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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
5351	T TrustBank Olney, Illinois	$6.63M	+$140K	9	2.25%	Increased
5352	WAG Wallace Advisory Group Lafayette, California	$6.63M	+$1.05M	10	6.24%	Increased
5353	B Bayban Bayport, Minnesota	$6.63M	+$4.95K	30	5.09%	Increased
5354	HWM HighMark Wealth Management St. Paul, Minnesota	$6.63M	+$68.7K	30	2.22%	Increased
5355	BCM Brooktree Capital Management Gand Rapids, Michigan	$6.59M	-$3.15M	1	4.3%	Reduced
5356	MASM MH & Associates Securities Management Carlsbad, California	$6.59M	-$2.77M	3	5.91%	Reduced
5357	QFP Quantum Financial Partners Overland Park, Kansas	$6.59M	+$6.08M	6	3.37%	New
5358	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$6.59M	-$1.86M	1	7.81%	Reduced
5359	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$6.58M	-$37.6M	10	5.15%	Reduced
5360	FPH Financial Planning Hawaii Honolulu, Hawaii	$6.57M	+$883K	11	3.52%	Increased
5361	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$6.57M	-$10.5M	2	1.19%	Reduced
5362	EIM Ervin Investment Management Seattle, Washington	$6.56M	-$170K	2	3.57%	Reduced
5363	W WealthCollab Bellevue, Washington	$6.56M	+$810K	50	2.38%	Increased
5364	NBWM North Berkeley Wealth Management Berkeley, California	$6.56M	+$731K	4	2.65%	Increased
5365	CA Cresta Advisors Laredo, Texas	$6.55M	+$96.8K	2	2.35%	Increased
5366	FWP Firethorn Wealth Partners Augusta, Georgia	$6.55M	+$1.88M	9	2.11%	Increased
5367	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$6.52M	+$579K	22	6.56%	Increased
5368	MWP Momentum Wealth Planning Estero, Florida	$6.52M	-$2.67M	3	4.77%	Reduced
5369	KIM Kestrel Investment Management San Mateo, California	$6.52M	$0	1	3.55%	Maintained
5370	KWA Kellett Wealth Advisors Cincinnati, Ohio	$6.5M	+$1.46M	9	3.03%	Increased
5371	PRTG Post Resch Tallon Group Pittsford, New York	$6.49M	+$717K	8	4.49%	Increased
5372	SEA Stegent Equity Advisors Houston, Texas	$6.48M	+$1.1M	6	4.65%	Increased
5373	HA Helium Advisors Everett, Washington	$6.48M	+$914K	8	5.38%	Increased
5374	MWP Meredith Wealth Planning Maryville, Illinois	$6.47M	-$23.8K	4	1.53%	Reduced
5375	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$6.46M	+$1.36M	7	3.19%	Increased