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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
2801	DLHL Donald L. Hagan LLC Sarasota, Florida	$232K	-$229K	1	0.22%	Reduced
2802	DSN D. Scott Neal Lexington, Kentucky	$232K	+$1.1K	5	0.21%	Increased
2803	SFS Summit Financial Strategies Columbus, Ohio	$232K	+$224K	1	0.17%	New
2804	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$229K	-$161K	4	0.01%	Reduced
2805	LI LVZ Inc Holland, Michigan	$229K	+$193K	2	0.1%	Increased
2806	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$226K	$0	1	0.28%	Maintained
2807	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$224K	$0	1	0.09%	Maintained
2808	Alesco Advisors Pittsford, New York	$216K	$0	1	0.02%	Maintained
2809	GC Gibson Capital Wexford, Pennsylvania	$216K	$0	1	0.08%	Maintained
2810	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$215K	$0	1	0.16%	Maintained
2811	ACM Academy Capital Management Waco, Texas	$214K	-$9.79M	1	0.06%	Reduced
2812	DII Domini Impact Investments New York	$211K	-$293K	1	9.04%	Reduced
2813	SGS Sterling Global Strategies Carlsbad, California	$211K	+$896	1	0.8%	Increased
2814	Waverly Advisors Birmingham, Alabama	$211K	-$23.8K	1	0.1%	Reduced
2815	Blackhill Capital Morristown, New Jersey	$210K	$0	1	0.03%	Maintained
2816	AFIA America First Investment Advisors Omaha, Nebraska	$209K	-$44K	5	0.09%	Reduced
2817	Avidian Wealth Enterprises Houston, Texas	$208K	-$338K	1	0.08%	Reduced
2818	ES Equitec Specialists Chicago, Illinois	$208K	+$172K	1	0.04%	New
2819	PBT Pictet Bank & Trust Nassau, Bahamas	$208K	-$278K	1	0.08%	Reduced
2820	SWA SFMG Wealth Advisors Plano, Texas	$207K	+$198K	1	0.05%	New
2821	SSA South Street Advisors New York	$206K	-$12.5K	1	0.06%	Reduced
2822	VFP Verus Financial Partners Richmond, Virginia	$206K	-$3.95K	1	0.09%	Reduced
2823	CFG CKW Financial Group Honolulu, Hawaii	$204K	+$10.4K	6	0.07%	Increased
2824	IA Independence Advisors Wayne, Pennsylvania	$203K	+$195K	1	0.11%	New
2825	Merriman Wealth Management Seattle, Washington	$202K	+$193K	1	0.06%	New