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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
5026	KGC Kennon-Green & Company New Albany, Ohio	$232K	$0	1	0.23%	Maintained
5027	CFP Cypress Financial Planning Haddon Heights, New Jersey	$232K	$0	1	0.13%	Maintained
5028	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$232K	-$1.54M	3	0.04%	Reduced
5029	RK Rather & Kittrell Knoxville, Tennessee	$231K	$0	1	0.09%	Maintained
5030	KBC Key Bridge Compliance	$230K	+$251K	1	0.07%	New
5031	FCC Flower City Capital Pittsford, New York	$230K	$0	1	0.23%	Maintained
5032	FA Financial Alternatives La Jolla, California	$229K	$0	1	0.21%	Maintained
5033	CFS Cannon Financial Strategists Athens, Georgia	$228K	+$14K	1	0.06%	Increased
5034	CWM Cadence Wealth Management Westborough, Massachusetts	$227K	$0	1	0.19%	Maintained
5035	BA Ballew Advisors Jackson, Mississippi	$226K	-$226K	1	0.19%	Reduced
5036	CS Capital Square Chattanooga, Tennessee	$226K	+$5.02K	1	0.3%	Increased
5037	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$226K	+$233K	10	0.18%	New
5038	SHFP Second Half Financial Partners Sebring, Florida	$224K	-$4.51M	1	0.11%	Reduced
5039	AFA Alpha Financial Advisors Charlotte, North Carolina	$223K	$0	1	0.14%	Maintained
5040	SC Sagefield Capital Dallas, Texas	$223K	+$83.6K	1	0.03%	Increased
5041	CSIA Carl Stuart Investment Advisor Austin, Texas	$222K	$0	1	0.18%	Maintained
5042	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$222K	+$217K	1	0.05%	New
5043	GA Greenhaven Associates Purchase, New York	$222K	$0	1	0%	Maintained
5044	PFA Pettinga Financial Advisors Evansville, Indiana	$221K	$0	1	0.07%	Maintained
5045	AFS Axiom Financial Strategies New Albany, Indiana	$221K	-$4.61K	1	0.15%	Reduced
5046	AA Aufman Associates Sewickley, Pennsylvania	$221K	$0	1	0.19%	Maintained
5047	ASFA All Season Financial Advisors Denver, Colorado	$220K	-$53.8K	1	0.22%	Reduced
5048	JJBC James J. Burns & Company Melville, New York	$220K	-$21.1K	1	0.06%	Reduced
5049	CAP Columbia Advisory Partners Spokane, Washington	$220K	+$216K	1	0.24%	New
5050	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$219K	+$226K	1	0.14%	New