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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
3726	ETS ESL Trust Services Rochester, New York	$231K	$0	1	0.1%	Maintained
3727	PEA Pacific Edge Advisors Corona Del Mar, California	$231K	+$205K	1	0.14%	New
3728	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$230K	+$196K	1	0.2%	New
3729	Advisory Alpha Holland, Michigan	$229K	-$570K	1	0.05%	Reduced
3730	HS Horan Securities Cincinnati, United States	$225K	+$25K	10	0.25%	Increased
3731	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$225K	$0	1	0.14%	Maintained
3732	KLI Kelman-Lazarov Inc Memphis, Tennessee	$223K	+$215K	1	0.1%	New
3733	WFA Wellspring Financial Advisors Cleveland, Ohio	$223K	-$23.9K	1	0.09%	Reduced
3734	BCM Brown Capital Management Baltimore, Maryland	$218K	+$211K	1	0%	New
3735	AIA Alera Investment Advisors Deerfield, Illinois	$217K	+$209K	1	0.11%	New
3736	BFG Bouchey Financial Group Troy, New York	$217K	+$217K	1	0.05%	New
3737	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$217K	+$194K	1	0.16%	New
3738	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$217K	+$191K	1	0.02%	New
3739	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$217K	+$217K	1	0.07%	New
3740	WPIC White Pine Investment Company Livonia, Michigan	$216K	+$216K	1	0.11%	New
3741	SCM Segantii Capital Management Hong Kong	$212K	+$198K	1	0.01%	New
3742	CW Cabot-Wellington Boston, Massachusetts	$211K	$0	1	0.14%	Maintained
3743	RWM Reston Wealth Management Reston, Virginia	$211K	+$180K	1	0.15%	New
3744	AIM AMI Investment Management Kendallville, Indiana	$209K	+$6.58K	1	0.11%	Increased
3745	LI Latash Investments Anchorage, Alaska	$207K	+$207K	1	0.32%	New
3746	RCA Reitz Capital Advisors Freeland, Michigan	$206K	+$182K	3	0.26%	New
3747	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$205K	+$210K	1	0.09%	New
3748	PFG Piershale Financial Group Barrington, Illinois	$205K	+$175K	1	0.12%	New
3749	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$204K	-$137K	1	0.11%	Reduced
3750	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$202K	$0	3	0.11%	Maintained