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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
3151	ACG Allen Capital Group Grand Island, Nebraska	$663K	+$663K	2	0.29%	New
3152	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$660K	+$382K	11	0.64%	Increased
3153	BFPW BOK Financial Private Wealth Denver, Colorado	$659K	-$263K	2	0.1%	Reduced
3154	SP Summit Partners Boston, Massachusetts	$659K	+$103K	1	0.08%	Increased
3155	SL Signition LP New York	$658K	+$672K	3	0.85%	New
3156	FA Fortis Advisors Wayne, Pennsylvania	$655K	+$20K	11	0.4%	Increased
3157	BBNB Baker Boyer National Bank Walla Walla, Washington	$651K	+$4.36K	2	1.96%	Increased
3158	NIM Nicollet Investment Management Minneapolis, Minnesota	$647K	+$710K	1	0.53%	New
3159	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$644K	-$15K	4	0.27%	Reduced
3160	MKC M. Kraus & Co Shelburne, Vermont	$643K	+$34.4K	1	0.39%	Increased
3161	BF Blankinship & Foster Solana Beach, California	$640K	-$5.94K	1	0.41%	Reduced
3162	FF Francis Financial	$634K	+$624K	1	1.37%	New
3163	TCB Texas Capital Bancshares Dallas, Texas	$633K	-$531	2	1.41%	Reduced
3164	YP Yellowstone Partners Idaho Falls, Idaho	$631K	-$217K	1	0.36%	Reduced
3165	LCM Lee Capital Management New York	$629K	-$42.9K	1	0.53%	Reduced
3166	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$627K	$0	1	0.12%	Maintained
3167	AEPG American Economic Planning Group Warren, New Jersey	$623K	+$225K	2	0.23%	Increased
3168	BCM Beddow Capital Management Jackson, Wyoming	$622K	+$11.4K	1	0.25%	Increased
3169	NorthRock Partners Minneapolis, Minnesota	$616K	-$12.9K	1	0.2%	Reduced
3170	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$609K	+$592K	1	0.41%	New
3171	SG Strid Group Newtown Square, Pennsylvania	$604K	$0	1	0.22%	Maintained
3172	MGIA Matthew Goff Investment Advisor Houston, Texas	$591K	+$214K	2	0.25%	Increased
3173	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$590K	+$303	1	0.24%	Increased
3174	W WealthShield Cary, North Carolina	$576K	+$547K	2	0.35%	New
3175	WP WealthShield Partners Cary, North Carolina	$576K	+$547K	2	0.35%	New