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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
3376	CCM Colorado Capital Management Boulder, Colorado	$275K	$0	1	0.21%	Maintained
3377	TW Towerpoint Wealth Sacramento, California	$275K	$0	1	0.19%	Maintained
3378	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$272K	+$934	1	0.18%	Increased
3379	CFG CKW Financial Group Honolulu, Hawaii	$271K	$0	4	0.05%	Maintained
3380	RR Robotti Robert	$271K	$0	1	0.08%	Maintained
3381	SPL Smart Portfolios LLC Seattle, Washington	$271K	$0	1	0.24%	Maintained
3382	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$271K	+$885	19	0.21%	Increased
3383	FEG Financial Enhancement Group Anderson, Indiana	$266K	+$65.4K	3	0.07%	Increased
3384	KLI Kelman-Lazarov Inc Memphis, Tennessee	$264K	$0	1	0.13%	Maintained
3385	CA Crewe Advisors Salt Lake City, Utah	$263K	-$157K	5	0.12%	Reduced
3386	BWM Brickley Wealth Management San Mateo, California	$261K	-$1.97K	1	0.11%	Reduced
3387	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$259K	$0	1	0.03%	Maintained
3388	PFA Pettinga Financial Advisors Evansville, Indiana	$258K	$0	1	0.14%	Maintained
3389	SEM Suncoast Equity Management Tampa, Florida	$258K	$0	1	0.05%	Maintained
3390	MAS Managed Account Services Coconut Grove, Florida	$257K	-$3.01K	1	0.13%	Reduced
3391	SCM Stonehearth Capital Management Danvers, Massachusetts	$257K	$0	1	0.19%	Maintained
3392	RAM Riggs Asset Management Dallas, Pennsylvania	$256K	$0	5	0.13%	Maintained
3393	EWA Evolution Wealth Advisors Aventura, Florida	$254K	-$1.42M	18	0.12%	Reduced
3394	Advent Capital Management New York	$253K	-$6M	1	0%	Reduced
3395	IF Ironwood Financial Tucson, Arizona	$248K	$0	7	0.12%	Maintained
3396	LI LVZ Inc Holland, Michigan	$248K	$0	1	0.05%	Maintained
3397	AFIA America First Investment Advisors Omaha, Nebraska	$247K	$0	3	0.07%	Maintained
3398	BDF Black Diamond Financial Towson, Maryland	$243K	+$232K	1	0.18%	New
3399	CWM CCG Wealth Management San Diego, California	$242K	+$2.63K	1	0.17%	Increased
3400	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$240K	+$49.2K	1	0.09%	Increased