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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
4001	Scharf Investments Los Gatos, California	$787K	-$35.3K	1	0.02%	Reduced
4002	KPWG KFA Private Wealth Group Tysons, Virginia	$783K	+$23.3K	2	0.43%	Increased
4003	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$781K	+$20.1K	8	0.33%	Increased
4004	MAG Mayfair Advisory Group Birmingham, Alabama	$781K	+$241K	2	1.24%	Increased
4005	AFS Annapolis Financial Services Annapolis, Maryland	$772K	+$64.2K	16	0.26%	Increased
4006	KCM Kathmere Capital Management Wayne, Pennsylvania	$771K	+$8.1K	3	0.15%	Increased
4007	BFG Barber Financial Group Lenexa, Kansas	$764K	+$36.2K	1	0.1%	Increased
4008	SC Steph & Co Marinette, Wisconsin	$762K	-$260K	6	0.49%	Reduced
4009	WGA Weather Gauge Advisory Williamsburg, Virginia	$757K	-$24.5K	1	0.88%	Reduced
4010	CWM Cahaba Wealth Management Atlanta, Georgia	$756K	+$1.85M	1	0.12%	Increased
4011	TAM Tucker Asset Management Littleton, Colorado	$754K	+$156K	9	0.34%	Increased
4012	HGWM Horst & Graben Wealth Management Portland, Oregon	$751K	+$4.51K	2	0.21%	Increased
4013	PFM Peak Financial Management Wellesley, Massachusetts	$747K	+$5.86K	2	0.25%	Increased
4014	MPW MA Private Wealth San Carlos, California	$736K	+$2.76K	1	0.15%	Increased
4015	ZCM Zebra Capital Management Stamford, Connecticut	$733K	+$19.1K	1	0.86%	Increased
4016	EPP ETF Portfolio Partners Leawood, Kansas	$728K	$0	2	0.29%	Maintained
4017	BWLSA Blue Water Life Science Advisors Larkspur, California	$726K	$0	1	0.27%	Maintained
4018	Alesco Advisors Pittsford, New York	$723K	$0	2	0.03%	Maintained
4019	ACM ACT Capital Management Wayne, Pennsylvania	$721K	+$577K	1	0.37%	New
4020	TC Tacita Capital Toronto, Ontario, Canada	$721K	-$6.33K	7	0.43%	Reduced
4021	BSI Bennett Selby Investments Falmouth, Maine	$720K	$0	1	0.49%	Maintained
4022	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$720K	-$32.1K	1	0.26%	Reduced
4023	RA Rodgers & Associates Lancaster, Pennsylvania	$717K	$0	2	0.12%	Maintained
4024	NEPPG New England Professional Planning Group Westerly, Rhode Island	$711K	+$235K	3	0.43%	Increased
4025	CAWM Capital Advisors Wealth Management Yakima, Washington	$705K	+$385K	2	0.26%	Increased