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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
3176	ZF Zhang Financial Portage, Michigan	$757K	+$100K	2	0.32%	Increased
3177	SCP Silverleafe Capital Partners Germantown, Tennessee	$751K	-$1.33M	2	0.5%	Reduced
3178	PI PHH Investments Addison, Texas	$746K	+$497K	2	0.21%	Increased
3179	JLBC J.L. Bainbridge & Co Sarasota, Florida	$741K	-$59.1K	2	0.11%	Reduced
3180	MWP Moller Wealth Partners	$740K	$0	2	0.36%	Maintained
3181	AFNAS American Financial Network Advisory Services Calabasas, California	$737K	-$874K	2	1.1%	Reduced
3182	BAM Baldrige Asset Management Allentown, Pennsylvania	$730K	+$5.85K	2	0.65%	Increased
3183	Scharf Investments Los Gatos, California	$726K	-$2.54K	1	0.03%	Reduced
3184	PCP Proficio Capital Partners Newton, Massachusetts	$724K	-$2.3M	3	0.27%	Reduced
3185	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$723K	-$1.11M	2	0.47%	Reduced
3186	Walleye Capital New York	$719K	-$1.1M	6	0.04%	Reduced
3187	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$718K	+$1.43K	1	0.28%	Increased
3188	AIP Almanack Investment Partners Wayne, Pennsylvania	$717K	-$146K	2	0.14%	Reduced
3189	TCB Texas Capital Bancshares Dallas, Texas	$710K	-$20.5K	2	1.15%	Reduced
3190	Advisory Alpha Holland, Michigan	$689K	+$722K	26	0.2%	New
3191	GSC G&S Capital Denver, Colorado	$689K	-$1.63M	6	0.4%	Reduced
3192	RMC Regis Management Company Menlo Park, California	$689K	$0	1	0.12%	Maintained
3193	BWM BigSur Wealth Management Miami, Florida	$682K	+$202K	2	0.46%	Increased
3194	LFA Landmark Financial Advisors Bowling Green, Kentucky	$679K	$0	2	0.42%	Maintained
3195	PGA Premia Global Advisors Coral Gables, Florida	$679K	-$610K	1	1.17%	Reduced
3196	SA SRH Advisors Salina, Kansas	$678K	+$5.61K	8	2.29%	Increased
3197	CAL Capital Advisors Ltd Shaker Heights, Ohio	$672K	-$214K	7	0.19%	Reduced
3198	MPW MA Private Wealth San Carlos, California	$668K	-$3.36M	1	0.19%	Reduced
3199	MSA Marino Stram & Associates Braintree, Massachusetts	$664K	+$31.6K	2	0.47%	Increased
3200	CF Corrigan Financial Middletown, Rhode Island	$664K	-$4.87K	2	0.49%	Reduced