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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
3676	AF Aldebaran Financial	$279K	+$616	1	0.21%	Increased
3677	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$279K	$0	1	0.1%	Maintained
3678	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$278K	+$42.6K	1	0.14%	Increased
3679	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$278K	+$224	1	0.18%	Increased
3680	CM Columbus Macro New Castle, Pennsylvania	$275K	-$15.8K	1	0.06%	Reduced
3681	CFO CVA Family Office Denver, Colorado	$275K	+$257K	1	0.25%	New
3682	CPC Consolidated Planning Corp Atlanta, Georgia	$274K	+$264K	1	0.27%	New
3683	SCM Stonehearth Capital Management Danvers, Massachusetts	$274K	$0	1	0.18%	Maintained
3684	ACM ADI Capital Management New York	$273K	+$259K	1	1.56%	New
3685	NL NKCFO LLC Geneva, Illinois	$273K	$0	1	0.2%	Maintained
3686	AA AF Advisors Sacramento, California	$270K	+$256K	1	0.18%	New
3687	TWP TFO Wealth Partners Maumee, Ohio	$270K	+$251K	5	0.25%	New
3688	MFS McNamara Financial Services Marshfield, Massachusetts	$268K	+$249K	1	0.1%	New
3689	LP LGL Partners Philadelphia, Pennsylvania	$266K	+$3.97K	1	0.09%	Increased
3690	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$265K	+$45.1K	10	0.24%	Increased
3691	NCM Next Capital Management New York	$265K	-$72.4K	1	0.19%	Reduced
3692	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$264K	-$1.26M	1	0.23%	Reduced
3693	MAG Mayfair Advisory Group Birmingham, Alabama	$263K	+$250K	1	0.81%	New
3694	HCM HM Capital Management Clayton, Missouri	$261K	+$1.17K	1	0.16%	Increased
3695	DP Denver PWM Denver, Colorado	$260K	-$195K	1	0.15%	Reduced
3696	GSWM Golden State Wealth Management Santa Ana, California	$259K	-$3.34M	1	0.05%	Reduced
3697	PEA Pacific Edge Advisors Corona Del Mar, California	$259K	+$26.7K	1	0.16%	Increased
3698	TIM Total Investment Management Scottsdale, Arizona	$259K	+$112	1	0.05%	Increased
3699	AWMG Alliance Wealth Management Group Flemington, New Jersey	$257K	+$244K	1	0.11%	New
3700	NS NewDay Solutions Hampton, New Hampshire	$257K	+$242K	1	0.25%	New