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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
6226	FF Farrell Financial Orchard Park, New York	$2.3M	+$830K	5	1.25%	Increased
6227	CFO Custos Family Office Austin, Texas	$2.3M	-$169K	3	1.38%	Reduced
6228	Systelligence LLC Bloomington, Minnesota	$2.3M	+$1.91M	1	0.38%	New
6229	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.3M	+$441K	2	1.26%	Increased
6230	CF Calder Financial Downingtown, Pennsylvania	$2.29M	+$407K	3	2.16%	Increased
6231	Summit Partners Boston, Massachusetts	$2.28M	-$14.4M	1	0.38%	Reduced
6232	GBA Garrison Bradford & Associates New York	$2.28M	-$22K	1	2.47%	Reduced
6233	ES ETF Store Overland Park, Kansas	$2.27M	+$1.14M	5	1.9%	Increased
6234	Wealthcare Capital Management Richmond, Virginia	$2.27M	+$817K	5	0.22%	Increased
6235	LWM Luminvest Wealth Management Scottsdale, Arizona	$2.27M	+$734K	4	0.53%	Increased
6236	SPP Single Point Partners Boston, Massachusetts	$2.27M	+$1.09M	6	0.4%	Increased
6237	APW Acima Private Wealth Richmond, Virginia	$2.27M	-$278K	6	0.66%	Reduced
6238	PIC Portland Investment Counsel Burlington, Ontario, Canada	$2.26M	$0	1	0.63%	Maintained
6239	SCA Southern Capital Advisors Jackson, Tennessee	$2.26M	+$233K	3	0.94%	Increased
6240	CWM Clearview Wealth Management Irvine, California	$2.26M	+$206K	3	1.45%	Increased
6241	LC Luminist Capital Grand Rapids, Michigan	$2.26M	+$665K	15	2.54%	Increased
6242	PA Prosperity Advisers Fort Washington, Pennsylvania	$2.25M	+$184K	3	1.63%	Increased
6243	DF Define Financial San Diego, California	$2.25M	+$1.06M	4	1.03%	Increased
6244	DW Dodds Wealth Greenwood Village, Colorado	$2.25M	+$243K	2	0.51%	Increased
6245	WCM Weik Capital Management Wyomissing, Pennsylvania	$2.25M	-$8.22K	1	0.87%	Reduced
6246	LFS Leibman Financial Services Louisville, Nebraska	$2.25M	-$104K	1	1.49%	Reduced
6247	IAG Wealth Partners Waukesha, Wisconsin	$2.24M	-$79.3K	17	0.22%	Reduced
6248	BMC Bear Mountain Capital Seattle, Washington	$2.24M	-$15.2K	4	0.65%	Reduced
6249	AW Apricus Wealth Beaufort, South Carolina	$2.24M	+$240K	4	1.07%	Increased
6250	SC Slotnik Capital Dallas, Texas	$2.24M	-$11.6M	1	0.58%	Reduced