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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
3301	AFA American Financial Advisors Marietta, Georgia	$467K	-$521K	1	0.09%	Reduced
3302	DA DSC Advisors Chicago, Illinois	$467K	+$9.6K	2	0.08%	Increased
3303	PWP Personal Wealth Partners Bloomington, Minnesota	$464K	+$124K	3	0.22%	Increased
3304	FEM Fulcrum Equity Management Plano, Texas	$462K	-$552K	1	0.22%	Reduced
3305	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$460K	+$120K	1	0.38%	Increased
3306	Soros Fund Management New York	$460K	-$27.9M	1	0.01%	Reduced
3307	ST Sentinel Trust Houston, Texas	$459K	-$2.49K	1	0.13%	Reduced
3308	SFG StrategIQ Financial Group Merrillville, Indiana	$459K	+$26.9K	1	0.13%	Increased
3309	PV Private Vista Chicago, Illinois	$456K	-$273K	2	0.11%	Reduced
3310	BWM BigSur Wealth Management Miami, Florida	$441K	-$265K	1	0.31%	Reduced
3311	MAM Marquette Asset Management Minneapolis, Minnesota	$438K	-$28.8K	8	0.15%	Reduced
3312	AWA Alaska Wealth Advisors Anchorage, Alaska	$435K	$0	1	0.05%	Maintained
3313	B Bridgeworth Birmingham, Alabama	$429K	-$253K	1	0.16%	Reduced
3314	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$423K	-$9.82K	1	0.11%	Reduced
3315	TF TLWM Financial San Antonio, Texas	$423K	+$411K	1	0.24%	New
3316	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$420K	-$12.2K	1	0.38%	Reduced
3317	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$414K	$0	2	0.22%	Maintained
3318	PWS Paragon Wealth Strategies Jacksonville, Florida	$414K	+$160K	1	0.22%	Increased
3319	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$413K	-$11.4K	1	0.31%	Reduced
3320	CA Crewe Advisors Salt Lake City, Utah	$412K	+$166K	6	0.13%	Increased
3321	Signature Estate & Investment Advisors Los Angeles, California	$412K	-$751K	1	0.03%	Reduced
3322	LFG LifePlan Financial Group Dayton, Ohio	$404K	-$1.24K	8	0.19%	Reduced
3323	SP Summit Partners Boston, Massachusetts	$398K	$0	1	0.07%	Maintained
3324	LP LGL Partners Philadelphia, Pennsylvania	$396K	+$31.9K	1	0.16%	Increased
3325	AMG Asset Management Group Stamford, Connecticut	$395K	+$4.77K	1	0.14%	Increased