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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
2826	ZF Zhang Financial Portage, Michigan	$252K	-$120K	1	0.14%	Reduced
2827	DSN D. Scott Neal Lexington, Kentucky	$251K	-$8.84K	5	0.2%	Reduced
2828	SFS Summit Financial Strategies Columbus, Ohio	$251K	+$17.8K	1	0.18%	Increased
2829	Alesco Advisors Pittsford, New York	$249K	$0	1	0.02%	Maintained
2830	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$247K	$0	1	0.2%	Maintained
2831	AFIA America First Investment Advisors Omaha, Nebraska	$244K	+$5.26K	6	0.1%	Increased
2832	SWA SFMG Wealth Advisors Plano, Texas	$240K	+$1.24K	1	0.05%	Increased
2833	SSA South Street Advisors New York	$237K	$0	1	0.07%	Maintained
2834	Waverly Advisors Birmingham, Alabama	$237K	$0	1	0.1%	Maintained
2835	VFP Verus Financial Partners Richmond, Virginia	$236K	-$1.13K	1	0.11%	Reduced
2836	AWA Arete Wealth Advisors Chicago, Illinois	$235K	+$238K	1	0.13%	New
2837	CCM Colorado Capital Management Boulder, Colorado	$233K	-$14.2K	1	0.21%	Reduced
2838	Waratah Capital Advisors Toronto, Ontario, Canada	$228K	+$217K	1	0.04%	New
2839	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$227K	$0	1	0.31%	Maintained
2840	ACM Academy Capital Management Waco, Texas	$226K	$0	1	0.06%	Maintained
2841	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$226K	$0	1	0.07%	Maintained
2842	IA Independence Advisors Wayne, Pennsylvania	$225K	+$21.1K	1	0.11%	Increased
2843	PAS Professional Advisory Services Vero Beach, Florida	$219K	+$205K	1	0.05%	New
2844	GC Gibson Capital Wexford, Pennsylvania	$218K	$0	1	0.08%	Maintained
2845	CC Cedar Capital Barrington, Illinois	$217K	+$203K	1	0.08%	New
2846	Diversified Trust Memphis, Tennessee	$214K	-$3.3M	1	0.03%	Reduced
2847	AMG Asset Management Group Stamford, Connecticut	$211K	+$203K	1	0.09%	New
2848	Blackhill Capital Morristown, New Jersey	$211K	$0	1	0.04%	Maintained
2849	3C 361 Capital Denver, Colorado	$207K	-$16.6K	5	1.89%	Reduced
2850	BJ Brouwer & Janachowski Mill Valley, California	$207K	+$210K	1	0.05%	New