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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
3101	UCI Uncommon Cents Investing Janesville, Wisconsin	$979K	-$10.9K	1	0.63%	Reduced
3102	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$978K	+$14.1K	6	0.56%	Increased
3103	SCA Sippican Capital Advisors Boston, Massachusetts	$978K	+$35.6K	2	1.18%	Increased
3104	WDL Well Done LLC Holland, Michigan	$976K	+$211K	2	0.24%	Increased
3105	SHA Seneca House Advisors Richmond, Virginia	$970K	-$640K	2	0.92%	Reduced
3106	UAM UAS Asset Management New York	$969K	+$678K	1	0.39%	Increased
3107	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$966K	$0	1	0.34%	Maintained
3108	Valmark Advisers Akron, Ohio	$958K	+$87.6K	3	0.02%	Increased
3109	OFS OneAscent Financial Services Birmingham, Alabama	$952K	-$4.4M	2	4.25%	Reduced
3110	TIM Tortoise Investment Management White Plains, New York	$952K	-$85.6K	21	0.25%	Reduced
3111	Apollon Wealth Management Mount Pleasant, South Carolina	$950K	-$122K	1	1%	Reduced
3112	FAM Flaharty Asset Management Clearwater, Florida	$945K	+$2.61K	2	0.36%	Increased
3113	AFA Arlington Financial Advisors Santa Barbara, California	$942K	-$8.39K	1	0.54%	Reduced
3114	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$941K	+$48.2K	5	0.36%	Increased
3115	SL Signition LP New York	$934K	-$6.75M	4	3.75%	Reduced
3116	WCWM Willow Creek Wealth Management Sebastopol, California	$933K	-$6.83K	3	0.43%	Reduced
3117	CA Centerpoint Advisors Needham, Massachusetts	$929K	-$7.53K	9	0.74%	Reduced
3118	SFA Stewardship Financial Advisors Stockbridge, Georgia	$929K	-$1.61K	2	0.39%	Reduced
3119	B Bellecapital Zurich, Switzerland	$922K	+$97.7K	2	0.55%	Increased
3120	Simon Quick Advisors Morristown, New Jersey	$920K	+$189K	14	0.41%	Increased
3121	WPSG Wealth & Pension Services Group Atlanta, Georgia	$915K	+$13.5K	3	0.66%	Increased
3122	AWW Alan W. Weber	$913K	$0	2	0.4%	Maintained
3123	GQG Partners Ft. Lauderdale, Florida	$911K	-$3.08M	1	0.01%	Reduced
3124	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$906K	+$70	2	0.39%	Increased
3125	AG AlphaSimPlex Group Boston, Massachusetts	$899K	-$1.48M	1	0.34%	Reduced