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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
5576	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$5.4M	+$1.37M	7	1.26%	Increased
5577	CWA Capital Wealth Alliance Scottsdale, Arizona	$5.4M	+$1.69M	7	2.5%	Increased
5578	MFPI Midwest Financial Partners Investments St. Cloud, Minnesota	$5.39M	+$336K	5	2.24%	Increased
5579	SMCM Sky-Mountain Capital Management Ketchum, Idaho	$5.39M	+$1.98M	3	3.86%	Increased
5580	HG Herbst Group Westport, Connecticut	$5.38M	+$4.15M	2	2.93%	New
5581	RBC Roble Belko & Company Sewickley, Pennsylvania	$5.37M	-$234K	23	0.58%	Reduced
5582	HAM Hedges Asset Management Reno, Nevada	$5.37M	+$4.03M	2	3.52%	New
5583	AFA Arlington Financial Advisors Santa Barbara, California	$5.36M	+$1.48M	9	0.68%	Increased
5584	AAG Asset Advisory Group Kinnelon, New Jersey	$5.36M	+$366K	7	2.34%	Increased
5585	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$5.36M	+$38.9K	5	2.3%	Increased
5586	SWM Shepherd Wealth Management Cincinnati, Ohio	$5.35M	-$93.3K	2	2.96%	Reduced
5587	RI Rinkey Investments San Diego, California	$5.35M	+$197K	7	1.26%	Increased
5588	MAS MPWM Advisory Solutions Alpharetta, Georgia	$5.34M	-$194K	24	2.45%	Reduced
5589	TCM Thoma Capital Management Towson, Maryland	$5.34M	-$86.5K	6	2.85%	Reduced
5590	W WorthPointe La Jolla, California	$5.33M	+$25.1K	10	1.34%	Increased
5591	TCGDR TB Capital Gestao de Recursos Rio De Janeiro,	$5.32M	-$9.66M	1	2.91%	Reduced
5592	WMN Wealth Management Nebraska Norfolk, Nebraska	$5.31M	+$283K	6	0.47%	Increased
5593	PIA Panoramic Investment Advisors Denver, Colorado	$5.31M	+$1.2M	7	2.54%	Increased
5594	IG IFS Group York, Pennsylvania	$5.31M	-$473K	5	7.29%	Reduced
5595	CIG Cairn Investment Group Vancouver, Washington	$5.3M	-$1.73M	2	2.34%	Reduced
5596	MAM MMA Asset Management Conshohocken, Pennsylvania	$5.29M	-$199K	4	1.68%	Reduced
5597	BTC Bank & Trust Company Litchfield, Illinois	$5.28M	-$122K	10	3.33%	Reduced
5598	CCMR Core Capital Management & Research Houston, Texas	$5.27M	+$5.78M	14	2.77%	New
5599	CI Cordant Inc Portland, Oregon	$5.27M	+$1.95M	17	1.9%	Increased
5600	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$5.27M	+$406K	21	2.8%	Increased