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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
6326	VWA Vistica Wealth Advisors Carlsbad, California	$2.03M	-$84.4K	4	1.76%	Reduced
6327	WAN Wealth Advisors Northwest Portland, Oregon	$2.03M	+$995K	4	0.69%	Increased
6328	CAM Capital Asset Management Denver, Colorado	$2.02M	-$723K	2	4.55%	Reduced
6329	TCM Thomist Capital Management Houston, Texas	$2.01M	+$250K	3	0.64%	Increased
6330	RPA Redwood Park Advisors Redwood City, California	$2.01M	+$41.7K	20	1.32%	Increased
6331	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$2.01M	+$1.49M	3	0.85%	Increased
6332	JFG Juno Financial Group Richmond, Virginia	$2M	+$567K	4	0.71%	Increased
6333	EA Evergreen Advisors Chattanooga, Tennessee	$2M	+$367K	4	0.43%	Increased
6334	LDNAM Lepercq De Neuflize Asset Management New York	$2M	-$776K	3	1.27%	Reduced
6335	BI Breachway Investments Charlestown, Rhode Island	$2M	+$229K	4	3.01%	Increased
6336	T TrueFG Cedar Park, Texas	$1.99M	-$106K	4	0.47%	Reduced
6337	PM Plustick Management Charlottesville, Virginia	$1.99M	+$1.93M	1	0.74%	New
6338	SA Skyline Advisors Bellingham, Washington	$1.99M	+$43.2K	4	0.62%	Increased
6339	KA Kooman & Associates Altoona, Pennsylvania	$1.99M	+$219K	2	0.53%	Increased
6340	HP Holowesko Partners Nassau, Bahamas	$1.99M	-$23M	1	0.5%	Reduced
6341	TWCA Two West Capital Advisors Overland Park, Kansas	$1.99M	-$11K	4	0.99%	Reduced
6342	OFP OLIO Financial Planning Mclean, Virginia	$1.99M	-$112K	3	0.49%	Reduced
6343	SWM SpringVest Wealth Management Dallas, Texas	$1.98M	+$558K	3	1.24%	Increased
6344	AA AlphaCentric Advisors San Juan, Puerto Rico	$1.97M	+$696K	9	1.67%	Increased
6345	MW Merited Wealth North Bay Village, Florida	$1.97M	+$15.1K	2	1.39%	Increased
6346	NWM Navigate Wealth Management Birmingham, Alabama	$1.96M	+$5.46K	4	1.22%	Increased
6347	BFS Boyer Financial Services Newport Beach, California	$1.96M	+$381K	4	1.66%	Increased
6348	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$1.96M	+$180K	2	1.06%	Increased
6349	GC Gruss & Co West Palm Beach, Florida	$1.96M	+$206K	2	4.8%	Increased
6350	KFG Kelly Financial Group Wethersfield, Connecticut	$1.95M	+$284K	4	0.43%	Increased