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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
6601	PPW PACK Private Wealth Wayzata, Minnesota	$1.18M	+$2.41K	1	0.49%	Increased
6602	MCM MontVue Capital Management Lynchburg, Virginia	$1.17M	+$530K	4	0.68%	Increased
6603	PPF Pacific Park Financial Lagina Hills, California	$1.17M	+$209K	2	0.68%	Increased
6604	SPW Stillwater Private Wealth Glen Mills, Pennsylvania	$1.17M	-$272K	2	0.76%	Reduced
6605	NC Nokomis Capital Dallas, Texas	$1.17M	-$4.04M	1	0.4%	Reduced
6606	GSEP Golden State Equity Partners South Coast Metro, California	$1.17M	-$149M	19	3.15%	Reduced
6607	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$1.17M	+$483K	3	0.99%	Increased
6608	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$1.17M	+$508	1	0.11%	Increased
6609	BDWCC B&D White Capital Company Lakeway, Texas	$1.17M	-$3.96M	1	0.12%	Reduced
6610	JBI John Boyer Inc Tampa, Florida	$1.16M	-$199	1	1.01%	Reduced
6611	CGA Compound Global Advisors Mercer Island, Washington	$1.16M	-$340K	8	28.75%	Reduced
6612	BOC Bull Oak Capital San Diego, California	$1.16M	+$41.1K	2	0.39%	Increased
6613	VF Vawter Financial Columbus, Ohio	$1.16M	+$14.4K	2	0.44%	Increased
6614	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$1.16M	-$13.3M	1	0.06%	Reduced
6615	ODE O'Domhnaill Enterprises Cody, Wyoming	$1.16M	+$1.19M	1	0.92%	New
6616	CCM Colorado Capital Management Boulder, Colorado	$1.16M	+$95.8K	1	0.39%	Increased
6617	PP Pearl Planning Dexter, Michigan	$1.15M	+$447K	4	0.53%	Increased
6618	HA Hamel Associates Chatham, New Jersey	$1.15M	+$628K	5	0.32%	Increased
6619	BFS Burkett Financial Services Rock Hill, South Carolina	$1.14M	+$6.44K	4	0.36%	Increased
6620	FWM ForthRight Wealth Management Alpharetta, Georgia	$1.14M	+$501K	2	0.29%	Increased
6621	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$1.14M	-$57.4K	2	1.25%	Reduced
6622	CWM Collaborative Wealth Management Lake Mary, Florida	$1.14M	+$291K	2	0.48%	Increased
6623	TP Trailhead Planners Edina, Minnesota	$1.14M	+$206K	3	1.1%	Increased
6624	BGA Battery Global Advisors Boston, Massachusetts	$1.13M	+$277	8	0.57%	Increased
6625	NWA Northwest Wealth Advisors Bellingham, Washington	$1.13M	+$125K	2	0.65%	Increased