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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
5676	NF Napier Financial Braintree, Massachusetts	$4.77M	+$14.3K	24	0.99%	Increased
5677	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$4.76M	+$571K	15	1.45%	Increased
5678	MWM Momentous Wealth Management Vancouver, Washington	$4.76M	+$913K	8	2.44%	Increased
5679	DA Dash Acquisitions Woodland Hills, California	$4.74M	+$303K	5	0.96%	Increased
5680	FH Financial Harvest Winter Park, Florida	$4.74M	+$703K	7	1.96%	Increased
5681	OC Optima Capital Beaverton, Oregon	$4.73M	+$396K	6	1.87%	Increased
5682	CCA Cravens & Co Advisors Cookeville, Tennessee	$4.72M	-$778K	2	3.17%	Reduced
5683	VH Visionary Horizons Knoxville, Tennessee	$4.71M	+$848K	6	1.97%	Increased
5684	CFGA Cambridge Financial Group (Arizona) Tucson, Arizona	$4.71M	+$46.8K	8	1.48%	Increased
5685	4WM 49 Wealth Management Austin, Texas	$4.71M	-$6.49M	5	0.9%	Reduced
5686	A Alongside Austin, Texas	$4.71M	+$4.26M	5	0.9%	New
5687	IMC Investment Management Corporation Roanoke, Virginia	$4.71M	-$652K	5	3.93%	Reduced
5688	CKAIS Christensen King & Associates Investment Services Richland, Washington	$4.7M	+$404K	5	1.87%	Increased
5689	AFP Advus Financial Partners Winter Park, Florida	$4.69M	+$3.68M	4	1.34%	Increased
5690	BHFP Blom & Howell Financial Planning Modesto, California	$4.68M	+$108K	5	3.9%	Increased
5691	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$4.67M	+$308K	7	0.58%	Increased
5692	GCM Gunpowder Capital Management Towson, Maryland	$4.67M	+$206K	15	3.28%	Increased
5693	IMC Inherent Management Corp New York	$4.67M	+$100M	1	1.81%	New
5694	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$4.66M	+$576K	7	1.15%	Increased
5695	TCM Towercrest Capital Management Newtown, Pennsylvania	$4.66M	+$899K	10	0.65%	Increased
5696	HH HSG Holding Na, Hong Kong	$4.66M	$0	1	0.39%	Maintained
5697	WG WMS Group Folsom, Louisiana	$4.66M	+$924K	4	6.01%	Increased
5698	KFSN Keystone Financial Services (Nebraska) Omaha, Nebraska	$4.66M	+$1.97M	3	2.8%	Increased
5699	RFW Redwood Family Wealth Addison, Texas	$4.65M	+$333K	5	4.08%	Increased
5700	TIM Tortoise Investment Management White Plains, New York	$4.65M	+$1.67M	6	0.35%	Increased