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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
5976	SG Stanich Group Montauk, New York	$3.29M	+$321K	4	2.07%	Increased
5977	FPI Financial Plan Inc Bellingham, Washington	$3.29M	+$397K	4	0.31%	Increased
5978	SCM Sollinda Capital Management Miami, Florida	$3.28M	-$1.76M	4	0.7%	Reduced
5979	BFS Bare Financial Services Gap, Pennsylvania	$3.28M	+$751K	84	0.75%	Increased
5980	MFF Michels Family Financial Fort Worth, Texas	$3.27M	+$1.13M	6	2.1%	Increased
5981	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$3.27M	+$164K	6	0.71%	Increased
5982	KL KilterHowling LLC Boulder, Colorado	$3.27M	+$46.6K	2	1.47%	Increased
5983	AFG Arkansas Financial Group Little Rock, Arkansas	$3.26M	-$82.5K	3	0.43%	Reduced
5984	KCM Kennicott Capital Management Corte Madera, California	$3.26M	$0	3	1.51%	Maintained
5985	WP WealthSpring Partners Long Beach, California	$3.26M	+$13.5K	2	2.8%	Increased
5986	Corvex Management New York	$3.25M	$0	1	0.1%	Maintained
5987	UFA Uptown Financial Advisors Dallas, Texas	$3.25M	+$4.11K	3	2.14%	Increased
5988	SIM Spark Investment Management New York	$3.25M	+$1.64M	7	6.34%	Increased
5989	PCM Potomac Capital Management New York	$3.24M	-$2.82M	3	2.21%	Reduced
5990	MFG Mustico Financial Group Elmira, New York	$3.24M	-$33.2K	3	2.11%	Reduced
5991	BCA Bay Capital Advisors Virginia Beach, Virginia	$3.24M	+$40.2K	3	1.74%	Increased
5992	SCA Scott Capital Advisors Portland, Oregon	$3.24M	+$471K	3	0.51%	Increased
5993	AWM Allen Wealth Management Boone, North Carolina	$3.23M	-$203K	1	1.57%	Reduced
5994	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$3.23M	+$385K	6	0.99%	Increased
5995	SAM Sherman Asset Management Ventura, California	$3.23M	+$693K	7	2.5%	Increased
5996	AC Avant Capital Lafayette, Louisiana	$3.22M	+$855K	5	2.02%	Increased
5997	WF WealthPoint Financial Cramerton, North Carolina	$3.22M	+$273K	4	2.35%	Increased
5998	CCM Charter Capital Management Brookfield, Wisconsin	$3.21M	+$261K	5	1.42%	Increased
5999	CP Capital Planning Bellevue, Washington	$3.21M	+$764K	5	0.94%	Increased
6000	SCG Sonata Capital Group Seattle, Washington	$3.21M	+$623K	4	1.04%	Increased