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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
5626	DT DBA Trading Fort Lauderdale, Florida	$5.04M	$0	4	2.53%	Maintained
5627	CCM Cannon Capital Management Salt Lake City, Utah	$5.02M	+$441K	2	4.27%	Increased
5628	CI Cooper Investors Melbourne, Victoria, Australia	$5.02M	-$44K	2	2.31%	Reduced
5629	AA Advisory Advocates Grand Rapids, Michigan	$5.01M	+$2.27M	11	4.3%	Increased
5630	LW Livet Wealth Salt Lake City, Utah	$5.01M	+$652K	11	2.89%	Increased
5631	SCA Strathmore Capital Advisors Charlotte, North Carolina	$5M	-$386K	3	1.35%	Reduced
5632	RIS Retirement Income Solutions Ann Arbor, Michigan	$5M	$0	5	0.86%	Maintained
5633	2WWM 21 West Wealth Management Tustin, California	$4.99M	+$577K	6	4.26%	Increased
5634	W WPWealth Fort Worth, Texas	$4.98M	-$178K	5	0.74%	Reduced
5635	MJFG Mars Jewett Financial Group Bellevue, Washington	$4.98M	+$260K	1	1.01%	Increased
5636	SC Soundwatch Capital Rowayton, Connecticut	$4.98M	-$1.61M	5	0.55%	Reduced
5637	MIG Mariner Investment Group Harrison, New York	$4.97M	+$1.22M	4	1.07%	Increased
5638	BWM Brickley Wealth Management San Mateo, California	$4.97M	+$610K	7	0.71%	Increased
5639	FIG FSA Investment Group Pensacola, Florida	$4.96M	+$1.44M	3	1.61%	Increased
5640	TCM Traub Capital Management Needham, Massachusetts	$4.95M	+$659K	7	4.41%	Increased
5641	AFO Arrowroot Family Office Marina Del Rey, California	$4.94M	+$495K	7	1.42%	Increased
5642	SA SoundView Advisors Olympia, Washington	$4.94M	+$179K	2	1.61%	Increased
5643	ACA American Capital Advisory Ketchum, Idaho	$4.94M	+$225K	49	1.8%	Increased
5644	MF Montis Financial Waltham, Massachusetts	$4.94M	+$971K	8	1.01%	Increased
5645	PF PlanVest Financial Gaithersburg, Maryland	$4.94M	+$544K	21	3.3%	Increased
5646	HBS Howard Bailey Securities Fort Wayne, Indiana	$4.94M	+$515K	10	1.85%	Increased
5647	WWMP Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania	$4.93M	-$1.63M	6	3.98%	Reduced
5648	RGC Rubicon Global Capital London, United Kingdom	$4.92M	+$3.31M	1	1.8%	New
5649	CWL Causey Wealth LLC Greenwood Village, Colorado	$4.91M	+$167K	7	1.92%	Increased
5650	DI DDFG Inc Thousand Oaks, California	$4.9M	+$484K	3	0.97%	Increased