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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
4776	ARIS Advanced Research Investment Solutions Los Angeles, California	$281K	-$68.6K	6	0.1%	Reduced
4777	AA Alta Advisers London, United Kingdom	$278K	$0	2	0.22%	Maintained
4778	SW Signify Wealth Saint Louis, Missouri	$276K	+$258K	1	0.17%	New
4779	LPWM Lake Point Wealth Management Rockwall, Texas	$274K	+$3.07K	17	0.12%	Increased
4780	DFA DHJJ Financial Advisors Naperville, Illinois	$273K	-$1.12K	1	0.13%	Reduced
4781	RCA Reitz Capital Advisors Freeland, Michigan	$272K	-$17.8K	1	0.19%	Reduced
4782	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$271K	-$63K	1	0.08%	Reduced
4783	SI SimpliFi Inc San Diego, California	$270K	+$237K	1	0.12%	New
4784	E ETFidea Syracuse, New York	$269K	+$270K	1	0.11%	New
4785	CA Cortland Associates St Louis, Missouri	$267K	$0	1	0.03%	Maintained
4786	CCM Courage Capital Management Nashville, Tennessee	$266K	$0	1	0.18%	Maintained
4787	Orgel Wealth Management Altoona, Wisconsin	$266K	+$249K	1	0.03%	New
4788	DA Dash Acquisitions Woodland Hills, California	$265K	+$248K	1	0.11%	New
4789	IFS Intelligent Financial Strategies Excelsior, Minnesota	$264K	+$247K	5	0.24%	New
4790	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$264K	+$247K	1	0.15%	New
4791	WIM Warwick Investment Management Bryan, Texas	$263K	+$264K	1	0.13%	New
4792	CCP Cassia Capital Partners Winston Salem, North Carolina	$262K	-$15.8M	1	0.18%	Reduced
4793	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$260K	$0	1	0.06%	Maintained
4794	LCM LRT Capital Management Austin, Texas	$260K	+$253K	1	0.2%	New
4795	NAM Nexpoint Asset Management Dallas, Texas	$260K	+$250K	1	0.04%	New
4796	NL NKCFO LLC Geneva, Illinois	$258K	+$165K	2	0.08%	Increased
4797	WCM Wealthcare Capital Management Richmond, Virginia	$257K	+$240K	1	0.02%	New
4798	EWA ERTS Wealth Advisors Marquette, Michigan	$253K	+$5.11K	1	0.06%	Increased
4799	AGA Arkos Global Advisors Houston, Texas	$252K	+$35.6K	1	0.08%	Increased
4800	NCMW Northern Capital Management (Washington) Spokane, Washington	$250K	$0	1	0.2%	Maintained