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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
4626	CWA Cornerstone Wealth Advisors Edina, Minnesota	$262K	$0	1	0.1%	Maintained
4627	RWM Reston Wealth Management Reston, Virginia	$262K	-$189	1	0.15%	Reduced
4628	Simplify Asset Management Las Vegas, Nevada	$260K	-$2.98M	1	0.01%	Reduced
4629	UI Unconventional Investor Portsmouth, New Hampshire	$260K	$0	1	0.27%	Maintained
4630	JAFL Jay A. Fishman Ltd Troy, Michigan	$260K	+$115K	1	0.04%	Increased
4631	Advance Capital Management Southfield, Michigan	$259K	-$90.2K	1	0.03%	Reduced
4632	Delta Accumulation LLC Sausalito, California	$259K	+$1.63K	1	0.12%	Increased
4633	BI Blooom Inc Overland Park, Kansas	$258K	+$21.5K	1	0.44%	Increased
4634	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$257K	+$10K	1	0.27%	Increased
4635	CPA Capital Performance Advisors Walnut Creek, California	$256K	-$529K	1	0.16%	Reduced
4636	FSC Full Sail Capital Oklahoma City, Oklahoma	$256K	-$1.39M	1	0.02%	Reduced
4637	CAP Columbia Advisory Partners Spokane, Washington	$254K	+$111K	1	0.29%	Increased
4638	LFG Lockerman Financial Group Newport Beach, California	$254K	-$221K	1	0.81%	Reduced
4639	SHWM Silicon Hills Wealth Management Austin, Texas	$252K	$0	1	0.18%	Maintained
4640	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$250K	$0	1	0.13%	Maintained
4641	RFO RiverGlades Family Offices Naples, Florida	$246K	$0	1	0.23%	Maintained
4642	PTC Provident Trust Company Waukesha, Wisconsin	$245K	-$227K	1	0.01%	Reduced
4643	P Palladiem Bryn Mawr, Pennsylvania	$244K	$0	1	0.24%	Maintained
4644	MIM Macroview Investment Management Bethesda, Maryland	$243K	-$101K	18	0.4%	Reduced
4645	BWM Benchmark Wealth Management Old Lyme, Connecticut	$242K	$0	1	0.18%	Maintained
4646	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$242K	$0	11	0.32%	Maintained
4647	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$242K	-$12.1K	16	0.1%	Reduced
4648	WFA WestHill Financial Advisors San Rafael, California	$241K	-$227K	1	0.08%	Reduced
4649	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$240K	-$423K	1	0.12%	Reduced
4650	SA Sunesis Advisors Overland Park, Kansas	$240K	$0	1	0.16%	Maintained