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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
4576	KAM KEB Asset Management Springfield, Illinois	$921K	+$4.16K	2	0.38%	Increased
4577	QF QVT Financial New York	$917K	$0	1	0.05%	Maintained
4578	DAM Diamant Asset Management Ridgefield, Connecticut	$911K	$0	2	0.7%	Maintained
4579	Conestoga Capital Advisors Wayne, Pennsylvania	$909K	-$110K	1	0.01%	Reduced
4580	NCG Newport Capital Group Red Bank, New Jersey	$908K	+$868K	1	0.46%	New
4581	WFA Wellspring Financial Advisors Cleveland, Ohio	$908K	+$175K	2	0.26%	Increased
4582	CWA Consilio Wealth Advisors Bellevue, Washington	$907K	+$202K	2	0.5%	Increased
4583	FA Fountainhead AM Warren, New Jersey	$903K	-$4.65K	1	0.32%	Reduced
4584	QC QCM Cayman Houston, Texas	$901K	-$140K	3	5.3%	Reduced
4585	VW Vance Wealth Santa Clarita, California	$899K	-$5.64K	2	0.41%	Reduced
4586	OIM Oder Investment Management Woodland Hills, California	$898K	-$18.3K	2	0.98%	Reduced
4587	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$898K	-$56.7K	12	0.37%	Reduced
4588	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$896K	-$2.17M	1	0.2%	Reduced
4589	QL Quarry LP New York	$893K	-$627K	24	0.29%	Reduced
4590	SCA Southern Capital Advisors Jackson, Tennessee	$892K	-$548K	1	0.68%	Reduced
4591	PWM Penobscot Wealth Management Portland, Maine	$885K	+$2.25K	1	0.65%	Increased
4592	CWP Corepath Wealth Partners Scottsdale, Arizona	$883K	$0	2	0.52%	Maintained
4593	I IMPACTfolio Denver, Colorado	$883K	+$20.3K	3	0.7%	Increased
4594	MFG Mainsail Financial Group Bellevue, Washington	$882K	-$45.3K	1	0.83%	Reduced
4595	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$880K	+$9.97K	22	0.48%	Increased
4596	EL EWA LLC Pittsbugh, Pennsylvania	$879K	+$414K	3	0.6%	Increased
4597	PS Planned Solutions Folsom, California	$875K	-$98.9K	3	0.52%	Reduced
4598	TC TAP Consulting Kirkwood, Missouri	$870K	-$18.6K	2	0.21%	Reduced
4599	HPWM High Pines Wealth Management Duxbury, Massachusetts	$868K	-$332	1	1.32%	Reduced
4600	EA Eudaimonia Advisors Winchester, Tennessee	$866K	+$258K	3	0.58%	Increased