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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
2201	SWM Sendero Wealth Management San Antonio, Texas	$73.2M	+$4.32M	14	7.29%	Increased
2202	WLG Williamson Legacy Group Carmel, Indiana	$73.1M	+$5.26M	15	36.29%	Increased
2203	CRWM Castle Rock Wealth Management Walnut Creek, California	$73.1M	+$8.81M	20	14.35%	Increased
2204	TFA Toth Financial Advisory Leesburg, Virginia	$73M	-$3.91M	50	7.13%	Reduced
2205	Everett Harris & Co Los Angeles, California	$73M	-$297K	17	0.9%	Reduced
2206	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$73M	+$7.48M	11	3.76%	Increased
2207	RFMS RWQ Financial Management Services Naples, Florida	$72.9M	-$1.06M	7	35.15%	Reduced
2208	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$72.7M	-$16.7M	13	6.59%	Reduced
2209	KJWM Kiley Juergens Wealth Management Olympia, Washington	$72.7M	-$16.2K	17	11.38%	Reduced
2210	WMA West Michigan Advisors Holland, Michigan	$72.6M	+$8.53M	24	13.8%	Increased
2211	TPI Trust Point Inc La Crosse, Wisconsin	$72.6M	-$475K	31	6.16%	Reduced
2212	OTL Oak Thistle LLC New York	$72.6M	-$51.8M	19	7.01%	Reduced
2213	TNA True North Advisors Dallas, Texas	$72.6M	+$1.02M	18	6.94%	Increased
2214	JPG Jordan Park Group San Francisco, California	$72.5M	$0	3	3.68%	Maintained
2215	RAA RWC Asset Advisors Miami, Florida	$72.4M	+$26.6M	1	16.1%	Increased
2216	AW Alteri Wealth Westlake Village, California	$72.3M	+$1.97M	19	19.98%	Increased
2217	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$72.3M	-$11.8M	52	8.04%	Reduced
2218	ACM Academy Capital Management Waco, Texas	$72.3M	-$610K	2	9.56%	Reduced
2219	NG NWK Group San Francisco, California	$72.3M	+$473K	5	22.29%	Increased
2220	LNB Ledyard National Bank	$72.2M	+$3.52M	23	5.79%	Increased
2221	GAAM Guinness Atkinson Asset Management Pasadena, California	$72.1M	-$185K	14	32.35%	Reduced
2222	ESC Eurizon SLJ Capital London,	$72.1M	+$9.43M	16	26.57%	Increased
2223	MIC Meridian Investment Counsel Lafayette, California	$72M	-$1.6M	15	15.46%	Reduced
2224	AP Anchyra Partners Atlanta, Georgia	$72M	+$4.56M	28	17.29%	Increased
2225	AHC Anderson Hoagland & Co St Louis, Missouri	$71.9M	-$1.12M	6	5.63%	Reduced