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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
5026	OWG Oxford Wealth Group Orlando, Florida	$8.94M	-$111K	9	4%	Reduced
5027	GCP Gill Capital Partners Denver, Colorado	$8.93M	+$271K	26	2.37%	Increased
5028	CAM Chesapeake Asset Management New York	$8.93M	-$985K	22	6.82%	Reduced
5029	CWM Cedar Wealth Management Walnut Creek, California	$8.93M	+$1.7M	7	2.3%	Increased
5030	CFP Curran Financial Partners Daniel Island, South Carolina	$8.92M	+$1.01M	8	1.33%	Increased
5031	DMC Drexel Morgan & Co Radnor, Pennsylvania	$8.92M	+$202K	4	1.24%	Increased
5032	API Asset Planning Inc Cypress, California	$8.91M	+$300K	19	5.77%	Increased
5033	AL Advaya LLP London, United Kingdom	$8.91M	+$5.6M	1	5.87%	New
5034	SMH Sanders Morris Harris Houston, Texas	$8.89M	-$78.5M	5	5.16%	Reduced
5035	APW Allied Private Wealth Boca Raton, Florida	$8.89M	+$8.54M	37	5.7%	New
5036	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$8.88M	+$940K	12	1.31%	Increased
5037	MWM MFG Wealth Management Indianapolis, Indiana	$8.87M	-$6.59M	4	6.35%	Reduced
5038	BCM Barden Capital Management Austin, Texas	$8.86M	-$5.73M	4	8.18%	Reduced
5039	CCWM Correct Capital Wealth Management Clayton, Missouri	$8.85M	-$1.81M	6	1.53%	Reduced
5040	MPW MA Private Wealth San Carlos, California	$8.85M	+$9.05K	4	1.32%	Increased
5041	KGP Keystone Global Partners Denver, Colorado	$8.82M	+$2.39M	4	3.34%	Increased
5042	EIP Essential Investment Partners Englewood, Colorado	$8.82M	-$1.08M	12	7.08%	Reduced
5043	TFO Tarbox Family Office Newport Beach, California	$8.81M	+$8.85M	3	1.26%	Increased
5044	MAM Montchanin Asset Management Montchanin, Delaware	$8.81M	-$193K	4	8.98%	Reduced
5045	ACM Aurdan Capital Management Wayne, Pennsylvania	$8.79M	-$283K	5	2.23%	Reduced
5046	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$8.78M	+$359K	8	2.26%	Increased
5047	CPL CAP Partners LLC Franklin, Tennessee	$8.78M	+$594K	5	4.29%	Increased
5048	VIP Viewpoint Investment Partners Calgary, Alberta, Canada	$8.77M	+$648K	5	3.03%	Increased
5049	BAM Bellevue Asset Management Bellevue, Washington	$8.76M	-$1.54M	23	4.04%	Reduced
5050	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$8.75M	+$924K	8	1.02%	Increased