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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
2301	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$4.3M	-$1.07M	5	3.52%	Reduced
2302	FMP Financial Management Professionals Austin, Texas	$4.3M	-$32.7K	16	1.88%	Reduced
2303	KS Karpas Strategies Litchfield, Connecticut	$4.29M	-$8.22K	1	1.88%	Reduced
2304	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$4.29M	-$1.01M	3	1.65%	Reduced
2305	FCCM First City Capital Management Savannah, Georgia	$4.27M	-$26.2K	4	2.99%	Reduced
2306	QAM Quantres Asset Management Cayman, Cayman Islands	$4.26M	-$20.1M	2	2.74%	Reduced
2307	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$4.26M	+$192K	2	3.78%	Increased
2308	BIA BMT Investment Advisors Berwyn, Pennsylvania	$4.26M	+$4.26M	3	3.93%	New
2309	AIM Advantage Investment Management Cedar Rapids, Iowa	$4.24M	+$369K	31	1.38%	Increased
2310	UONDDL University of Notre Dame du Lac South Bend, Indiana	$4.24M	-$9.15M	1	1.18%	Reduced
2311	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$4.22M	-$56.2K	4	2.62%	Reduced
2312	WIP Wellesley Investment Partners Wellesley, Massachusetts	$4.22M	-$174K	6	1.73%	Reduced
2313	SST S Squared Technology New York	$4.21M	-$3M	3	3.56%	Reduced
2314	SAM Solaris Asset Management New York	$4.2M	+$1.62M	8	2.46%	Increased
2315	LGC Laurel Grove Capital Los Angeles, California	$4.2M	+$3.07M	3	2.18%	Increased
2316	IHT Wealth Management Chicago, Illinois	$4.2M	+$505K	33	1.79%	Increased
2317	Perpetual Ltd Sydney, New South Wales, Australia	$4.18M	-$15.5M	6	0.58%	Reduced
2318	WPP Whalerock Point Partners Providence, Rhode Island	$4.18M	+$143K	5	1.48%	Increased
2319	PMFA Plante Moran Financial Advisors Southfield, Michigan	$4.16M	-$65.1K	17	2.48%	Reduced
2320	PH Pinnacle Holdings Tulsa, Oklahoma	$4.15M	+$282K	2	1.53%	Increased
2321	FAM Formidable Asset Management Cincinnati, Ohio	$4.15M	+$433K	5	1.75%	Increased
2322	MA Menlo Advisors Menlo Park, California	$4.13M	-$159K	1	3.14%	Reduced
2323	Modera Wealth Management Westwood, New Jersey	$4.13M	+$114K	3	0.93%	Increased
2324	CEI Clark Estates Inc New York	$4.13M	+$812K	2	0.68%	Increased
2325	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$4.1M	+$60.7K	5	2.64%	Increased