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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
5301	AI ArchPoint Investors Coral Gables, Florida	$6.97M	+$411	2	1.47%	Increased
5302	GRA Golden Road Advisors Tampa, Florida	$6.96M	+$1.46M	8	3.38%	Increased
5303	SWM SFG Wealth Management Towson, Maryland	$6.96M	-$75.2K	4	2.5%	Reduced
5304	SM Sweeney & Michel Chico, California	$6.95M	-$1.54M	10	1.83%	Reduced
5305	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$6.94M	+$341K	7	3.1%	Increased
5306	AA ACT Advisors Asheville, North Carolina	$6.93M	+$1.89M	8	2.31%	Increased
5307	PWM Pinnacle Wealth Management Roseville, California	$6.92M	+$2.83M	3	4.29%	Increased
5308	BDF Black Diamond Financial Towson, Maryland	$6.92M	+$616K	9	0.61%	Increased
5309	TFG Taylor Financial Group Roanoke, Virginia	$6.91M	-$57.1K	8	3.8%	Reduced
5310	BI BFI Infinity Zurich, Switzerland	$6.91M	+$1.62M	6	2.05%	Increased
5311	BWG Berry Wealth Group Granbury, Texas	$6.9M	+$738K	6	22.18%	Increased
5312	DHC Drum Hill Capital Westport, Connecticut	$6.9M	+$204K	5	7.04%	Increased
5313	SC Schulhoff & Co Cincinnati, Ohio	$6.89M	-$5.14K	5	2.77%	Reduced
5314	BPWM BCS Private Wealth Management Rumson, New Jersey	$6.88M	-$876K	6	2.07%	Reduced
5315	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$6.88M	+$296K	9	1.84%	Increased
5316	FB First Bancorp Damariscotta, Maine	$6.88M	+$1.38M	20	2.71%	Increased
5317	DWS Discipline Wealth Solutions Greenville, South Carolina	$6.88M	+$983K	9	0.6%	Increased
5318	ASC Ares Systematic Credit London,	$6.86M	+$2.68M	14	4.17%	Increased
5319	SIA Spectrum Investment Advisors Mequon, Wisconsin	$6.85M	+$3.21M	7	2.8%	Increased
5320	NFG Norris Financial Group Greenville, South Carolina	$6.85M	-$2.32M	5	2.73%	Reduced
5321	CCA Carrera Capital Advisors Troy, Michigan	$6.85M	+$2.01M	11	1.01%	Increased
5322	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$6.84M	+$542K	8	0.87%	Increased
5323	SCA Sander Capital Advisors Seattle, Washington	$6.83M	+$4.38M	2	3.62%	Increased
5324	LWM LongView Wealth Management Atlanta, Georgia	$6.83M	-$470K	8	1.75%	Reduced
5325	WCM Winebrenner Capital Management Louisville, Kentucky	$6.81M	+$87K	4	4.15%	Increased