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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
2876	LFA Landmark Financial Advisors Bowling Green, Kentucky	$592K	+$232	2	0.44%	Increased
2877	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$591K	-$24.7K	2	0.09%	Reduced
2878	PBT Pictet Bank & Trust Nassau, Bahamas	$590K	$0	1	0.17%	Maintained
2879	BBNB Baker Boyer National Bank Walla Walla, Washington	$589K	+$208K	2	2.41%	Increased
2880	KL Kinsight LLC Birmingham, Alabama	$583K	$0	2	0.32%	Maintained
2881	HA Harbor Advisors West Palm Beach, Florida	$582K	+$553K	2	0.25%	New
2882	WIA Westbourne Investment Advisors Annapolis, Maryland	$571K	-$26.7K	2	0.47%	Reduced
2883	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$569K	-$924K	3	0.65%	Reduced
2884	AWM AllSquare Wealth Management Albany, New York	$561K	+$167K	7	0.49%	Increased
2885	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$560K	+$11K	1	0.85%	Increased
2886	FHB First Hawaiian Bank Honolulu, Hawaii	$556K	-$25.3K	2	0.08%	Reduced
2887	LC Lincoln Capital Lincoln, Nebraska	$553K	-$4.6K	2	0.37%	Reduced
2888	PCFFS Pacific Center for Financial Services San Ramon, California	$550K	-$20.7K	8	0.39%	Reduced
2889	TFF The Family Firm Bethesda, Maryland	$549K	-$5.26K	2	0.26%	Reduced
2890	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$547K	+$534K	2	0.36%	New
2891	UM Ulysses Management New York	$545K	+$532K	1	0.08%	New
2892	Truepoint Inc Cincinnati, Ohio	$541K	-$403K	1	0.06%	Reduced
2893	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$540K	-$37.8K	5	0.24%	Reduced
2894	Circle Wealth Management Summit, New Jersey	$538K	-$22.5K	2	0.26%	Reduced
2895	ACM Alta Capital Management Salt Lake City, Utah	$534K	-$22M	2	0.04%	Reduced
2896	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$534K	$0	2	2.12%	Maintained
2897	CC Cedar Capital Barrington, Illinois	$527K	+$517K	2	0.22%	New
2898	CIM Cetera Investment Management El Segundo, California	$514K	-$305K	1	0.59%	Reduced
2899	MKC M. Kraus & Co Shelburne, Vermont	$513K	+$153	1	0.34%	Increased
2900	BLA Balter Liquid Alternatives Boston, Massachusetts	$511K	-$52.2K	1	0.73%	Reduced