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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
5001	EB Exchange Bank Santa Rosa, California	$9.12M	+$974K	12	5.67%	Increased
5002	MWA Muirfield Wealth Advisors Charlotte, North Carolina	$9.11M	+$430K	7	5.95%	Increased
5003	NERM New England Research & Management Chicago, Illinois	$9.1M	+$880K	9	3.54%	Increased
5004	FI Financial Insights Tacoma, Washington	$9.1M	+$1.16M	10	2.39%	Increased
5005	GBFG Gerald Baker Financial Group Arlington, Texas	$9.07M	+$788K	5	2.58%	Increased
5006	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$9.06M	+$211K	4	2.57%	Increased
5007	BI Bolthouse Investments Bakersfield, California	$9.05M	+$1.34M	9	7.34%	Increased
5008	F4L Fortune 45 LLC Gonzales, Louisiana	$9.05M	+$691K	6	3.87%	Increased
5009	GWM Gilpin Wealth Management Denver, Colorado	$9.04M	-$239K	44	6.25%	Reduced
5010	RCS Retirement Capital Strategies San Jose, California	$9.04M	-$479K	3	3.14%	Reduced
5011	DA Drake & Associates Waukesha, Wisconsin	$9.03M	+$1.02M	10	1.52%	Increased
5012	ICM Intrepid Capital Management Jacksonville Beach, Florida	$9.03M	-$440K	2	3.2%	Reduced
5013	CWA Clarus Wealth Advisors Peoria, Arizona	$9.02M	-$1.86M	7	3.48%	Reduced
5014	PPC Pennington Partners & Co Bethesda, Maryland	$9M	+$2.24M	10	2.88%	Increased
5015	FC Financial Council Towson, Maryland	$9M	+$702K	9	2.92%	Increased
5016	ECM EMC Capital Management Houston, Texas	$8.99M	+$8.7M	5	3.55%	New
5017	LWA LifeGoal Wealth Advisors Saratoga Springs, New York	$8.99M	+$3.03M	12	4.11%	Increased
5018	CC Carlson Capital Dallas, Texas	$8.98M	+$8.62M	2	1.82%	Increased
5019	HPM Hudson Portfolio Management Garrison, New York	$8.97M	-$563K	3	6.79%	Reduced
5020	CWM Cahaba Wealth Management Atlanta, Georgia	$8.97M	+$1.12M	8	0.54%	Increased
5021	CIEC Crédit Industriel et Commercial Paris France, France	$8.96M	-$15.5M	12	0.58%	Reduced
5022	NPFS Novak & Powell Financial Services St. Petersburg, Florida	$8.96M	+$14.9K	10	4.23%	Increased
5023	CIG Cascade Investment Group Colorado Springs, Colorado	$8.96M	-$40.6K	8	5.03%	Reduced
5024	GP Greenline Partners New York	$8.95M	-$1.54M	3	0.91%	Reduced
5025	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$8.95M	-$1.59M	7	1.7%	Reduced