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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
4651	TFO Tarbox Family Office Newport Beach, California	$747K	+$170	2	0.15%	Increased
4652	BA Bridge Advisory Pasadena, California	$747K	-$7.3K	1	0.27%	Reduced
4653	CSC Cove Street Capital El Segundo, California	$746K	-$236K	1	0.23%	Reduced
4654	MFA Morling Financial Advisors Fremont, California	$745K	-$303K	2	0.72%	Reduced
4655	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$743K	+$319K	3	0.45%	Increased
4656	AGA Arkos Global Advisors Houston, Texas	$743K	+$219K	2	0.14%	Increased
4657	BIP Blue Investment Partners Alamo, California	$742K	+$32.2K	2	0.57%	Increased
4658	AIS AM Investment Strategies Chattanooga, Tennessee	$738K	+$163K	3	0.23%	Increased
4659	HP Hilltop Partners Mishawaka, Indiana	$736K	+$605K	1	0.31%	New
4660	T TNF Billings, Montana	$736K	$0	2	0.32%	Maintained
4661	MCM McMillion Capital Management Greensboro, North Carolina	$736K	+$116K	6	0.66%	Increased
4662	ACM Atalaya Capital Management New York	$735K	$0	1	0.36%	Maintained
4663	FA Forefront Analytics West Conshohocken, Pennsylvania	$735K	-$234K	1	0.42%	Reduced
4664	WRM Weybosset Research & Management Province, Rhode Island	$734K	-$218K	1	0.27%	Reduced
4665	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$729K	+$320K	2	0.13%	Increased
4666	CIR Clear Investment Research Alpharetta, Georgia	$725K	+$30.6K	12	1.22%	Increased
4667	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$724K	+$392K	2	0.27%	Increased
4668	LAM Lingohr Asset Management Duesseldorf, Germany	$721K	$0	1	1.84%	Maintained
4669	BI Berkeley Inc Boise, Idaho	$721K	+$5.86K	1	0.49%	Increased
4670	FWA FOCUS Wealth Advisors Houston, Texas	$716K	$0	2	0.48%	Maintained
4671	FAM Flaharty Asset Management Clearwater, Florida	$715K	-$146K	2	0.12%	Reduced
4672	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$714K	+$449K	1	0.19%	Increased
4673	OWP Old Well Partners Charlotte, North Carolina	$714K	$0	1	0.64%	Maintained
4674	SWM Sanctuary Wealth Management Pocatello, Idaho	$714K	+$612K	14	0.76%	New
4675	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$710K	-$23.4K	2	0.45%	Reduced