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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
4151	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$444K	+$14.1K	1	0.05%	Increased
4152	PS Portfolio Solutions Royal Oak, Michigan	$444K	$0	1	0.05%	Maintained
4153	Check Capital Management Costa Mesa, California	$443K	$0	2	0.02%	Maintained
4154	GA Gateway Advisory Westfield, New Jersey	$443K	+$137K	2	0.09%	Increased
4155	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$442K	-$705K	2	0.24%	Reduced
4156	Magellan Asset Management Sydney, Australia	$439K	+$42.2K	3	0%	Increased
4157	HFS HBC Financial Services Seattle, Washington	$436K	-$1.29K	10	0.29%	Reduced
4158	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$434K	+$442K	2	0.25%	New
4159	AW Avion Wealth The Woodlands, Texas	$433K	-$52.3K	12	0.13%	Reduced
4160	BI Blooom Inc Overland Park, Kansas	$431K	-$1.17K	1	0.32%	Reduced
4161	NCM Next Capital Management New York	$429K	$0	1	0.27%	Maintained
4162	PFA Peak Financial Advisors Denver, Colorado	$429K	-$13.4K	1	0.37%	Reduced
4163	ABA American Beacon Advisors Irving, Texas	$428K	+$164K	1	10.06%	Increased
4164	MAS Managed Account Services Coconut Grove, Florida	$428K	-$1.08K	1	0.1%	Reduced
4165	MFM Mirsky Financial Management Rochester, New York	$423K	-$91.5K	1	0.19%	Reduced
4166	LAM Lingohr Asset Management Duesseldorf, Germany	$420K	$0	1	1.06%	Maintained
4167	BBNB Baker Boyer National Bank Walla Walla, Washington	$419K	+$657K	1	0.21%	New
4168	JMG Financial Group Downers Grove, Illinois	$419K	-$375	1	0.02%	Reduced
4169	SPP Single Point Partners Boston, Massachusetts	$418K	-$15.9K	1	0.14%	Reduced
4170	VC Veery Capital Wilmington, Delaware	$418K	-$225K	2	0.24%	Reduced
4171	BIA BHK Investment Advisors Birmingham, Alabama	$415K	-$145K	1	0.17%	Reduced
4172	CIR Clear Investment Research Alpharetta, Georgia	$415K	+$140	7	0.69%	Increased
4173	CWA Cornerstone Wealth Advisors Edina, Minnesota	$406K	+$62.9K	1	0.14%	Increased
4174	FA Forefront Analytics West Conshohocken, Pennsylvania	$405K	-$79.5K	1	0.16%	Reduced
4175	LIM Lagoda Investment Management New York	$405K	$0	1	0.19%	Maintained