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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
5876	MWM Maimon Wealth Management Ra'anana, Israel	$3.77M	+$32.6K	5	2.91%	Increased
5877	BIM Bullseye Investment Management Cincinnati, Ohio	$3.77M	-$181K	10	1.85%	Reduced
5878	SCA Summit Creek Advisors Minneapolis, Minnesota	$3.75M	+$2.74M	2	1.28%	Increased
5879	SSCM Sovereign's Capital Management Atlanta, Georgia	$3.75M	-$20.8K	2	2.5%	Reduced
5880	PGWM Pitti Group Wealth Management Victor, New York	$3.75M	+$471K	5	2.73%	Increased
5881	CBOR Community Bank of Raymore Raymore, Missouri	$3.75M	+$596K	3	2.21%	Increased
5882	BIS BG Investment Services Hagatna, Guam	$3.74M	+$423K	5	2.7%	Increased
5883	WA Walsh & Associates Sarasota, Florida	$3.74M	+$331K	9	3.05%	Increased
5884	TWM TopTier Wealth Management Muskego, Wisconsin	$3.73M	-$312K	5	2.26%	Reduced
5885	EL EQ LLC Bellevue, Washington	$3.73M	+$784K	7	0.92%	Increased
5886	MCM Mendel Capital Management Little Rock, Arkansas	$3.71M	+$42.7K	2	1.67%	Increased
5887	CFG CMC Financial Group Atlanta, Georgia	$3.71M	+$1.74M	8	7.18%	Increased
5888	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$3.7M	+$29K	32	2.88%	Increased
5889	SLP Storen Legacy Partners Zionsville, Indiana	$3.7M	+$741K	5	1.01%	Increased
5890	SHF Safe Harbor Fiduciary Pensacola, Florida	$3.7M	-$1.6M	3	2.88%	Reduced
5891	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$3.7M	-$727K	3	0.42%	Reduced
5892	CWMP Clarion Wealth Managment Partners Fairfax, Virginia	$3.69M	+$969K	6	2.98%	Increased
5893	PWM Partnership Wealth Management Towson, Maryland	$3.69M	$0	4	2.49%	Maintained
5894	CAM Councilmark Asset Management Knoxville, Tennessee	$3.69M	-$179K	3	1.95%	Reduced
5895	MFA Morling Financial Advisors Fremont, California	$3.68M	+$3.61K	5	1.02%	Increased
5896	CBT CoreFirst Bank & Trust Topeka, Kansas	$3.66M	-$81.6K	13	1.82%	Reduced
5897	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$3.66M	+$460K	20	2.17%	Increased
5898	TI Truxt Investmentos Rio De Janeiro, Brazil	$3.66M	-$38.9M	3	4.22%	Reduced
5899	MSG Main Street Group Glen Allen, Virginia	$3.66M	-$281K	27	0.85%	Reduced
5900	BC Bayforest Capital London, United Kingdom	$3.65M	-$2.53M	36	3.38%	Reduced