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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
5901	GCM Gambit Capital Management Franklin, Tennessee	$3.65M	+$660K	7	2.13%	Increased
5902	DFC DB Fitzpatrick & Co Boise, Idaho	$3.64M	-$1.54M	6	2.94%	Reduced
5903	LIA Limestone Investment Advisors New York	$3.64M	-$13.4M	7	0.27%	Reduced
5904	AF Abound Financial Granite Bay, California	$3.64M	+$142K	16	1.45%	Increased
5905	CFG Copley Financial Group San Diego, California	$3.62M	-$253K	7	2.19%	Reduced
5906	CWA Cornerstone Wealth Advisors Edina, Minnesota	$3.62M	+$2.41M	3	0.76%	Increased
5907	AIFS A&I Financial Services Lone Tree, Colorado	$3.62M	+$154K	3	1.58%	Increased
5908	PIN Prudent Investors Network Lake Forest, California	$3.62M	+$963K	5	0.7%	Increased
5909	DFA DHJJ Financial Advisors Naperville, Illinois	$3.62M	+$36K	18	1.04%	Increased
5910	KAM KEB Asset Management Springfield, Illinois	$3.62M	+$817K	11	0.59%	Increased
5911	SC Stolper & Co Tulsa, Oklahoma	$3.61M	+$657K	1	0.93%	Increased
5912	GVCM Global View Capital Management Waukesha, Wisconsin	$3.61M	+$784K	5	0.75%	Increased
5913	AL ARWA LLC Fort Worth, Texas	$3.61M	-$1.73M	3	1.5%	Reduced
5914	KCM Kennondale Capital Management Richmond, Virginia	$3.61M	$0	2	2.4%	Maintained
5915	RIA Richwood Investment Advisors Cincinnati, Ohio	$3.6M	+$918K	7	2.53%	Increased
5916	DCM Davis Capital Management Jacksonville, Florida	$3.59M	+$445K	57	2.13%	Increased
5917	VPP Vertex Planning Partners Downers Grove, Illinois	$3.59M	+$1.45M	5	0.53%	Increased
5918	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$3.59M	+$883K	6	1.97%	Increased
5919	TP Thayer Partners Wyndmoor, Pennsylvania	$3.58M	+$392K	3	1.48%	Increased
5920	BCI Blue Capital Inc Omaha, Nebraska	$3.58M	-$6.17M	4	2.27%	Reduced
5921	GG Gleason Group Prospect, Kentucky	$3.58M	+$1.09M	33	0.31%	Increased
5922	TC Trust Company Manhattan, Kansas	$3.57M	-$1.24M	41	0.32%	Reduced
5923	VR Valued Retirements Houston, Texas	$3.55M	+$902K	7	3.19%	Increased
5924	CHIA Copper Harbor Investment Advisors Appleton, Wisconsin	$3.55M	+$3.67M	4	0.75%	New
5925	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$3.55M	+$996K	5	0.9%	Increased