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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
3251	CCM Colorado Capital Management Boulder, Colorado	$309K	+$66.9K	1	0.21%	Increased
3252	NWM Northwest Wealth Management Spencer, Iowa	$308K	-$14.5K	10	0.23%	Reduced
3253	OFG Oxford Financial Group Carmel, Indiana	$304K	+$311K	1	0.16%	New
3254	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$303K	-$2.06K	1	0.2%	Reduced
3255	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$302K	-$666K	1	0.06%	Reduced
3256	SG Strid Group Newtown Square, Pennsylvania	$301K	$0	1	0.11%	Maintained
3257	ZF Zhang Financial Portage, Michigan	$300K	$0	1	0.15%	Maintained
3258	CJA C-J Advisory San Jose, California	$297K	+$9.93K	5	0.21%	Increased
3259	UIA UBP Investment Advisors Geneva, Switzerland	$297K	$0	1	0.35%	Maintained
3260	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$293K	+$40.8K	1	0.31%	Increased
3261	PA Parkside Advisors Berkeley, California	$292K	$0	1	0.21%	Maintained
3262	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$280K	$0	1	0%	Maintained
3263	ICA Infrastructure Capital Advisors New York	$279K	+$298K	1	0.03%	New
3264	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$279K	$0	1	0.25%	Maintained
3265	EWG Executive Wealth Group Kirkland, Washington	$277K	+$637	1	0.25%	Increased
3266	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$277K	-$441K	1	0.26%	Reduced
3267	ECM Engine Capital Management New York	$273K	+$297K	1	0.19%	New
3268	ACM Academy Capital Management Waco, Texas	$271K	-$29.2K	1	0.07%	Reduced
3269	SIS Sound Income Strategies Ft Lauderdale, Florida	$271K	+$9.35K	28	0.16%	Increased
3270	BFPW BOK Financial Private Wealth Denver, Colorado	$266K	-$214K	1	0.04%	Reduced
3271	CW Cabot-Wellington Boston, Massachusetts	$264K	$0	1	0.18%	Maintained
3272	AIA Allied Investment Advisors Billings, Montana	$263K	$0	1	0.21%	Maintained
3273	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$263K	-$120K	1	0.18%	Reduced
3274	CF Corrigan Financial Middletown, Rhode Island	$263K	+$29.7K	1	0.2%	Increased
3275	ESBC E.S. Barr & Co Lexington, Kentucky	$262K	-$10.2K	1	0.03%	Reduced