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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
5851	OFG Opulen Financial Group Arlington, Virginia	$3.91M	+$792K	6	2.46%	Increased
5852	SAM Sequent Asset Management Houston, Texas	$3.9M	+$174K	6	1.65%	Increased
5853	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$3.9M	-$256K	5	2.21%	Reduced
5854	FFG First Financial Group Raleigh, North Carolina	$3.89M	+$296K	5	2.81%	Increased
5855	KFS Krane Financial Solutions Calabasas, California	$3.89M	+$94.6K	4	2.4%	Increased
5856	VWA VSM Wealth Advisory Hunt Valley, Maryland	$3.89M	-$241K	24	1.03%	Reduced
5857	BAM Bosun Asset Management Chicago, Illinois	$3.88M	-$498K	3	1.99%	Reduced
5858	HP HT Partners Centerbrook, Connecticut	$3.88M	-$65.7K	2	1.07%	Reduced
5859	CFM Cornerstone Financial Management Burlington, Massachusetts	$3.88M	+$836K	71	3.11%	Increased
5860	CCM Chaney Capital Management Lynnwood, Washington	$3.87M	+$636K	4	1.22%	Increased
5861	CWM Copia Wealth Management Bend, Oregon	$3.87M	+$487K	29	2.32%	Increased
5862	AWF Alpha Wealth Funds Park City, Utah	$3.86M	+$1.41M	6	2.11%	Increased
5863	HG Harbor Group Bedford, New Hampshire	$3.85M	-$968K	6	0.45%	Reduced
5864	IFU iSAM Funds (UK) London, United Kingdom	$3.85M	-$4.77M	8	2.72%	Reduced
5865	SLG Sanchez Levi Garrett	$3.84M	+$197K	4	2.09%	Increased
5866	GAM GEM Asset Management Plymouth, Michigan	$3.83M	+$1.95M	5	1.51%	Increased
5867	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$3.83M	+$923K	22	1.09%	Increased
5868	CWP Clark Wealth Partners O'fallon, Illinois	$3.82M	-$5.67K	30	2.16%	Reduced
5869	AF Align Financial Hermantown, Minnesota	$3.81M	+$585K	18	1.89%	Increased
5870	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$3.8M	-$88.2K	3	1.71%	Reduced
5871	SF Seros Financial Tempe, Arizona	$3.79M	+$721K	6	1.97%	Increased
5872	AMG Asset Management Group Stamford, Connecticut	$3.79M	+$4.81K	3	0.55%	Increased
5873	SWTS Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$3.78M	-$239K	7	3.03%	Reduced
5874	NC North Capital Salt Lake City, Utah	$3.78M	+$1.15M	8	2.85%	Increased
5875	MSA McAlister Sweet & Associates Houston, Texas	$3.77M	-$204K	4	2.02%	Reduced