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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
5451	SAMC Spectrum Asset Management (California) Newport Beach, California	$6.07M	+$1.04M	6	1.69%	Increased
5452	AIP Alexis Investment Partners Montgomery, Texas	$6.07M	-$9.15M	3	3.55%	Reduced
5453	PTCG Pring Turner Capital Group Alamo, California	$6.07M	-$4.12M	2	3.48%	Reduced
5454	WBCM Wilson & Boucher Capital Management Moraga, California	$6.06M	-$90.3K	4	3.55%	Reduced
5455	SFP SwitchPoint Financial Planning Lehi, Utah	$6.05M	+$688K	5	3.49%	Increased
5456	BWIA Bryant Woods Investment Advisors Getzville, New York	$6.05M	+$296K	5	1.68%	Increased
5457	DSCM Del-Sette Capital Management Schenectady, New York	$6.04M	+$1.4M	3	3.53%	Increased
5458	PAM PCG Asset Management Gladstone, New Jersey	$6.04M	+$397K	7	4.33%	Increased
5459	PH Pinnacle Holdings Tulsa, Oklahoma	$6.03M	-$339K	4	1.86%	Reduced
5460	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$6M	+$2.26M	3	1%	Increased
5461	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$6M	+$2.04M	7	3.25%	Increased
5462	MAG Mayfair Advisory Group Birmingham, Alabama	$6M	+$871K	4	1.81%	Increased
5463	FA Flagstar Advisors New York	$5.99M	+$1.6M	3	1.81%	Increased
5464	BP BWM Planning The Woodlands, Texas	$5.98M	+$818K	6	1.39%	Increased
5465	RWS RASP Wealth Solutions Fishers, Indiana	$5.98M	+$5.11M	11	1.99%	New
5466	AFP ATX Financial Planning Austin, Texas	$5.97M	-$85.9K	4	3.95%	Reduced
5467	MA MKT Advisors Escondido, California	$5.97M	+$48K	6	1.85%	Increased
5468	CWA CJM Wealth Advisers Falls Church, Virginia	$5.96M	-$13.8K	4	1.56%	Reduced
5469	M Murchinson Toronto, Ontario, Canada	$5.96M	+$4.01M	1	0.82%	New
5470	MFA Millington Financial Advisors Naperville, Illinois	$5.95M	+$427K	5	2.34%	Increased
5471	KA KDT Advisors New York	$5.95M	+$46.3K	7	8.23%	Increased
5472	NIA NBZ Investment Advisors Knoxville, Tennessee	$5.93M	+$864K	6	2.31%	Increased
5473	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$5.93M	+$540K	6	2.39%	Increased
5474	TOCUITCONY Trustees of Columbia University in the City of New York New York	$5.92M	+$6.3M	1	1.27%	New
5475	LC Landaas & Company Milwaukee, Wisconsin	$5.91M	+$1.43M	9	1.07%	Increased