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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
6801	SJGA Stephen J. Garry & Associates Garden City, New York	$668K	-$27.6K	1	0.49%	Reduced
6802	SPA Sound Portfolio Advisors Mystic, Connecticut	$667K	+$221K	2	0.47%	Increased
6803	MWM Meritas Wealth Management Larkspur, California	$666K	+$387K	2	0.26%	Increased
6804	KAM Kopion Asset Management Mckinney, Texas	$663K	-$343K	1	0.42%	Reduced
6805	AIS American Investment Services Great Barrington, Massachusetts	$660K	$0	1	0.14%	Maintained
6806	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$657K	-$4.59K	16	0.59%	Reduced
6807	SC Schiavi & Co Wilmington, Delaware	$656K	+$318K	2	0.17%	Increased
6808	GWA Genesis Wealth Advisors Braintree, Massachusetts	$656K	+$246K	2	0.39%	Increased
6809	FC Farley Capital New York	$649K	$0	1	0.51%	Maintained
6810	SWM Schwallier Wealth Management Grand Rapids, Michigan	$649K	$0	1	0.41%	Maintained
6811	HA Hanover Advisors Seneca, South Carolina	$636K	+$17.8K	1	0.23%	Increased
6812	ANBOT American National Bank of Texas Richardson, Texas	$635K	+$206K	2	0.58%	Increased
6813	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$625K	+$163K	2	0.47%	Increased
6814	T Transce3nd Kyle, Texas	$623K	-$21.9K	15	5.5%	Reduced
6815	FPW Flagship Private Wealth Woburn, Massachusetts	$622K	-$88.7K	1	0.22%	Reduced
6816	MFN Midwest Financial Network Tinley Park, Illinois	$619K	+$159K	2	0.42%	Increased
6817	NWM Navigoe Wealth Management Redondo Beach, California	$618K	+$148K	51	0.32%	Increased
6818	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$616K	+$192K	2	0.48%	Increased
6819	SC SMA Capital New York	$616K	-$14.4M	1	0.26%	Reduced
6820	WWP Wise Wealth Partners Phoenix, Arizona	$616K	-$2.29M	1	1.05%	Reduced
6821	BFG Baron Financial Group Fair Lawn, New Jersey	$615K	+$1.85K	1	0.29%	Increased
6822	DB Dravo Bay Rehoboth Beach, Delaware	$613K	+$172K	2	0.21%	Increased
6823	LAA Liberty Atlantic Advisors Allen, Texas	$604K	+$62.5K	1	0.43%	Increased
6824	FS Financially Speaking Greenwood Village, Colorado	$602K	$0	6	2.93%	Maintained
6825	PCM Ping Capital Management New York	$602K	-$741K	1	0.15%	Reduced