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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
6026	GP Gallo Partners Bloomfield, New Jersey	$3.12M	-$486K	4	6.93%	Reduced
6027	CB Chris Bulman Roseville, California	$3.12M	+$684K	6	1.14%	Increased
6028	AFO Allie Family Office Miami, Florida	$3.12M	+$536K	3	1.15%	Increased
6029	RWM RMG Wealth Management Platteville, Wisconsin	$3.11M	+$9.62K	27	0.32%	Increased
6030	FNWA Financial Network Wealth Advisors Murray, Utah	$3.1M	+$201K	30	3.14%	Increased
6031	IWMO Integrated Wealth Management (Ohio) Uniontown, Ohio	$3.09M	+$664K	5	3.27%	Increased
6032	LCM Lionhunter Capital Management New York	$3.09M	+$2.33M	3	1.39%	New
6033	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$3.08M	+$347K	5	1.44%	Increased
6034	FWP Fiduciary Wealth Partners Boston, Massachusetts	$3.08M	+$382K	6	1.69%	Increased
6035	RFG RFP Financial Group Atlanta, Georgia	$3.06M	+$1.56M	2	1.37%	Increased
6036	CPC Cadia Private Client Parsippany, New Jersey	$3.06M	+$178K	3	2.2%	Increased
6037	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$3.06M	$0	5	0.84%	Maintained
6038	HCM Hillman Capital Management Bethesda, Maryland	$3.06M	-$965K	2	2.22%	Reduced
6039	VWM Verus Wealth Management De Pere, Wisconsin	$3.06M	+$775K	6	2.52%	Increased
6040	GCWM Guided Capital Wealth Management Houston, Texas	$3.05M	+$35.8K	1	1.78%	Increased
6041	FWP Family Wealth Partners Matthews, North Carolina	$3.05M	-$1.89M	7	0.94%	Reduced
6042	SA SAM Advisors Oakhurst, California	$3.04M	-$298K	2	0.83%	Reduced
6043	FPW Flywheel Private Wealth Los Altos, California	$3.03M	+$166K	7	1.5%	Increased
6044	AWA A4 Wealth Advisors Huntersville, North Carolina	$3.03M	+$173K	6	2.01%	Increased
6045	PFA Pathway Financial Advisors South Burlington, Vermont	$3.02M	-$953K	3	0.35%	Reduced
6046	SCA Sippican Capital Advisors Boston, Massachusetts	$3.02M	-$4.55K	1	1.84%	Reduced
6047	AL ADE LLC Baltimore, Maryland	$3.01M	+$1.14M	6	1.27%	Increased
6048	BAM Broyhill Asset Management Charlotte, North Carolina	$3.01M	-$402K	4	2.68%	Reduced
6049	MFG Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan	$3.01M	+$2.73M	4	25.55%	New
6050	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$3M	-$19K	2	2%	Reduced