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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
5151	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$8.02M	+$630K	13	0.75%	Increased
5152	CSI Cross Staff Investments Pittsford, New York	$8.02M	+$219K	7	4.51%	Increased
5153	FIC Family Investment Center Saint Joseph, Missouri	$8.01M	+$4.98M	10	1.33%	Increased
5154	ACP Argyle Capital Partners Los Angeles, California	$8M	+$1.16M	9	5.04%	Increased
5155	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$8M	+$2.58M	9	1.14%	Increased
5156	SAM Soviero Asset Management New York	$7.98M	-$3.34M	2	3.36%	Reduced
5157	NLWP Next Level Wealth Planning Meridian, Idaho	$7.97M	-$767K	4	3.51%	Reduced
5158	WFG Wills Financial Group Richmond, Virginia	$7.96M	-$29.3K	3	2.9%	Reduced
5159	WCM Washington Capital Management Seattle, Washington	$7.95M	-$2.92M	7	5.25%	Reduced
5160	TWD True Wealth Design Akron, Ohio	$7.95M	-$26.4K	81	1.89%	Reduced
5161	TC Tejara Capital London, United Kingdom	$7.95M	+$5.41M	5	3.27%	New
5162	EWA Emergent Wealth Advisors Williamsville, New York	$7.94M	-$277K	7	4.13%	Reduced
5163	PWM Paulson Wealth Management Wheaton, Illinois	$7.94M	+$581K	11	1.68%	Increased
5164	BCM Beartown Capital Management Huntington Woods, Michigan	$7.93M	+$7.18M	1	3.49%	New
5165	BCP Balance Capital Partners New York	$7.93M	+$6.27M	2	5.7%	New
5166	TCM Tieton Capital Management Yakima, Washington	$7.93M	-$7.25M	1	2.28%	Reduced
5167	DWA Delos Wealth Advisors Dallas, Texas	$7.93M	+$323K	11	4.07%	Increased
5168	RR Robotti Robert	$7.93M	-$8.87M	2	1.28%	Reduced
5169	HA Hofer & Associates Thousand Oaks, California	$7.92M	+$331K	4	3.83%	Increased
5170	SFG Southern Financial Group Birmingham, Alabama	$7.92M	-$292K	8	2.02%	Reduced
5171	SWMP Signature Wealth Management Partners Montvale, New Jersey	$7.91M	+$894K	9	3.69%	Increased
5172	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$7.9M	+$1.5M	6	0.26%	Increased
5173	CIM Corbyn Investment Management Lutherville, Maryland	$7.9M	+$752K	3	2.28%	Increased
5174	TBWA Three Bridge Wealth Advisors Los Altos, California	$7.89M	+$83.3K	2	1.98%	Increased
5175	BFG Birch Financial Group Keene, New Hampshire	$7.89M	+$672K	10	4.06%	Increased