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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
5251	PMFA Plante Moran Financial Advisors Southfield, Michigan	$7.25M	+$1.44M	66	0.34%	Increased
5252	SCV Sands Capital Ventures Arlington, Virginia	$7.25M	+$7.73M	1	1.18%	New
5253	DA Detalus Advisors St. Louis, Missouri	$7.24M	+$448K	10	1.41%	Increased
5254	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$7.24M	+$2.59M	10	3.4%	Increased
5255	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$7.22M	+$106K	20	2.25%	Increased
5256	FPAM Feynman Point Asset Management New York	$7.22M	+$5.39M	6	13.18%	New
5257	BS Biglari Sardar	$7.22M	$0	1	11.6%	Maintained
5258	WFS WealthGarden F.S. El Segundo, California	$7.21M	+$436K	7	4.09%	Increased
5259	OAJ Ogorek Anthony Joseph Williamsville, New York	$7.2M	-$327K	33	1.79%	Reduced
5260	AZ Alpha Zero Boca Raton, Florida	$7.2M	+$1.24M	8	2.73%	Increased
5261	FFP Freedom Financial Partners Oakdale, Minnesota	$7.2M	-$1.02M	4	2.34%	Reduced
5262	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$7.19M	+$2.7M	4	3.09%	Increased
5263	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$7.19M	+$539K	9	6.01%	Increased
5264	CP Castleview Partners Dallas, Texas	$7.19M	+$590K	10	3.16%	Increased
5265	BC Burnham & Co Grand Rapids, Michigan	$7.18M	+$7.15M	4	5.79%	New
5266	SPWM Straight Path Wealth Management Jenison, Michigan	$7.18M	+$135K	5	1.68%	Increased
5267	WCP Wealthcare Capital Partners West Chester, Pennsylvania	$7.15M	+$1.43M	8	2.96%	Increased
5268	CWM Coral Wealth Management Miami, Florida	$7.15M	+$5.67M	1	5.86%	New
5269	PAWC P.A.W. Capital Greenwich, Connecticut	$7.15M	-$376K	3	5.48%	Reduced
5270	ACG Aventail Capital Group New York	$7.14M	-$11.5M	1	0.41%	Reduced
5271	CS Crescent Sterling Metairie, Louisiana	$7.14M	+$236K	6	6.39%	Increased
5272	KPWG KFA Private Wealth Group Tysons, Virginia	$7.13M	-$579K	8	1.72%	Reduced
5273	MWM McNaughton Wealth Management San Diego, California	$7.12M	+$646K	4	2.53%	Increased
5274	RCI RS Crum Inc Newport Beach, California	$7.11M	+$460K	8	1.33%	Increased
5275	AR Altar Rock New York	$7.11M	-$1.42M	11	10.38%	Reduced