial Consulting Calabasas, California	$9.17M	+$249K	38	6.58%	Increased
4997	OAS Optivise Advisory Services Franklin, Tennessee	$9.15M	+$1.85M	14	4.64%	Increased
4998	BGGS Boussard & Gavaudan Gestion SAS Paris, France	$9.14M	+$8.35M	1	0.46%	New
4999	WWC Waypoint Wealth Counsel Atlanta, Georgia	$9.13M	-$6.94M	12	5.71%	Reduced
5000	NFC Northstar Financial Companies Conshohocken, Pennsylvania	$9.13M	+$48.3K	7	6.15%	Increased