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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
4051	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$653K	-$536K	1	0.25%	Reduced
4052	GM Granger Management New York	$650K	+$398K	2	0.13%	Increased
4053	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$646K	-$62.9K	2	0.21%	Reduced
4054	RA Resolute Advisors San Francisco, California	$645K	+$477K	21	0.1%	Increased
4055	HWM Howard Wealth Management Madison, Connecticut	$644K	$0	2	0.35%	Maintained
4056	SG Strid Group Newtown Square, Pennsylvania	$644K	$0	1	0.15%	Maintained
4057	SIM Spark Investment Management New York	$642K	$0	2	0.35%	Maintained
4058	WWM WJ Wealth Management Glendale, Arizona	$642K	-$18K	1	1.99%	Reduced
4059	CL CSS LLC Chicago, Illinois	$641K	-$382K	2	0.03%	Reduced
4060	BDWCC B&D White Capital Company Lakeway, Texas	$640K	-$298K	1	0.28%	Reduced
4061	MAM Marotta Asset Management Charlottesville, Virginia	$640K	+$30.2K	1	0.15%	Increased
4062	CPC Consolidated Planning Corp Atlanta, Georgia	$638K	-$4.17K	2	0.47%	Reduced
4063	SC Shellback Capital Boston, Massachusetts	$634K	-$10.1M	1	0.03%	Reduced
4064	MGIA Matthew Goff Investment Advisor Houston, Texas	$631K	$0	2	0.16%	Maintained
4065	CFC Coyle Financial Counsel Glenview, Illinois	$628K	$0	2	0.38%	Maintained
4066	Tenor Capital Management New York	$625K	$0	1	0.01%	Maintained
4067	HC Hatton Consulting Phoenix, Arizona	$622K	+$611K	2	0.49%	New
4068	CC Constitution Capital Shelton, Connecticut	$620K	+$48.1K	1	0.38%	Increased
4069	OMC Overbrook Management Corp New York	$618K	$0	2	0.13%	Maintained
4070	RFO RiverGlades Family Offices Naples, Florida	$613K	-$5.49K	2	0.47%	Reduced
4071	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$612K	+$58.7K	5	0.9%	Increased
4072	BWM BCGM Wealth Management Lafayette, Indiana	$608K	+$15.3K	1	0.36%	Increased
4073	SRCM Sage Rock Capital Management New York	$605K	+$609K	1	0.08%	New
4074	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$604K	-$33.7K	2	0.16%	Reduced
4075	CI CAZ Investments Houston, Texas	$600K	+$568K	1	0.19%	New