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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
5501	ACM ACT Capital Management Wayne, Pennsylvania	$5.74M	-$799K	7	3.75%	Reduced
5502	FCFC First Citizens Financial Corp Mason City, Iowa	$5.74M	+$400K	6	2.4%	Increased
5503	MWM Meadowbrook Wealth Management Garden City, New York	$5.73M	-$2.8M	7	6.17%	Reduced
5504	SA SFI Advisors Montclair, New Jersey	$5.71M	-$51.9K	3	4.92%	Reduced
5505	FWM FMB Wealth Management Westlake Village, California	$5.71M	+$212K	5	2.1%	Increased
5506	CT ClearAlpha Technologies Greenwich, Connecticut	$5.69M	+$559K	6	9.77%	Increased
5507	CW Code Waechter Tampa, Florida	$5.69M	+$562K	8	2.94%	Increased
5508	PCM Prospera Capital Management Gilbert, Arizona	$5.68M	+$524K	6	1.78%	Increased
5509	TB Terril Brothers St. Louis, Missouri	$5.68M	-$3.87M	4	1.46%	Reduced
5510	NLA Northern Lights Advisors Seattle, Washington	$5.66M	+$1.23M	6	3.08%	Increased
5511	SDAM Shulman DeMeo Asset Management Lake Success, New York	$5.66M	+$1.04M	7	1.06%	Increased
5512	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$5.66M	-$10.1M	9	2.11%	Reduced
5513	MWM MBE Wealth Management Tomah, Wisconsin	$5.65M	+$886K	8	1.99%	Increased
5514	1M 13D Management New York	$5.64M	+$5.95M	1	7.91%	New
5515	PFG Prospect Financial Group Arlington, Virginia	$5.63M	+$603K	8	4.54%	Increased
5516	PWS Peloton Wealth Strategists Indianapolis, Indiana	$5.63M	+$375K	4	2.08%	Increased
5517	EWM Evolution Wealth Management Fort Myers, Florida	$5.63M	+$150K	33	3.31%	Increased
5518	BP BCK Partners Corning, New York	$5.62M	-$200K	3	2.71%	Reduced
5519	AW Atlas Wealth Cincinnati, Ohio	$5.62M	+$351K	5	0.8%	Increased
5520	HB Horizon Bancorp Michigan City, Indiana	$5.61M	-$324K	9	2.63%	Reduced
5521	LFA Level Financial Advisors East Amherst, New York	$5.61M	-$190K	3	1.25%	Reduced
5522	VA Verdad Advisers Boston, Massachusetts	$5.61M	-$3.49M	14	5.37%	Reduced
5523	WOSD WFA of San Diego San Diego, California	$5.59M	-$932K	6	4.58%	Reduced
5524	PCM Presidio Capital Management San Diego, California	$5.59M	+$1.5M	9	1.4%	Increased
5525	RFG REAP Financial Group Austin, Texas	$5.59M	+$585K	26	0.96%	Increased