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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
5526	GWM GoalFusion Wealth Management Austin, Texas	$5.59M	+$1.01M	5	2.26%	Increased
5527	FFS Flavin Financial Services Melbourne, Florida	$5.58M	+$135K	5	3.18%	Increased
5528	CFM Coronation Fund Managers Cape Town, South Africa	$5.57M	-$14M	2	0.21%	Reduced
5529	TWP Tenet Wealth Partners Champaign, Illinois	$5.57M	+$5.67M	6	4.14%	New
5530	EA Eclectic Associates Fullerton, California	$5.56M	+$162K	7	0.63%	Increased
5531	FF Farrow Financial Randolph, Vermont	$5.56M	+$199K	3	2.97%	Increased
5532	WIA Wetzel Investment Advisors Indianapolis, Indiana	$5.56M	+$463K	8	1.93%	Increased
5533	LFA Lauterbach Financial Advisors El Paso, Texas	$5.56M	+$1.19M	3	2.39%	Increased
5534	GFG Grantvest Financial Group Matawan, New Jersey	$5.56M	+$781K	6	3.22%	Increased
5535	WFP Welch Financial Planning Boulder, Colorado	$5.55M	+$2.16M	6	3.23%	Increased
5536	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$5.55M	+$1.08M	55	1.28%	Increased
5537	DAM Davis Asset Management Sausalito, California	$5.55M	$0	5	0.14%	Maintained
5538	CLP Charis Legacy Partners Bryan, Texas	$5.55M	$0	1	6.82%	Maintained
5539	RCAP Resolute Capital Asset Partners Denver, Colorado	$5.54M	-$4.73M	1	2.37%	Reduced
5540	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$5.54M	+$1.99M	36	2.48%	Increased
5541	DLP De Lisle Partners Poole, United Kingdom	$5.53M	+$3.71M	4	0.6%	Increased
5542	GTWM Global Trust Wealth Management West Palm Beach, Florida	$5.51M	+$370K	4	3.8%	Increased
5543	CCM Coerente Capital Management Toronto, Ontario, Canada	$5.5M	+$5.65M	1	1.01%	New
5544	AGA Arkos Global Advisors Houston, Texas	$5.5M	-$247K	8	0.65%	Reduced
5545	BFP Briaud Financial Planning College Station, Texas	$5.49M	+$344K	5	1.44%	Increased
5546	KFI Kachkovsky & Fisher Inc San Diego, California	$5.49M	+$5.16M	5	5.28%	New
5547	GAFA Garton & Associates Financial Advisors Louisville, Kentucky	$5.49M	-$1.38M	1	12.42%	Reduced
5548	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$5.49M	+$1.28M	60	0.73%	Increased
5549	VL Vima LLC Troy, Michigan	$5.49M	+$5.45M	15	5.35%	New
5550	SC Sykon Capital Harrison, New York	$5.48M	+$497K	3	1.69%	Increased