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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
6951	BS Brighton Securities Rochester, New York	$354K	-$173K	1	0.15%	Reduced
6952	MACM MAC Alpha Capital Management Tampa, Florida	$353K	+$331K	1	0.17%	New
6953	TWM Trinity Wealth Management Berwyn, Pennsylvania	$351K	+$361K	1	0.11%	New
6954	LG LAM Group Lake Oswego, Oregon	$351K	+$105K	4	0.17%	Increased
6955	SA swisspartners Advisors Zurich, Switzerland	$350K	$0	1	0.24%	Maintained
6956	WWM Woodside Wealth Management Framingham, Massachusetts	$345K	-$277K	1	0.24%	Reduced
6957	TFG Team Financial Group Temecula, California	$342K	-$172K	1	0.15%	Reduced
6958	DC Dahring Cusmano Novi, Michigan	$341K	+$47.9K	1	0.18%	Increased
6959	IWM Inlight Wealth Management Atlanta, Georgia	$340K	+$21K	1	0.11%	Increased
6960	AC Anson Capital Tyrone, Georgia	$336K	-$67.8K	1	0.22%	Reduced
6961	PFA Portland Financial Advisors Port Washington, New York	$332K	+$240K	1	0.61%	New
6962	Equity Investment Corp Atlanta, Georgia	$331K	$0	1	0.01%	Maintained
6963	TWM Troutman Wealth Management Malvern, Pennsylvania	$328K	+$273K	1	0.25%	New
6964	AAG Avalon Advisory Group Wexford, Pennsylvania	$326K	$0	1	0.12%	Maintained
6965	MFS Madrid Financial Services Manhattan Beach, California	$325K	$0	1	0.17%	Maintained
6966	LS LCW Services Virginia Beach, Virginia	$324K	$0	1	0.14%	Maintained
6967	PC Prairiewood Capital Fargo, North Dakota	$324K	$0	1	0.08%	Maintained
6968	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$321K	+$233K	1	0.06%	New
6969	HA Hegarty Advisors Garden City, New York	$318K	+$411	1	0.22%	Increased
6970	FWA FORM Wealth Advisors Lake Geneva, Wisconsin	$318K	-$10.1K	1	0.04%	Reduced
6971	CFG Capital Financial Group Greenwood Village, Colorado	$316K	-$752K	1	0.17%	Reduced
6972	SWP SIMA Wealth Partners North Chesterfield, Virginia	$316K	$0	2	0.22%	Maintained
6973	CA Corecam AG Zurich,	$316K	+$315K	1	0.27%	New
6974	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$315K	+$201K	1	0.13%	New
6975	YAIA Yanni & Associates Investment Advisors Wexford, Pennsylvania	$313K	-$2.67K	1	0.29%	Reduced