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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
4351	IAG Investment Advisory Group Hanover, Massachusetts	$658K	+$13.2K	2	0.45%	Increased
4352	BWM BCGM Wealth Management Lafayette, Indiana	$653K	+$26.7K	1	0.33%	Increased
4353	MW Marks Wealth Annapolis, Maryland	$653K	-$51.3M	1	0.77%	Reduced
4354	NIM Nicollet Investment Management Minneapolis, Minnesota	$653K	+$11.7K	1	0.35%	Increased
4355	EML Eos Management LP New York	$652K	$0	1	0.5%	Maintained
4356	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$651K	+$385K	2	0.08%	Increased
4357	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$647K	-$41.8K	1	0.03%	Reduced
4358	GCM G2 Capital Management Columbus, Ohio	$644K	$0	1	0.3%	Maintained
4359	DA Drake & Associates Waukesha, Wisconsin	$642K	+$799K	1	0.36%	New
4360	MLM Mount Lucas Management Newtown, Pennsylvania	$642K	-$908K	3	0.22%	Reduced
4361	MSA McAlister Sweet & Associates Houston, Texas	$638K	+$124K	1	0.65%	Increased
4362	SWP Summit Wealth Partners Orlando, Florida	$634K	-$415K	2	0.17%	Reduced
4363	PWM Penobscot Wealth Management Portland, Maine	$634K	+$11.3K	1	0.62%	Increased
4364	AFG Affinia Financial Group Burlington, Massachusetts	$632K	-$22.4K	2	0.53%	Reduced
4365	MCM McDonough Capital Management Orlando, Florida	$624K	+$133K	1	0.69%	Increased
4366	NCA New Century Advisors Chevy Chase, Maryland	$624K	-$2.13M	5	0.71%	Reduced
4367	PIP Peachtree Investment Partners Indian River Shores,, Florida	$623K	-$1.29M	1	0.39%	Reduced
4368	SC Schubert & Co Mckinney, Texas	$623K	+$259K	62	0.58%	Increased
4369	OA Operose Advisors Milwaukee, Wisconsin	$622K	-$32.5K	11	0.44%	Reduced
4370	CW Cook Wealth Raleigh, North Carolina	$620K	-$2.81K	2	0.64%	Reduced
4371	B BetterWealth San Jose, California	$619K	-$220K	2	0.31%	Reduced
4372	GWA Gibson Wealth Advisors Tyler, Texas	$616K	+$90.2K	5	0.69%	Increased
4373	JSAM J. Safra Asset Management New York	$615K	+$46.2K	1	0.07%	Increased
4374	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$613K	-$944K	2	0.48%	Reduced
4375	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$608K	-$301K	1	0.34%	Reduced