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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
5401	HWA Heartwood Wealth Advisors Richmond, Virginia	$6.3M	+$343K	7	0.49%	Increased
5402	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$6.3M	+$915K	6	2.13%	Increased
5403	SWRP Summit Wealth & Retirement Planning San Ramon, California	$6.3M	+$194K	6	1.33%	Increased
5404	CGH CMG Global Holdings Plano, Texas	$6.29M	+$377K	7	2.67%	Increased
5405	JRSI Jeter Robert S II	$6.29M	+$587K	8	6.03%	Increased
5406	BM Berman McAleer Timonium, Maryland	$6.29M	+$635K	10	0.73%	Increased
5407	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$6.29M	-$162K	6	1.88%	Reduced
5408	SA Sicart Associates New York	$6.29M	-$2.76M	2	1.54%	Reduced
5409	DWM Denver Wealth Management Denver, Colorado	$6.28M	+$955K	6	1.8%	Increased
5410	Highbridge Capital Management New York	$6.28M	-$7.35M	4	0.15%	Reduced
5411	WAL W Advisors LLC Germantown, Tennessee	$6.27M	+$241K	6	2.85%	Increased
5412	DI Disciplined Investments Tulsa, Oklahoma	$6.27M	+$429K	5	2.02%	Increased
5413	SA Scarborough Advisors Annapolis, Maryland	$6.27M	-$402K	4	0.72%	Reduced
5414	QAM QSM Asset Management London, United Kingdom	$6.26M	-$26.8M	2	3.24%	Reduced
5415	TIM Triad Investment Management Newport Beach, California	$6.26M	-$1.76M	2	6.9%	Reduced
5416	SFS Solitude Financial Services Charlottesville, Virginia	$6.25M	-$582K	2	1.73%	Reduced
5417	AFA Antonelli Financial Advisors Grosse Pointe, Michigan	$6.25M	+$1.21M	6	4.28%	Increased
5418	BWA BlueChip Wealth Advisors Milton, Georgia	$6.25M	+$720K	5	2.37%	Increased
5419	WAM WealthCare Asset Management Springfield, Missouri	$6.24M	+$4.62M	5	2.59%	Increased
5420	FFWM Future Financial Wealth Management Cincinnati, Ohio	$6.24M	-$503K	7	3.89%	Reduced
5421	DCM Dimension Capital Management Coral Gables, Florida	$6.23M	+$752K	10	0.73%	Increased
5422	CPW Crestmont Private Wealth Houston, Texas	$6.23M	-$818K	8	1.75%	Reduced
5423	AF AtlasMark Financial Austin, Texas	$6.22M	$0	2	3.06%	Maintained
5424	BC Beaconlight Capital New York	$6.22M	-$27.4M	2	2.19%	Reduced
5425	FPN Financial Planning Navigators Maple Grove, Minnesota	$6.2M	+$2.18M	10	2.32%	Increased