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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
3276	SAS Stelac Advisory Services New York	$484K	+$469K	3	0.34%	New
3277	AFA American Financial Advisors Marietta, Georgia	$480K	-$22.2K	1	0.09%	Reduced
3278	CA Continuum Advisory Eagle, Idaho	$475K	-$405K	1	0.32%	Reduced
3279	PV Private Vista Chicago, Illinois	$473K	+$9.93K	2	0.13%	Increased
3280	RWM RKL Wealth Management Lancaster, Pennsylvania	$471K	-$194K	1	0.09%	Reduced
3281	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$461K	+$439K	3	0.15%	New
3282	ST Sentinel Trust Houston, Texas	$460K	$0	1	0.12%	Maintained
3283	BWM Biltmore Wealth Management Tempe, Arizona	$459K	+$448K	1	0.22%	New
3284	PFT Providence First Trust Scottsdale, Arizona	$456K	-$1.29M	1	0.29%	Reduced
3285	ACM Aljian Capital Management Carson City, Nevada	$455K	-$1.23M	1	0.38%	Reduced
3286	TWM Titus Wealth Management Larskpur, California	$454K	-$226K	1	0.42%	Reduced
3287	RGIA Rainier Group Investment Advisory Bellevue, Washington	$451K	+$194K	2	0.2%	Increased
3288	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$447K	-$8.8K	1	0.11%	Reduced
3289	SCG Sonata Capital Group Seattle, Washington	$444K	-$109K	1	0.3%	Reduced
3290	PIP Peachtree Investment Partners Indian River Shores,, Florida	$440K	-$257K	1	0.35%	Reduced
3291	LIA LBMC Investment Advisors Brentwood, Tennessee	$437K	+$146K	2	0.07%	Increased
3292	SFG StrategIQ Financial Group Merrillville, Indiana	$436K	$0	1	0.12%	Maintained
3293	W WealthOne Albany, New York	$436K	+$132K	1	0.31%	Increased
3294	Summit Trail Advisors New York	$435K	+$66.1K	1	0.15%	Increased
3295	CCM Community Capital Management Plantation, Florida	$433K	-$270K	1	0.47%	Reduced
3296	CCM Cobalt Capital Management Short Hills, New Jersey	$429K	+$452K	1	0.17%	New
3297	UIA UBP Investment Advisors Geneva, Switzerland	$424K	+$408K	2	0.34%	New
3298	BCM Bronte Capital Management Bondi Junction, Australia	$417K	+$89.2K	1	0.12%	Increased
3299	DP Denver PWM Denver, Colorado	$413K	+$401K	6	0.25%	New
3300	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$412K	-$1.77M	1	0.22%	Reduced