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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
5076	SA SPWM Advisors Traverse City, Michigan	$8.56M	-$2.07M	7	7.91%	Reduced
5077	LCG Lakeshore Capital Group Rolling Meadows, Illinois	$8.55M	+$2.38M	4	6.33%	Increased
5078	FA Fiducient Advisors Chicago, Illinois	$8.53M	-$1.91M	7	1.22%	Reduced
5079	LP LB Partners Charlottesville, Virginia	$8.53M	+$1.91M	2	5.81%	Increased
5080	FGC First Growth Capital Pikesville, Maryland	$8.53M	-$1.43M	12	6.46%	Reduced
5081	NWM Nova Wealth Management Bonita Springs, Florida	$8.52M	-$44.2K	31	4.7%	Reduced
5082	HIG Heritage Investment Group Pompano Beach, Florida	$8.52M	+$825K	9	1.14%	Increased
5083	CPW Cogent Private Wealth Orlando, Florida	$8.52M	+$2.01M	10	5.32%	Increased
5084	FL FreeGulliver LLC New Orleans, Louisiana	$8.51M	-$492K	11	3%	Reduced
5085	LMFP Larry Mathis Financial Planning Phoenix, Arizona	$8.51M	+$71.4K	10	6.48%	Increased
5086	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$8.51M	+$207K	7	3.46%	Increased
5087	AIA Armor Investment Advisors Raleigh, North Carolina	$8.5M	-$120K	3	2.73%	Reduced
5088	TWM TSA Wealth Management Houston, Texas	$8.49M	+$2.94M	13	2.4%	Increased
5089	D Drystone Ivy, Virginia	$8.48M	-$973K	1	6.97%	Reduced
5090	EFG Elevated Financial Group Indianapolis, Indiana	$8.47M	+$2.01M	9	2.32%	Increased
5091	TF Theory Financial Fort Collins, Colorado	$8.45M	-$526K	3	2.66%	Reduced
5092	SIM Studio Investment Management Chicago, Illinois	$8.44M	-$549K	6	1.43%	Reduced
5093	WAG Windsor Advisory Group Columbus, Ohio	$8.43M	+$6.01M	3	6.12%	Increased
5094	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$8.43M	-$673K	26	1.28%	Reduced
5095	CCM CoreView Capital Management Hong Kong	$8.42M	+$8.52M	1	1.54%	New
5096	DM Delphi Management Brookline, Massachusetts	$8.41M	-$1.33M	5	8.22%	Reduced
5097	JBA Johnson Bixby & Associates Vancouver, Washington	$8.41M	-$1.67M	5	0.94%	Reduced
5098	RS Retirement Solution Redmond, Washington	$8.4M	+$1.65M	6	1.64%	Increased
5099	PCP Panoramic Capital Partners Lake Oswego, Oregon	$8.4M	-$1.37M	9	3.97%	Reduced
5100	CCM Ciovacco Capital Management Atlanta, Georgia	$8.39M	+$854K	4	3.73%	Increased