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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	ZF Zhang Financial Portage, Michigan	$687K	-$267K	2	0.29%	Reduced
3227	GAG GM Advisory Group Melville, New York	$686K	$0	2	0.22%	Maintained
3228	DM Diker Management New York	$682K	$0	1	0.28%	Maintained
3229	CCM Community Capital Management Plantation, Florida	$681K	-$703K	3	0.78%	Reduced
3230	RAG Roof Advisory Group Harrisburg, Pennsylvania	$678K	+$10.1K	1	0.39%	Increased
3231	WCG Weaver Consulting Group Huntington Beach, California	$673K	-$4.16K	18	0.37%	Reduced
3232	LFA Landmark Financial Advisors Bowling Green, Kentucky	$671K	$0	2	0.41%	Maintained
3233	ACM Alethea Capital Management Mercer Island, Washington	$667K	+$64.5K	1	0.43%	Increased
3234	SFA Semmax Financial Advisors Winston Salem, North Carolina	$667K	-$2.04M	9	0.43%	Reduced
3235	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$665K	$0	1	0.29%	Maintained
3236	SG Strid Group Newtown Square, Pennsylvania	$658K	$0	1	0.23%	Maintained
3237	MSA Marino Stram & Associates Braintree, Massachusetts	$652K	-$574K	2	0.48%	Reduced
3238	TWM Titus Wealth Management Larskpur, California	$649K	-$49.5K	2	0.64%	Reduced
3239	PIP Peachtree Investment Partners Indian River Shores,, Florida	$645K	+$208K	2	0.51%	Increased
3240	Scharf Investments Los Gatos, California	$645K	-$1.47M	1	0.03%	Reduced
3241	CM Columbus Macro New Castle, Pennsylvania	$641K	-$72.2K	1	0.14%	Reduced
3242	ECM Ensemble Capital Management San Francisco, California	$641K	+$26.8K	1	0.09%	Increased
3243	NWA New World Advisors Hingham, Massachusetts	$641K	+$634K	1	0.46%	Increased
3244	RWM RKL Wealth Management Lancaster, Pennsylvania	$638K	+$20.2K	2	0.12%	Increased
3245	CF Corrigan Financial Middletown, Rhode Island	$637K	-$273K	2	0.47%	Reduced
3246	EWA ERTS Wealth Advisors Marquette, Michigan	$635K	$0	2	0.35%	Maintained
3247	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$635K	-$216K	7	0.43%	Reduced
3248	LWA Lenox Wealth Advisors New York	$633K	+$42.6K	16	0.11%	Increased
3249	BFG Barber Financial Group Lenexa, Kansas	$632K	-$18.3K	1	0.15%	Reduced
3250	CIC Chase Investment Counsel Charlottesville, Virginia	$630K	-$1.75M	2	0.32%	Reduced