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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
4976	AWM Altus Wealth Management Ft Mitchell, Kentucky	$256K	-$183K	1	0.2%	Reduced
4977	AI Arrien Investments Boise, Idaho	$255K	$0	1	0.22%	Maintained
4978	ASGS Alpha Square Group S New York	$254K	+$199K	1	0.18%	New
4979	MIM Montgomery Investment Management Rockville, Maryland	$254K	+$199K	1	0.09%	New
4980	MA MAS Advisors Miami, Florida	$252K	+$207K	1	0.35%	New
4981	CFP Cypress Financial Planning Haddon Heights, New Jersey	$251K	-$16.2K	1	0.14%	Reduced
4982	AFS Axiom Financial Strategies New Albany, Indiana	$250K	$0	1	0.14%	Maintained
4983	KGC Kennon-Green & Company New Albany, Ohio	$246K	-$33K	1	0.23%	Reduced
4984	FA Financial Alternatives La Jolla, California	$245K	-$2.64K	1	0.22%	Reduced
4985	UFA US Financial Advisors Braintree, Massachusetts	$245K	+$193K	1	0.1%	New
4986	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$245K	+$192K	1	0.03%	New
4987	MWP Meredith Wealth Planning Maryville, Illinois	$245K	-$125K	1	0.2%	Reduced
4988	CFS Cannon Financial Strategists Athens, Georgia	$244K	-$2.75K	1	0.07%	Reduced
4989	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$243K	+$196K	1	0.1%	New
4990	SFS Searcy Financial Services Overland Park, Kansas	$243K	+$191K	1	0.14%	New
4991	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$241K	-$208K	1	0.19%	Reduced
4992	CSIA Carl Stuart Investment Advisor Austin, Texas	$238K	-$2.07M	1	0.18%	Reduced
4993	2L 25 LLC St. Louis, Missouri	$237K	+$41K	38	0.13%	Increased
4994	GA Greenhaven Associates Purchase, New York	$237K	$0	1	0%	Maintained
4995	CA Crane Advisory Fullerton, California	$235K	+$185K	1	0.07%	New
4996	MAM McCarthy Asset Management Redwood Shores, California	$235K	+$185K	1	0.16%	New
4997	JJBC James J. Burns & Company Melville, New York	$234K	-$158K	1	0.06%	Reduced
4998	GC Gibson Capital Wexford, Pennsylvania	$233K	-$172K	1	0.06%	Reduced
4999	Private Management Group Irvine, California	$232K	+$21.7K	1	0.01%	Increased
5000	PCI Planning Center Inc Moline, Illinois	$232K	-$21.2K	1	0.06%	Reduced