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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
5126	AWM Able Wealth Management Toms River, New Jersey	$8.19M	+$2.31M	10	1.88%	Increased
5127	PAG Paladin Advisory Group Clive, Iowa	$8.19M	$0	6	5.44%	Maintained
5128	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$8.18M	+$7.4M	9	2.15%	Increased
5129	ST Sentinel Trust Houston, Texas	$8.16M	-$69K	3	0.72%	Reduced
5130	CCM Chiron Capital Management Tallahassee, Florida	$8.16M	-$960K	7	7.32%	Reduced
5131	BHWM Beaird Harris Wealth Management Dallas, Texas	$8.16M	+$103K	31	0.51%	Increased
5132	CAIM Catherine Avery Investment Management Longboat Key, Florida	$8.15M	-$8.43M	6	3.56%	Reduced
5133	IRC Investors Research Corp Atlanta, Georgia	$8.15M	-$3.42M	23	1.46%	Reduced
5134	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$8.15M	+$367K	5	2.34%	Increased
5135	FF Farnam Financial Phoenix, Arizona	$8.12M	-$1.26M	3	5.92%	Reduced
5136	WA Winter & Associates St. Paul, Minnesota	$8.12M	+$924K	10	6.1%	Increased
5137	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$8.12M	+$233K	11	2%	Increased
5138	VC VarCov Co Darien, Connecticut	$8.11M	+$1.45M	15	3.08%	Increased
5139	CA Chatterton & Associates Anaheim, California	$8.11M	+$622K	7	4.77%	Increased
5140	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$8.1M	+$32.8K	3	4.04%	Increased
5141	MFG Mosaic Financial Group Chicago, Illinois	$8.08M	+$441K	8	5.17%	Increased
5142	IPW Intergy Private Wealth Colorado Springs, Colorado	$8.07M	+$1.84M	12	1.86%	Increased
5143	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$8.07M	+$552K	6	2.82%	Increased
5144	MPIA Milestones Private Investment Advisors Fairport, New York	$8.07M	-$3.81M	4	6.42%	Reduced
5145	SHFA SC&H Financial Advisors Sparks, Maryland	$8.06M	-$310K	5	1.07%	Reduced
5146	AWM Avondale Wealth Management West Lake Hills, Texas	$8.06M	-$8.04M	3	3.29%	Reduced
5147	EWM Evergreen Wealth Management Williamston, Michigan	$8.06M	-$485K	2	3.78%	Reduced
5148	BWS Buck Wealth Strategies Denver, Colorado	$8.06M	+$2.18M	38	0.84%	Increased
5149	IAS Investment Advisory Services The Woodlands, Texas	$8.05M	+$489K	11	2.32%	Increased
5150	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$8.03M	+$882K	15	3.28%	Increased