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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
3201	Krilogy Financial St. Louis, Missouri	$678K	-$1.3M	2	0.19%	Reduced
3202	TFS TrustCore Financial Services Brentwood, Tennessee	$669K	-$1.14M	8	0.37%	Reduced
3203	ACM Alethea Capital Management Mercer Island, Washington	$667K	-$630K	1	0.97%	Reduced
3204	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$665K	-$388K	2	0.39%	Reduced
3205	BFG Barber Financial Group Lenexa, Kansas	$663K	-$996	1	0.14%	Reduced
3206	CA Continuum Advisory Eagle, Idaho	$658K	-$229K	2	0.48%	Reduced
3207	Sageworth Trust Lancaster, Pennsylvania	$658K	-$95.2K	6	0.09%	Reduced
3208	PCFFS Pacific Center for Financial Services San Ramon, California	$656K	+$107K	10	0.35%	Increased
3209	Xponance Philadelphia, Pennsylvania	$655K	$0	1	0.25%	Maintained
3210	DLG Daniel L. Goodwin	$654K	-$309K	2	0.34%	Reduced
3211	ZF Zhang Financial Portage, Michigan	$654K	+$356K	2	0.32%	Increased
3212	BCM Beddow Capital Management Jackson, Wyoming	$653K	+$104K	1	0.36%	Increased
3213	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$652K	+$659K	2	0.61%	New
3214	SFP Shepherd Financial Partners Winchester, Massachusetts	$651K	-$1.48M	1	0.14%	Reduced
3215	LWM Lyons Wealth Management Winter Park, Florida	$649K	-$49K	1	2.12%	Reduced
3216	CI Capital Innovations Pewaukee, Wisconsin	$638K	-$14.3K	1	2.06%	Reduced
3217	VC Voit & Company Brookfield, Wisconsin	$634K	+$758K	1	0.8%	New
3218	FBCM Fort Baker Capital Management Larkspur, California	$633K	-$822K	1	0.34%	Reduced
3219	Larson Financial Group St Louis, Missouri	$626K	+$515K	17	0.58%	Increased
3220	CAM Costello Asset Management Feasterville, Pennsylvania	$624K	+$632K	1	0.81%	New
3221	ECM Ensemble Capital Management San Francisco, California	$621K	+$5.06K	1	0.11%	Increased
3222	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$621K	-$85.1K	1	0.23%	Reduced
3223	IWS Insight Wealth Strategies San Ramon, California	$619K	+$769K	2	0.19%	New
3224	HHGA Halbert Hargrove Global Advisors Long Beach, California	$618K	-$325K	2	0.14%	Reduced
3225	IR Invictus RG Hamilton, Bermuda	$618K	-$2.9M	1	2.14%	Reduced