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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
3126	TI Telemetry Investments New York	$726K	-$116K	1	0.28%	Reduced
3127	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$725K	-$744K	10	1.9%	Reduced
3128	WRM Weybosset Research & Management Province, Rhode Island	$718K	-$92K	2	0.44%	Reduced
3129	JPG Jordan Park Group San Francisco, California	$714K	+$718K	3	0.17%	New
3130	KFA Kabarec Financial Advisors Palatine, Illinois	$714K	+$698K	2	0.44%	New
3131	Merit Financial Group Alpharetta, Georgia	$713K	+$695K	2	0.15%	New
3132	CPA Columbia Pacific Advisors Seattle, Washington	$712K	-$1.44M	2	1.06%	Reduced
3133	LC Lincoln Capital Lincoln, Nebraska	$712K	+$19.2K	2	0.4%	Increased
3134	OPWM Oak Point Wealth Management Portage, Michigan	$709K	+$666K	5	0.7%	New
3135	GCA Gradient Capital Advisors San Diego, California	$707K	+$669K	2	0.72%	New
3136	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$690K	$0	2	0.75%	Maintained
3137	CI Capital Innovations Pewaukee, Wisconsin	$690K	-$40.6K	1	1.56%	Reduced
3138	PCFFS Pacific Center for Financial Services San Ramon, California	$690K	$0	8	0.42%	Maintained
3139	SP SWS Partners Columbus, Ohio	$690K	+$700K	10	0.52%	New
3140	SPCM Sound Point Capital Management New York	$689K	-$23.7M	1	0.14%	Reduced
3141	Dynasty Wealth Management St. Petersburg, Florida	$688K	+$659K	2	1.19%	New
3142	Truepoint Inc Cincinnati, Ohio	$684K	+$21.5K	1	0.06%	Increased
3143	CCM Coe Capital Management Highland Park, Illinois	$683K	-$61K	1	0.72%	Reduced
3144	RCG Ruggie Capital Group Tavares, Florida	$682K	+$35.6K	11	0.44%	Increased
3145	AIFS A&I Financial Services Lone Tree, Colorado	$681K	+$666K	1	1.34%	New
3146	SCI Stableford Capital II Scottsdale, Arizona	$680K	+$31.2K	1	0.46%	Increased
3147	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$675K	-$128K	3	0.51%	Reduced
3148	FHB First Hawaiian Bank Honolulu, Hawaii	$668K	+$611	2	0.08%	Increased
3149	FC Fore Capital New York	$666K	+$759K	1	0.26%	New
3150	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$665K	+$662K	1	0.35%	New