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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
4526	ECM Ensemble Capital Management San Francisco, California	$357K	$0	1	0.04%	Maintained
4527	AA AF Advisors Sacramento, California	$354K	+$217K	1	0.22%	Increased
4528	CWA Centennial Wealth Advisory Traverse City, Michigan	$354K	+$129K	1	0.2%	Increased
4529	IWP IAG Wealth Partners Waukesha, Wisconsin	$354K	+$2.06K	11	0.12%	Increased
4530	PBF Petix & Botte Financial La Mesa, California	$352K	-$1.84M	1	0.26%	Reduced
4531	C1AG Client 1st Advisory Group Dunedin, Florida	$350K	-$231K	1	0.21%	Reduced
4532	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$349K	-$108K	4	0.65%	Reduced
4533	JMG Financial Group Downers Grove, Illinois	$348K	$0	1	0.02%	Maintained
4534	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$348K	+$257K	1	0.15%	Increased
4535	ECAM East Coast Asset Management Essex, Massachusetts	$346K	$0	1	0.16%	Maintained
4536	RCA Reitz Capital Advisors Freeland, Michigan	$346K	-$190K	1	0.31%	Reduced
4537	AFO Allie Family Office Miami, Florida	$345K	$0	1	0.28%	Maintained
4538	LFA Level Financial Advisors East Amherst, New York	$345K	+$72.4K	12	0.25%	Increased
4539	RR Robotti Robert	$345K	$0	1	0.08%	Maintained
4540	TLFA True Link Financial Advisors San Francisco, California	$345K	$0	1	0.05%	Maintained
4541	T TRUADVICE Sarasota, Florida	$343K	$0	1	0.18%	Maintained
4542	PCMF Private Capital Management (Florida) Naples, Florida	$342K	+$118K	1	0.05%	Increased
4543	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$342K	-$3.2M	1	0.28%	Reduced
4544	FA Forefront Analytics West Conshohocken, Pennsylvania	$341K	+$42.1K	1	0.17%	Increased
4545	FCG Financial Connections Group Corte Madera, California	$340K	-$24.7K	12	0.3%	Reduced
4546	Blackstone Inc New York	$338K	+$101K	1	0%	Increased
4547	UMC United Maritime Capital New York	$338K	-$598K	1	3.09%	Reduced
4548	WF Warner Financial Bethesda, Maryland	$336K	+$361K	1	0.31%	Increased
4549	WFS Walker Financial Services Bowling Green, Kentucky	$335K	+$387K	1	0.33%	New
4550	MW Milestone Wealth Buffalo, New York	$331K	-$39.6K	6	0.35%	Reduced