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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
2351	DAS Daybright Advisory Services Miami, Florida	$63.8M	+$564K	8	15.23%	Increased
2352	IP Isthmus Partners Madison, Wisconsin	$63.8M	-$8.69M	10	6.17%	Reduced
2353	AIM Alpine Investment Management Hong Kong	$63.8M	+$58.4M	2	15.51%	Increased
2354	GWP Gateway Wealth Partners Appleton, Wisconsin	$63.7M	-$37.7M	32	3.82%	Reduced
2355	XI XXEC Inc Tulsa, Oklahoma	$63.7M	+$15.3M	1	8.27%	Increased
2356	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$63.6M	+$22.6M	24	12.74%	Increased
2357	FC Fulcrum Capital Seattle, Washington	$63.6M	-$3.2M	7	12.9%	Reduced
2358	PMWMG Parr McKnight Wealth Management Group Minneapolis, Minnesota	$63.5M	+$3.18M	14	7.52%	Increased
2359	Main Management ETF Advisors San Francisco, California	$63.3M	+$13.6M	13	1.92%	Increased
2360	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$63.2M	-$10.1M	6	10.54%	Reduced
2361	DI Deeter Investments Austin, Texas	$63.2M	-$88.7M	11	8.76%	Reduced
2362	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$63M	+$546K	8	14.04%	Increased
2363	NB Northwest Bancshares Warren, Pennsylvania	$62.9M	-$3.92M	16	11.33%	Reduced
2364	CWA Canvas Wealth Advisors Shawnee, Kansas	$62.9M	-$4.97M	16	8.77%	Reduced
2365	TIM Thompson Investment Management Madison, Wisconsin	$62.8M	-$13.4M	18	7.21%	Reduced
2366	IA Insight Advisors Newtown, Pennsylvania	$62.8M	-$2.07M	15	11.06%	Reduced
2367	AMM American Money Management Rancho Santa Fe, California	$62.7M	+$11.1M	16	8.96%	Increased
2368	AFC AFT Forsyth & Company West Palm Beach, Florida	$62.7M	-$9.01M	8	30.15%	Reduced
2369	HCM Hollencrest Capital Management Newport Beach, California	$62.6M	-$36.3M	64	4.08%	Reduced
2370	AHL Abel Hall LLC Baton Rouge, Louisiana	$62.6M	+$6.02M	58	10.81%	Increased
2371	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$62.4M	-$4.04M	21	9.11%	Reduced
2372	ZI ZEGA Investments Palm Beach Gardens, Florida	$62.4M	+$8.18M	15	6.41%	Increased
2373	HH HWG Holdings Houston, Texas	$62.4M	+$14.2M	5	14.11%	Increased
2374	RSC Red Spruce Capital Berwyn, Pennsylvania	$62.3M	-$807K	13	21.74%	Reduced
2375	LHC Little House Capital Braintree, Massachusetts	$62.3M	-$233K	9	14%	Reduced