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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	POIA Pin Oak Investment Advisors Houston, Texas	$1.76M	-$61.5K	9	1.3%	Reduced
2877	PWA Providence Wealth Advisors Frankfort, Illinois	$1.76M	-$227K	2	1.72%	Reduced
2878	CGL Clarius Group LLC Seattle, Washington	$1.76M	+$529K	2	0.73%	Increased
2879	WCM Washington Capital Management Seattle, Washington	$1.75M	+$111K	4	1.8%	Increased
2880	AP Arlington Partners Birmingham, Alabama	$1.75M	+$16.7K	5	1.65%	Increased
2881	SFMG Wealth Advisors Plano, Texas	$1.74M	-$236K	4	0.28%	Reduced
2882	Keeley-Teton Advisors Chicago, Illinois	$1.73M	-$999K	1	0.12%	Reduced
2883	Woodard & Company Asset Management Group Bermuda Run, North Carolina	$1.72M	+$628K	7	1.67%	Increased
2884	FF Fluent Financial Dallas, Texas	$1.72M	-$1.3M	2	1.14%	Reduced
2885	EMB Elefante Mark B	$1.72M	+$73.7K	3	8.21%	Increased
2886	HFA High Falls Advisors Rochester, New York	$1.72M	-$61.2K	4	0.59%	Reduced
2887	CP Camelot Portfolios Maumee, Ohio	$1.72M	-$568K	5	0.73%	Reduced
2888	FA FCG Advisors Chatham, New Jersey	$1.72M	-$16.4K	4	0.62%	Reduced
2889	Well Done LLC Holland, Michigan	$1.71M	-$357K	3	0.51%	Reduced
2890	VCM Vivaldi Capital Management Chicago, Illinois	$1.71M	-$6.4M	3	1.41%	Reduced
2891	Gemmer Asset Management Walnut Creek, California	$1.7M	+$32.4K	44	0.59%	Increased
2892	TrustCore Financial Services Brentwood, Tennessee	$1.7M	+$44.1K	25	0.6%	Increased
2893	AIC Ayalon Insurance Company Ramat Gan, Israel	$1.69M	-$1.06M	1	1.42%	Reduced
2894	Highland Private Wealth Management Bellevue, Washington	$1.69M	+$926K	4	0.6%	Increased
2895	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.68M	+$494K	4	1.45%	Increased
2896	Abacus Planning Group Columbia, South Carolina	$1.68M	+$253K	2	1.26%	Increased
2897	PRHC P.R. Herzig & Co Roslyn Heights, New York	$1.68M	-$279K	1	3.66%	Reduced
2898	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.68M	+$1.21M	2	0.33%	Increased
2899	MFW Mosaic Family Wealth St. Louis, Missouri	$1.68M	+$33.8K	16	0.64%	Increased
2900	WA WESPAC Advisors Orinda, California	$1.67M	-$4.85M	1	1.73%	Reduced