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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
5601	EWP Equity Wealth Partners Independence, Missouri	$5.26M	+$481K	6	1.89%	Increased
5602	FFA Frazier Financial Advisors Columbus, Ohio	$5.24M	-$126K	25	2.65%	Reduced
5603	TA Teton Advisors Rye, New York	$5.23M	-$466K	1	3.02%	Reduced
5604	EP E6 Portfolios Midvale, Utah	$5.23M	+$2.68M	8	4.18%	Increased
5605	BFA Bridgelight Financial Advisors Shelton, Connecticut	$5.21M	+$3.9M	3	3.57%	Increased
5606	TA TrueWealth Advisors Birmingham, Alabama	$5.21M	+$252K	6	1.17%	Increased
5607	YCM Yakira Capital Management Westport, Connecticut	$5.2M	+$828K	3	1.48%	Increased
5608	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$5.2M	+$980K	9	2.57%	Increased
5609	SWM Stronghold Wealth Management Tampa, Florida	$5.19M	+$838K	11	6.95%	Increased
5610	PWM Power Wealth Management Alpharetta, Georgia	$5.17M	+$1.59M	7	1.78%	Increased
5611	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$5.17M	+$1.09M	3	4.05%	Increased
5612	PWM Partners Wealth Management Carmel By The Sea, California	$5.16M	+$616K	7	5.05%	Increased
5613	DCM Deuterium Capital Management Clearwater, Florida	$5.15M	$0	2	5.57%	Maintained
5614	LWM Laidlaw Wealth Management New York City, New York	$5.15M	+$745K	5	14.68%	Increased
5615	CWA Choice Wealth Advisors Waterville, Maine	$5.13M	+$65.8K	2	1.8%	Increased
5616	JWM JDH Wealth Management Santa Rosa, California	$5.12M	+$964K	9	3.11%	Increased
5617	SAFS S&A Financial Services Overland Park, Kansas	$5.11M	+$221K	4	3.12%	Increased
5618	IA IMZ Advisory Boca Raton, Florida	$5.1M	-$42.6K	3	1.62%	Reduced
5619	KFS Kelly Financial Services Braintree, Massachusetts	$5.1M	+$986K	9	1.09%	Increased
5620	ASG Ariston Services Group San Diego, California	$5.08M	+$4.64M	9	2.8%	New
5621	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$5.08M	-$7.27K	2	1.87%	Reduced
5622	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$5.07M	+$3.28M	3	3.19%	Increased
5623	FWM Fonville Wealth Management Richmond, Virginia	$5.07M	+$988K	6	0.83%	Increased
5624	BI Bramshill Investments Naples, Florida	$5.07M	-$1.3M	5	0.39%	Reduced
5625	VWM Vigilare Wealth Management Scottsdale, Arizona	$5.05M	+$360K	6	1.55%	Increased