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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
3351	HCA Heck Capital Advisors Rhinelander, Wisconsin	$315K	+$10.2K	1	0.08%	Increased
3352	KWMG King Wealth Management Group Naples, Florida	$315K	+$28.3K	1	0.09%	Increased
3353	SFC SYM Financial Corp Winona Lake, Indiana	$312K	-$219K	1	0.2%	Reduced
3354	BCM Brown Capital Management Baltimore, Maryland	$311K	-$5.3M	1	0%	Reduced
3355	CJA C-J Advisory San Jose, California	$311K	$0	7	0.2%	Maintained
3356	JF JSF Financial Los Angeles, California	$309K	+$29.7K	1	0.34%	Increased
3357	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$308K	+$323K	1	0.8%	New
3358	MFP Meridian Financial Partners Warrenton, Virginia	$307K	+$23.4K	1	0.34%	Increased
3359	CreativeOne Wealth Overland Park, Kansas	$302K	+$87.3K	1	0.06%	Increased
3360	UAM UAS Asset Management New York	$301K	+$281K	1	0.13%	New
3361	SCA Strategic Capital Advisers Denver, Colorado	$299K	-$38.9K	1	0.32%	Reduced
3362	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$296K	$0	1	0.25%	Maintained
3363	MRI Mad River Investors Boston, Massachusetts	$289K	-$41.3K	1	0.25%	Reduced
3364	PFA Pettinga Financial Advisors Evansville, Indiana	$289K	-$230K	1	0.15%	Reduced
3365	SI SCP Investment Orinda, California	$288K	+$246K	1	0.16%	New
3366	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$287K	-$19.6K	1	0.05%	Reduced
3367	W WealthOne Albany, New York	$283K	+$279K	1	0.2%	New
3368	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$279K	-$259K	1	0.19%	Reduced
3369	KLI Kelman-Lazarov Inc Memphis, Tennessee	$278K	$0	1	0.14%	Maintained
3370	PFA Pinnacle Family Advisors Springfield, Missouri	$278K	+$275K	1	0.23%	New
3371	HFA High Falls Advisors Rochester, New York	$276K	-$1.08M	1	0.09%	Reduced
3372	SIS Sound Income Strategies Ft Lauderdale, Florida	$272K	-$4.49K	28	0.09%	Reduced
3373	LIA LBMC Investment Advisors Brentwood, Tennessee	$271K	+$56.1K	1	0.04%	Increased
3374	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$271K	-$5.57K	19	0.22%	Reduced
3375	TW Towerpoint Wealth Sacramento, California	$270K	-$28.8K	1	0.19%	Reduced