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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
6926	SFM Stack Financial Management Whitefish, Montana	$399K	+$289K	1	0.03%	New
6927	CCP Clarkston Capital Partners Rochester, Michigan	$398K	-$47.7K	1	0.03%	Reduced
6928	APSPRSPT Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona	$398K	+$424K	1	0.01%	New
6929	TCM Timbuktu Capital Management Boston, Massachusetts	$396K	+$290K	6	0.6%	New
6930	WRCM Western Reserve Capital Management Hudson, Ohio	$393K	+$278K	1	0.29%	New
6931	AFS Axiom Financial Strategies New Albany, Indiana	$391K	+$8.32K	1	0.12%	Increased
6932	SWA Strategic Wealth Advisors Scottsdale, Arizona	$387K	+$7.14K	11	0.33%	Increased
6933	CFG CSP Financial Group Scottsdale, Arizona	$384K	+$395K	1	0.33%	New
6934	SWA ShankerValleau Wealth Advisors Skokie, Illinois	$382K	$0	1	0.1%	Maintained
6935	BCA Ballentine Capital Advisors Greenville, South Carolina	$382K	-$9.46K	1	0.14%	Reduced
6936	RAM Rempart Asset Management Montreal, Canada	$380K	-$65.8K	1	0.08%	Reduced
6937	MM Main Management San Francisco, California	$380K	+$6K	1	0.03%	Increased
6938	TFP Triune Financial Partners Overland Park, Kansas	$374K	+$90.1K	1	0.08%	Increased
6939	AIC Allodium Investment Consultants Minneapolis, Minnesota	$374K	+$246K	1	0.16%	New
6940	ACA AllStreet Capital Advisors Los Angeles, California	$374K	$0	1	0.24%	Maintained
6941	TH Team Hewins Redwood City, California	$373K	$0	1	0.1%	Maintained
6942	SWIA Solano Wealth Investment Advisors Fairfield, California	$369K	$0	1	0.17%	Maintained
6943	ULWM Upper Left Wealth Management Tampa, Florida	$366K	+$238K	1	0.2%	New
6944	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$364K	$0	5	0.06%	Maintained
6945	MFG Mann Financial Group Detroit Lakes, Minnesota	$360K	+$5.35K	1	0.3%	Increased
6946	CAG Cypress Advisory Group Scottsdale, Arizona	$358K	$0	1	0.28%	Maintained
6947	DFG DiPaolo Financial Group Lutz, Florida	$357K	+$411	1	0.23%	Increased
6948	TIM Thor Investment Management Cincinnati, Ohio	$356K	+$234K	1	0.2%	New
6949	MPM MBB Public Markets Chicago, Illinois	$355K	-$3.1M	1	0.04%	Reduced
6950	SEM Strategic Equity Management Tucson, Arizona	$355K	+$72.6K	1	0.12%	Increased