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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
5826	ACM Arrow Capital Management New York	$4.02M	+$2.98M	2	2.23%	New
5827	NFTC North Forty Two & Co Lake Oswego, Oregon	$4.02M	+$390K	6	3.41%	Increased
5828	5W 5T Wealth Napa, California	$4.02M	+$446K	7	1.5%	Increased
5829	LWA Lifelong Wealth Advisors Arden Hills, Minnesota	$4.01M	+$976K	8	0.94%	Increased
5830	GFG GR Financial Group Tucson, Arizona	$4M	+$1.7M	11	0.54%	Increased
5831	Van Berkom & Associates Montreal, Quebec, Canada	$4M	+$1.41M	2	0.13%	Increased
5832	RWP Ridgeline Wealth Planning Centerville, Ohio	$4M	+$485K	5	2.53%	Increased
5833	MWM Mascoma Wealth Management Hanover, New Hampshire	$3.99M	+$35.7K	35	0.74%	Increased
5834	BFAG Blackston Financial Advisory Group The Villages, Florida	$3.99M	+$1.2M	7	2.25%	Increased
5835	CCA Cypress Capital Advisors Franklin, Tennessee	$3.99M	-$1.42M	4	1.64%	Reduced
5836	TFS truNorth Financial Services Chambersburg, Pennsylvania	$3.98M	+$661K	6	3.57%	Increased
5837	RF RHS Financial San Francisco, California	$3.98M	+$890K	6	1.61%	Increased
5838	CAP Columbia Advisory Partners Spokane, Washington	$3.97M	+$55.5K	3	2.19%	Increased
5839	WMA William Mack & Associates Troy, Michigan	$3.97M	+$1.43M	6	1.4%	Increased
5840	OS Objectivity Squared Charleston, South Carolina	$3.97M	+$518K	3	2.23%	Increased
5841	SL SWMG LLC Fort Worth, Texas	$3.96M	+$322K	3	0.93%	Increased
5842	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$3.96M	+$479K	5	1.41%	Increased
5843	AWM AAF Wealth Management Westborough, Massachusetts	$3.96M	+$405K	6	1.46%	Increased
5844	SWM Sterling Wealth Management Champaign, Illinois	$3.96M	-$77.6K	7	0.98%	Reduced
5845	ASG Advisory Solutions Group Plymouth, Minnesota	$3.94M	+$3.72M	5	1.34%	New
5846	GPA Guidance Point Advisors Wellesley, Massachusetts	$3.93M	+$723K	5	0.83%	Increased
5847	WAM Weinberger Asset Management Los Angeles, California	$3.93M	+$56.3K	3	1.26%	Increased
5848	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$3.92M	+$565K	7	0.81%	Increased
5849	FA Forefront Analytics West Conshohocken, Pennsylvania	$3.91M	+$1.09M	1	4.25%	Increased
5850	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$3.91M	-$216K	25	0.89%	Reduced