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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
6101	VIM VELA Investment Management New Albany, Ohio	$2.79M	+$177K	4	0.61%	Increased
6102	SA Stolz & Associates Tacoma, Washington	$2.78M	+$213K	3	1.74%	Increased
6103	BFP Birchwood Financial Partners Bloomington, Minnesota	$2.78M	-$33.3K	8	2.27%	Reduced
6104	VWA Valued Wealth Advisors Holladay, Utah	$2.77M	+$190K	36	1.01%	Increased
6105	GW Graetz Wealth Jenison, Michigan	$2.77M	-$182K	6	2.21%	Reduced
6106	UFPG United Financial Planning Group Hauppauge, New York	$2.77M	+$634K	33	1.41%	Increased
6107	Sprucegrove Investment Management Toronto, Ontario, Canada	$2.76M	-$3.07M	1	0.43%	Reduced
6108	Cornerstone Management Duluth, Georgia	$2.75M	+$154K	3	0.4%	Increased
6109	MA Macro Advisors York, Pennsylvania	$2.75M	+$577K	4	0.88%	Increased
6110	AC ASB Consultores Aventura, Florida	$2.75M	+$364K	8	4.16%	Increased
6111	ACL Applied Capital LLC Hollywood, Florida	$2.74M	$0	2	1.11%	Maintained
6112	PWM Parkshore Wealth Management Granite Bay, California	$2.74M	-$4.92K	3	0.79%	Reduced
6113	EAMS Eurizon Asset Management Slovakia Bratislava,	$2.74M	$0	1	68.48%	Maintained
6114	OE OFS Enterprise Kearney, Nebraska	$2.74M	+$336K	5	0.7%	Increased
6115	FB Finward Bancorp Munster, Indiana	$2.73M	-$17.9K	6	2.07%	Reduced
6116	PIA Polaris Investment Advisors Framingham, Massachusetts	$2.73M	+$575K	5	1.75%	Increased
6117	OWA ORBA Wealth Advisors Chicago, Illinois	$2.73M	-$989K	2	2.33%	Reduced
6118	WCL Wealth Care LLC Merritt Island, Florida	$2.72M	+$706K	5	2.21%	Increased
6119	HWM HBE Wealth Management Lincoln, Nebraska	$2.72M	-$109K	6	1.95%	Reduced
6120	TFA TPG Financial Advisors Portland, Oregon	$2.72M	+$582K	6	0.81%	Increased
6121	SFC Sprinkle Financial Consultants Littleton, Colorado	$2.71M	+$1.66M	2	1.06%	Increased
6122	SHFC Safe Harbor Family Capital Chapel Hill, North Carolina	$2.71M	+$334K	4	1.81%	Increased
6123	LA Layline Advisors Rochester, New York	$2.71M	+$1.56M	6	2.43%	Increased
6124	EAM Everstar Asset Management Mooresville, North Carolina	$2.7M	+$1.03M	4	1.3%	Increased
6125	AWM Alterna Wealth Management Houston, Texas	$2.7M	-$54.6K	4	1.55%	Reduced