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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
6876	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$495K	+$27K	7	0.92%	Increased
6877	CF Collier Financial Denver, Colorado	$489K	-$22.5K	6	0.33%	Reduced
6878	BFA Brown Financial Advisory Fairhope, Alabama	$487K	-$137K	1	0.2%	Reduced
6879	PMIM Prudent Man Investment Management Louisville, Colorado	$487K	$0	7	0.17%	Maintained
6880	AIM AMI Investment Management Kendallville, Indiana	$487K	$0	1	0.1%	Maintained
6881	BAM BTS Asset Management Lincoln, Massachusetts	$483K	-$111K	1	1.02%	Reduced
6882	VWM Vigil Wealth Management Ponte Vedra Beach, Florida	$483K	+$206	1	0.34%	Increased
6883	WMWM Wilkins Miller Wealth Management Mobile, Alabama	$480K	+$40.9K	1	0.26%	Increased
6884	BLWM Bucket List Wealth Management The Villages, Florida	$478K	+$455K	2	0.24%	New
6885	CAM Clarity Asset Management Ames, Iowa	$477K	-$61.4K	1	0.23%	Reduced
6886	NAM Nexpoint Asset Management Dallas, Texas	$476K	$0	1	0.03%	Maintained
6887	AAM American Asset Management Boca Raton, Florida	$473K	+$92.5K	1	0.39%	Increased
6888	SAM Silverback Asset Management Chapel Hill, North Carolina	$473K	-$582K	1	0.05%	Reduced
6889	EF Elite Financial Lewiston, Idaho	$471K	+$113K	2	0.19%	Increased
6890	GC Guilbault Capital Metairie, Louisiana	$468K	$0	1	0.47%	Maintained
6891	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$466K	$0	1	0.03%	Maintained
6892	FI FIDELIS iM Medford, Oregon	$463K	+$175K	2	0.16%	Increased
6893	BJB Broadhurst Jeffrey B	$462K	-$246K	1	0.98%	Reduced
6894	BSA Bull Street Advisors Savannah, Georgia	$459K	+$79.4K	1	0.21%	Increased
6895	AH Addis & Hill Wayne, Pennsylvania	$457K	$0	1	0.25%	Maintained
6896	CWWM Curry Webb Wealth Management Indianapolis, Indiana	$457K	+$47.5K	1	0.19%	Increased
6897	AWA American Wealth Advisors Johns Creek, Georgia	$449K	+$326K	1	0.42%	New
6898	DCM Disciplina Capital Management Nashville, Tennessee	$449K	+$1.27K	3	0.05%	Increased
6899	LFA LGT Financial Advisors Dallas, Texas	$449K	-$9.88K	12	2.38%	Reduced
6900	RC Rareview Capital Las Vegas, Nevada	$448K	$0	1	0.25%	Maintained