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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
2651	JFS Wealth Advisors Hermitage, Pennsylvania	$645K	-$44.1K	17	0.19%	Reduced
2652	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$645K	-$204K	1	0.51%	Reduced
2653	Tiedemann Advisors New York	$636K	-$61	1	0.5%	Reduced
2654	Highland Private Wealth Management Bellevue, Washington	$634K	+$597K	2	0.37%	New
2655	AIS American Investment Services Great Barrington, Massachusetts	$632K	-$161K	1	0.31%	Reduced
2656	FAG Financial Advisory Group Houston, Texas	$631K	+$899	1	0.31%	Increased
2657	SA SRH Advisors Salina, Kansas	$625K	$0	6	3.44%	Maintained
2658	GFG Gray Financial Group Atlanta, Georgia	$612K	+$203K	2	0.24%	Increased
2659	SIM Strategic Investment Management Arlington, Virginia	$608K	-$312K	2	0.31%	Reduced
2660	KSCM Kamunting Street Capital Management Miami Beach, Florida	$605K	+$554K	1	1.22%	New
2661	Electron Capital Partners New York	$604K	-$731K	1	0.21%	Reduced
2662	Eagle Capital Management (New York) New York	$592K	-$215K	1	0%	Reduced
2663	Windward Capital Management Los Angeles, California	$586K	+$31.4K	2	0.11%	Increased
2664	IF IRON Financial Northbrook, Illinois	$583K	+$16.3K	1	0.59%	Increased
2665	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$580K	-$311K	4	1.94%	Reduced
2666	Kays Financial Advisory Atlanta, Georgia	$579K	+$550K	1	0.29%	New
2667	MWP Moller Wealth Partners	$576K	$0	2	0.34%	Maintained
2668	Capital Planning Advisors Roseville, California	$565K	+$109K	1	0.27%	Increased
2669	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$563K	-$177K	1	0.59%	Reduced
2670	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$561K	+$32.6K	2	0.44%	Increased
2671	AC Amici Capital New York	$556K	-$43.5M	2	0.07%	Reduced
2672	FDS First Dallas Securities Dallas, Texas	$556K	+$16.8K	2	0.45%	Increased
2673	FFT Wealth Management Philadelphia, Pennsylvania	$555K	+$496K	1	0.24%	New
2674	LFA Landmark Financial Advisors Bowling Green, Kentucky	$554K	+$32.6K	2	0.56%	Increased
2675	SFM Signature Financial Management Norfolk, Virginia	$553K	-$201K	1	0.27%	Reduced