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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
5951	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$3.39M	+$469K	4	0.48%	Increased
5952	TPWM Torrey-Payne Wealth Management Pasadena, California	$3.39M	+$13.2K	1	2.78%	Increased
5953	FCM Fell Capital Management Newport Beach, California	$3.38M	-$44.8K	4	2.85%	Reduced
5954	SWM Sherman Wealth Management Gaithersburg, Maryland	$3.36M	+$61.6K	3	2.53%	Increased
5955	TWA Trace Wealth Advisors Los Angeles, California	$3.35M	-$162K	4	2.19%	Reduced
5956	CIM Caldwell Investment Management Toronto, Ontario, Canada	$3.35M	-$1.49M	3	2.2%	Reduced
5957	DWS Dynamic Wealth Strategies Granite Bay, California	$3.35M	-$462K	14	1.78%	Reduced
5958	WP Wealthspan Partners Davenport, Iowa	$3.35M	+$312K	3	1.05%	Increased
5959	OAG Oakmont Advisory Group Albuquerque, New Mexico	$3.35M	+$567K	18	2.81%	Increased
5960	NI Nuance Investments Kansas City, Missouri	$3.34M	-$884K	1	0.57%	Reduced
5961	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$3.34M	+$459K	5	0.38%	Increased
5962	FA Fortis Advisors Wayne, Pennsylvania	$3.33M	+$159K	7	1.56%	Increased
5963	CAM Campion Asset Management Falls Church, Virginia	$3.33M	+$237K	6	2.03%	Increased
5964	TWM Tolleson Wealth Management Dallas, Texas	$3.32M	+$405K	3	0.45%	Increased
5965	VWM Vermillion Wealth Management Rosemount, Minnesota	$3.32M	-$1.62M	20	0.78%	Reduced
5966	LFWA LiftPoint Family Wealth Advisors Far Hills, New Jersey	$3.31M	+$1.51M	4	2.25%	Increased
5967	TA Townsend & Associates Westminster, Colorado	$3.31M	-$60.7K	4	0.28%	Reduced
5968	IWM IMG Wealth Management Jacksonville, Florida	$3.31M	+$246K	40	1.84%	Increased
5969	RC Resolute Capital Greenville, South Carolina	$3.3M	+$995K	4	1.14%	Increased
5970	AIA Aventus Investment Advisors Naples, Florida	$3.3M	-$260K	10	2.41%	Reduced
5971	BWMG Bannerman Wealth Management Group Lewisville, Texas	$3.29M	+$315K	2	1.92%	Increased
5972	PCC Park Circle Company Baltimore, Maryland	$3.29M	$0	3	2.81%	Maintained
5973	HWM HRC Wealth Management Moscow, Idaho	$3.29M	+$361K	4	1.35%	Increased
5974	OFS Opus Financial Solutions Downers Grove, Illinois	$3.29M	+$1.86M	3	2.65%	Increased
5975	KWM Kanen Wealth Management Coconut Creek, Florida	$3.29M	$0	1	0.8%	Maintained