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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
5201	SWM Selective Wealth Management Forest, Virginia	$7.64M	-$2.34M	8	2%	Reduced
5202	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$7.61M	+$1.78M	10	1.85%	Increased
5203	SWR Spahn Wealth & Retirement Scottsdale, Arizona	$7.59M	-$843K	1	4.89%	Reduced
5204	SCM Spreng Capital Management Bucyrus, Ohio	$7.58M	-$35.2K	3	2.76%	Reduced
5205	FCM FourWorld Capital Management New York	$7.57M	-$276K	1	6.89%	Reduced
5206	MFG Mainsail Financial Group Bellevue, Washington	$7.55M	-$1.15M	2	2.57%	Reduced
5207	AF Aldebaran Financial	$7.52M	+$87.4K	4	6.11%	Increased
5208	CWM Castle Wealth Management West Palm Beach, Florida	$7.52M	+$568K	7	2.23%	Increased
5209	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$7.51M	+$311K	10	1.64%	Increased
5210	CIA Cohen Investment Advisors Bedford, New Hampshire	$7.51M	+$368K	4	3.37%	Increased
5211	BMA Brooks Moore & Associates Chattanooga, Tennessee	$7.51M	-$723K	8	3.37%	Reduced
5212	MA MBA Advisors Hermitage, Pennsylvania	$7.51M	+$668K	8	2.53%	Increased
5213	GEH General Equity Holdings Brooklyn, New York	$7.5M	+$7.71M	1	4.48%	New
5214	PCM Payne Capital Management New York	$7.49M	+$815K	8	2%	Increased
5215	LL LPWM LLC Minneapolis, Minnesota	$7.49M	+$386K	5	1.66%	Increased
5216	SO Sierra Ocean Ripon, California	$7.49M	+$1.61M	9	5.18%	Increased
5217	UIM Unified Investment Management Atlanta, Georgia	$7.49M	-$270K	5	6.9%	Reduced
5218	CSC Caldwell Sutter Capital Sausalito, California	$7.47M	-$308K	33	2.82%	Reduced
5219	GIA Gem Investment Advisors Teaneck, New Jersey	$7.47M	$0	1	4.58%	Maintained
5220	EGI EAM Global Investors Solana Beach, California	$7.47M	-$2.13M	2	21.43%	Reduced
5221	HSA Hussman Strategic Advisors Ellicott City, Maryland	$7.46M	-$2.31M	4	1.72%	Reduced
5222	MDA Minot DeBlois Advisors Boston, Massachusetts	$7.46M	+$43.4K	10	6.41%	Increased
5223	MP Mangrove Partners Greenwich, Connecticut	$7.46M	-$2.55M	8	0.49%	Reduced
5224	WCM Warburton Capital Management Tulsa, Oklahoma	$7.45M	+$1.07M	10	3.03%	Increased
5225	LWM Langley Wealth Management Corinth, Mississippi	$7.45M	+$6.75M	9	7.27%	New