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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	HFP Holistic Financial Partners Indianapolis, Indiana	$543K	+$232K	1	0.48%	Increased
3252	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$540K	-$76K	1	0.21%	Reduced
3253	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$536K	+$14.9K	1	0.46%	Increased
3254	DA DSC Advisors Chicago, Illinois	$526K	+$51.4K	2	0.1%	Increased
3255	IA Independence Advisors Wayne, Pennsylvania	$521K	-$249K	2	0.13%	Reduced
3256	Check Capital Management Costa Mesa, California	$518K	-$325K	1	0.03%	Reduced
3257	B Bridgeworth Birmingham, Alabama	$517K	+$51.8K	2	0.2%	Increased
3258	KSCM Kamunting Street Capital Management Miami Beach, Florida	$516K	-$809K	1	0.45%	Reduced
3259	Benjamin Edwards Inc Clayton, Missouri	$513K	-$35.9K	7	1.11%	Reduced
3260	ME McIlrath & Eck Arlington, Washington	$512K	-$30.4K	21	0.27%	Reduced
3261	RBC Roble Belko & Company Sewickley, Pennsylvania	$512K	-$27.4K	10	0.15%	Reduced
3262	AIS American Investment Services Great Barrington, Massachusetts	$510K	+$2.16K	1	0.16%	Increased
3263	OWM Opes Wealth Management Menlo Park, California	$508K	+$202K	2	0.34%	Increased
3264	Robertson Stephens Wealth Management San Francisco, California	$507K	+$491K	2	0.26%	New
3265	VNB Virginia National Bank Charlottesville, Virginia	$504K	$0	2	0.41%	Maintained
3266	SI SCP Investment Orinda, California	$498K	+$212K	1	0.27%	Increased
3267	BFG Barber Financial Group Lenexa, Kansas	$495K	-$106K	1	0.11%	Reduced
3268	JC Jentner Corp Akron, Ohio	$494K	+$419	2	0.4%	Increased
3269	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$492K	-$695	2	0.27%	Reduced
3270	CFIA Cantor Fitzgerald Investment Advisors New York	$489K	$0	1	0.08%	Maintained
3271	PWP Personal Wealth Partners Bloomington, Minnesota	$489K	+$33.6K	25	0.23%	Increased
3272	PIM Progressive Investment Management Lake Oswego, Oregon	$487K	+$44K	1	0.26%	Increased
3273	Foundations Investment Advisors Phoenix, Arizona	$486K	-$40.7K	2	0.06%	Reduced
3274	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$486K	+$50.5K	1	0.39%	Increased
3275	GC Gibson Capital Wexford, Pennsylvania	$485K	+$242K	2	0.18%	Increased