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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
4226	SONA Asset Management (US) New York	$895K	$0	1	0.87%	Maintained
4227	EOCM Energy Opportunities Capital Management Austin, Texas	$892K	-$90K	1	2.55%	Reduced
4228	PBMares Wealth Management Williamsburg, Virginia	$890K	-$426K	3	0.38%	Reduced
4229	Leonard Rickey Investment Advisors Yakima, Washington	$884K	$0	1	0.39%	Maintained
4230	LWP Legacy Wealth Planning Reno, Nevada	$882K	+$8.1K	2	1.26%	Increased
4231	PFM Patton Fund Management Dallas, Texas	$882K	-$6.2M	1	0.33%	Reduced
4232	KEB Asset Management Springfield, Illinois	$881K	+$320K	1	0.55%	Increased
4233	Black Swift Group Boulder, Colorado	$874K	-$10M	1	0.41%	Reduced
4234	Sageworth Trust Lancaster, Pennsylvania	$872K	+$833K	26	0.07%	Increased
4235	ANHIM Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$866K	$0	1	0.59%	Maintained
4236	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$866K	-$484K	3	0.76%	Reduced
4237	LAM Lingohr Asset Management Duesseldorf, Germany	$864K	$0	2	2.3%	Maintained
4238	SEP Southland Equity Partners Wildwood, Missouri	$863K	+$34.7K	2	0.39%	Increased
4239	NWMG National Wealth Management Group Cincinnati, Ohio	$859K	-$218K	3	1.08%	Reduced
4240	Hemington Wealth Management Falls Church, Virginia	$857K	-$1.27M	3	0.34%	Reduced
4241	ICM Islay Capital Management Lubbock, Texas	$855K	-$47K	8	0.89%	Reduced
4242	Marquette Asset Management Minneapolis, Minnesota	$853K	-$263K	15	0.24%	Reduced
4243	EWM Endowment Wealth Management Appleton, Wisconsin	$852K	+$38.3K	3	1.03%	Increased
4244	Financial Consulate Hunt Valley, Maryland	$852K	-$323K	2	0.4%	Reduced
4245	Sharkey, Howes & Javer Denver, Colorado	$852K	-$28.3K	1	0.21%	Reduced
4246	PRWA Platte River Wealth Advisors Louisville, Colorado	$850K	-$159K	1	0.37%	Reduced
4247	II Ibex Investors Denver, Colorado	$849K	-$123K	1	0.53%	Reduced
4248	RCI RS Crum Inc Newport Beach, California	$849K	-$301K	2	0.44%	Reduced
4249	Strategic Wealth Investment Group Louisville, Kentucky	$848K	+$551K	2	0.21%	Increased
4250	JC JBF Capital Aspen, Colorado	$846K	+$679K	2	0.21%	Increased