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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
3226	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$382K	$0	2	0.21%	Maintained
3227	LFS Legacy Financial Strategies Overland Park, Kansas	$379K	+$371K	1	0.4%	New
3228	LWA Lenox Wealth Advisors New York	$378K	+$363K	16	0.11%	Increased
3229	ESBC E.S. Barr & Co Lexington, Kentucky	$375K	+$10K	1	0.04%	Increased
3230	CWM Catamount Wealth Management Westport, Connecticut	$374K	+$333K	3	0.21%	Increased
3231	SCP Silverleafe Capital Partners Germantown, Tennessee	$374K	+$392K	1	0.25%	New
3232	PC Pecaut & Co Sioux City, Iowa	$370K	-$65.4K	1	0.27%	Reduced
3233	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$367K	+$349K	1	0.22%	New
3234	ZF Zhang Financial Portage, Michigan	$367K	$0	1	0.18%	Maintained
3235	RWM Raffa Wealth Management Washington, District of Columbia	$364K	-$5.19K	6	0.14%	Reduced
3236	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$362K	$0	1	0.47%	Maintained
3237	RR Robotti Robert	$359K	$0	1	0.09%	Maintained
3238	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$353K	-$5.77K	1	0%	Reduced
3239	BWP BSW Wealth Partners Boulder, Colorado	$348K	+$655	1	0.14%	Increased
3240	AWS AJ Wealth Strategies New York	$344K	$0	1	0.09%	Maintained
3241	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$344K	$0	1	0.05%	Maintained
3242	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$343K	+$51.1K	1	0.3%	Increased
3243	QFA Quattro Financial Advisors The Woodlands, Texas	$335K	$0	1	0.09%	Maintained
3244	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$331K	$0	1	0.18%	Maintained
3245	WCM Wallace Capital Management Dallas, Texas	$318K	$0	2	0.05%	Maintained
3246	KC KHP Capital Tulsa, Oklahoma	$317K	+$300K	1	0.23%	New
3247	PA Planning Alternatives Birmingham, Michigan	$313K	$0	1	0.06%	Maintained
3248	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$309K	+$292K	2	0.63%	New
3249	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$307K	$0	1	0.16%	Maintained
3250	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$304K	+$43.6K	1	0.07%	Increased