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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	SA SRH Advisors Salina, Kansas	$660K	-$9.38K	5	3.28%	Reduced
2827	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$657K	$0	2	0.48%	Maintained
2828	AE Wealth Management Topeka, Kansas	$640K	+$623K	2	0.26%	New
2829	BRCA Birch Run Capital Advisors Dallas, Texas	$631K	$0	1	0.21%	Maintained
2830	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$617K	-$180K	1	0.15%	Reduced
2831	SIM Strategic Investment Management Arlington, Virginia	$615K	-$558K	2	0.06%	Reduced
2832	RWA Wealth Partners Newton, Massachusetts	$609K	+$589K	1	0.55%	New
2833	SM SG3 Management Dorado, Puerto Rico	$604K	+$537K	1	0.1%	New
2834	SAM Solaris Asset Management New York	$601K	-$50.8K	7	0.39%	Reduced
2835	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$598K	-$11.4K	10	0.16%	Reduced
2836	Circle Wealth Management Summit, New Jersey	$597K	+$602K	2	0.32%	New
2837	MWP Moller Wealth Partners	$597K	-$22.7K	2	0.29%	Reduced
2838	RTS Round Table Services Westfield, New Jersey	$595K	+$575K	1	0.24%	New
2839	RC Reik & Co New York	$593K	-$71.3K	2	0.2%	Reduced
2840	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$591K	+$29.7K	2	0.09%	Increased
2841	Brighton Jones LLC Seattle, Washington	$590K	-$6.77M	2	0.22%	Reduced
2842	IWC Integrated Wealth Counsel Carmel, California	$571K	-$50K	7	1.23%	Reduced
2843	LI LVZ Inc Holland, Michigan	$570K	$0	3	0.23%	Maintained
2844	LFA Landmark Financial Advisors Bowling Green, Kentucky	$569K	+$902	2	0.46%	Increased
2845	HCM Harvest Capital Management Concord, New Hampshire	$568K	$0	1	0.25%	Maintained
2846	EA Euclid Advisors Hartford, Connecticut	$567K	-$2M	2	11.84%	Reduced
2847	GIM Guild Investment Management Los Angeles, California	$563K	+$531K	1	0.51%	New
2848	YCM Yorkville Capital Management New York	$563K	+$571K	1	0.56%	New
2849	KL Kinsight LLC Birmingham, Alabama	$562K	$0	2	0.29%	Maintained
2850	IF IRON Financial Northbrook, Illinois	$560K	-$84.4K	1	0.38%	Reduced