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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
5776	RWM Raffa Wealth Management Washington, District of Columbia	$4.27M	+$198K	75	0.54%	Increased
5777	QC Quantessence Capital New York	$4.26M	+$1.56M	10	12.56%	Increased
5778	ICM III Capital Management Boca Raton, Florida	$4.26M	+$2.85M	4	1.08%	New
5779	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$4.26M	-$297K	5	1.42%	Reduced
5780	PLFS Provident Living Financial Services Lehi, Utah	$4.26M	-$334K	3	4.2%	Reduced
5781	AFP Alpha Financial Partners Lexington, Kentucky	$4.24M	+$1.49M	8	2.23%	Increased
5782	TCM TD Capital Management Memphis, Tennessee	$4.24M	-$196K	31	0.35%	Reduced
5783	MA Mosaic Advisors Houston, Texas	$4.23M	+$3.21K	3	5.68%	Increased
5784	AWMG Alliance Wealth Management Group Flemington, New Jersey	$4.23M	+$707K	9	0.82%	Increased
5785	HAFG Hansen & Associates Financial Group Roseville, California	$4.23M	+$751K	4	2.42%	Increased
5786	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$4.22M	+$91.5K	60	0.73%	Increased
5787	1L 10Elms LLP Tulsa, Oklahoma	$4.21M	+$113K	8	1.78%	Increased
5788	IWP Innova Wealth Partners Newtown, Pennsylvania	$4.2M	+$244K	7	1.72%	Increased
5789	ARA Alexander Randolph Advisory Mclean, Virginia	$4.19M	-$1.7M	3	3.45%	Reduced
5790	PP Pingora Partners Wilson, Wyoming	$4.19M	-$56.9K	9	2.44%	Reduced
5791	BW Balance Wealth Delaware, Ohio	$4.19M	+$1.77M	8	1.11%	Increased
5792	JE Jacobs Equity Draper, Utah	$4.17M	+$1.78M	7	2.88%	Increased
5793	WJA Willis Johnson & Associates Houston, Texas	$4.17M	-$6.58M	3	0.23%	Reduced
5794	SFC Swisher Financial Concepts Westerville, Ohio	$4.17M	-$1.62M	8	2.62%	Reduced
5795	PAM Parvin Asset Management Sioux Falls, South Dakota	$4.16M	-$886K	15	3.26%	Reduced
5796	VI Versor Investments New York	$4.15M	+$1.03M	2	8.73%	Increased
5797	PFA Pettinga Financial Advisors Evansville, Indiana	$4.15M	+$791K	7	0.67%	Increased
5798	BA Ballew Advisors Jackson, Mississippi	$4.15M	-$109K	5	2.14%	Reduced
5799	KW KWB Wealth Redlands, California	$4.14M	-$472K	3	0.35%	Reduced
5800	NVIM New Vernon Investment Management Highland Park, Illinois	$4.14M	-$968K	2	5.07%	Reduced