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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
4251	ZIG Zuckerman Investment Group Chicago, Illinois	$841K	+$46.8K	2	0.15%	Increased
4252	MLIC Mandatum Life Insurance Company Helsinki, Finland	$840K	-$574K	2	0.19%	Reduced
4253	MWA Motive Wealth Advisors Birmingham, Michigan	$840K	-$172K	1	0.66%	Reduced
4254	AIA Arbor Investment Advisors Winston Salem, North Carolina	$839K	-$331K	2	0.18%	Reduced
4255	LF LifeSteps Financial Claremont, California	$837K	+$54.7K	1	0.87%	Increased
4256	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$834K	-$948K	3	0.61%	Reduced
4257	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$832K	-$32.6K	2	1.06%	Reduced
4258	PWM Prentice Wealth Management Rochester, New York	$832K	-$429K	4	0.85%	Reduced
4259	CF Clarity Financial Houston, Texas	$830K	-$11.8M	2	0.18%	Reduced
4260	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$829K	+$1.02M	1	0.18%	New
4261	POIA Pin Oak Investment Advisors Houston, Texas	$829K	+$4.22K	13	1.01%	Increased
4262	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$825K	+$328K	2	0.84%	Increased
4263	BWM BlackDiamond Wealth Management New York	$824K	+$135K	2	1.03%	Increased
4264	BV Boxwood Ventures Chicago, Illinois	$824K	+$102K	1	1.95%	Increased
4265	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$822K	-$2.91M	2	0.22%	Reduced
4266	CFG CKW Financial Group Honolulu, Hawaii	$815K	+$5.69K	7	0.14%	Increased
4267	BFP Briaud Financial Planning College Station, Texas	$813K	+$3.16K	1	0.53%	Increased
4268	OFW Omnia Family Wealth Aventura, Florida	$811K	-$249K	2	0.6%	Reduced
4269	HGWM Horst & Graben Wealth Management Portland, Oregon	$810K	+$66K	3	0.22%	Increased
4270	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$809K	+$703K	2	1.21%	Increased
4271	CI CPR Investments Rochester, Michigan	$808K	-$1.46M	3	1.21%	Reduced
4272	HW Hamilton Wealth Encino, California	$807K	+$217K	3	0.32%	Increased
4273	RP Regal Partners Sydney, NSW, Australia	$807K	+$1.06M	1	0.14%	New
4274	WAM WFA Asset Management Whitefish Bay, Wisconsin	$806K	+$1.19K	9	0.56%	Increased
4275	TW Towerpoint Wealth Sacramento, California	$803K	-$284K	2	0.48%	Reduced