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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
3801	ME McIlrath & Eck Arlington, Washington	$1.39M	+$118K	27	0.42%	Increased
3802	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$1.38M	-$191K	4	0.23%	Reduced
3803	CS Capital Square Chattanooga, Tennessee	$1.38M	-$290K	2	1.02%	Reduced
3804	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$1.38M	+$103K	2	0.75%	Increased
3805	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.37M	+$366K	9	0.25%	Increased
3806	PRWA Platte River Wealth Advisors Louisville, Colorado	$1.37M	+$78K	2	0.52%	Increased
3807	PG Prostatis Group Hanover, Maryland	$1.36M	+$363K	2	0.93%	Increased
3808	BA Ballew Advisors Jackson, Mississippi	$1.36M	-$1.52M	2	0.94%	Reduced
3809	LFS Legacy Financial Strategies Overland Park, Kansas	$1.36M	+$84.2K	1	0.65%	Increased
3810	CWMU Caliber Wealth Management (Utah) Orem, Utah	$1.36M	+$641	1	0.96%	Increased
3811	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1.36M	+$154K	20	0.55%	Increased
3812	VIA Vantis Investment Advisers Miami, Florida	$1.34M	-$18.3M	1	1.69%	Reduced
3813	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$1.34M	$0	1	0.21%	Maintained
3814	OWA Opal Wealth Advisors Jericho, New York	$1.34M	-$272K	4	1.25%	Reduced
3815	SCA Strategic Capital Advisers Denver, Colorado	$1.33M	$0	2	1.1%	Maintained
3816	WAG Winthrop Advisory Group Boston, Massachusetts	$1.33M	+$368K	4	0.3%	Increased
3817	CPC Congress Park Capital Saratoga Springs, New York	$1.32M	+$189K	2	0.66%	Increased
3818	SIM SummerHaven Investment Management Stamford, Connecticut	$1.32M	+$31.5K	2	0.75%	Increased
3819	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.32M	+$13.2K	2	0.82%	Increased
3820	SCS Syquant Capital SAS Paris, France	$1.32M	+$173K	3	1.58%	Increased
3821	HG Harbor Group Bedford, New Hampshire	$1.31M	-$52.1K	2	0.86%	Reduced
3822	ETM Euclidean Technologies Management Seattle, Washington	$1.31M	$0	1	1.04%	Maintained
3823	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.31M	$0	3	1.99%	Maintained
3824	ST Sentinel Trust Houston, Texas	$1.3M	+$9.46K	3	0.2%	Increased
3825	SLF Sun Life Financial Toronto, Ontario, Canada	$1.3M	-$1.64M	2	0.07%	Reduced