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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
3951	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$933K	$0	3	0.26%	Maintained
3952	MWM Maltin Wealth Management Ridgewood, New Jersey	$930K	-$855K	2	0.57%	Reduced
3953	JF JSF Financial Los Angeles, California	$928K	+$251K	3	0.55%	Increased
3954	PBF Petix & Botte Financial La Mesa, California	$923K	+$202K	3	0.64%	Increased
3955	DOA D'Orazio & Associates Falls Church, Virginia	$922K	+$7.27K	15	0.24%	Increased
3956	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$919K	+$82.1K	2	0.07%	Increased
3957	LFA Landmark Financial Advisors Bowling Green, Kentucky	$913K	-$668	2	0.44%	Reduced
3958	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$909K	+$9.88K	3	0.49%	Increased
3959	HS Horan Securities Cincinnati, United States	$907K	+$272K	12	0.64%	Increased
3960	HBWM Hollow Brook Wealth Management Katonah, New York	$906K	+$4.62K	1	0.56%	Increased
3961	ODG O'Dell Group Cincinnati, Ohio	$906K	-$71.9K	1	0.29%	Reduced
3962	NFG Northeast Financial Group Tannersville, Pennsylvania	$902K	+$224K	3	0.59%	Increased
3963	ICM Islay Capital Management Lubbock, Texas	$902K	-$43.8K	9	0.73%	Reduced
3964	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$900K	+$183K	2	0.17%	Increased
3965	FCM Firestone Capital Management Coral Gables, Florida	$899K	-$480K	14	0.32%	Reduced
3966	FWM Filbrandt Wealth Management Middleton, Wisconsin	$897K	+$352	4	0.51%	Increased
3967	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$896K	+$233K	3	0.1%	Increased
3968	BMD Better Money Decisions Santa Fe, New Mexico	$895K	+$60.1K	32	0.8%	Increased
3969	NIM NXG Investment Management Dallas, Texas	$895K	-$3.29K	1	0.08%	Reduced
3970	AI ArchPoint Investors Coral Gables, Florida	$894K	-$3.52M	1	0.3%	Reduced
3971	GWM Gray Wealth Management Bangor, Maine	$893K	+$7.75K	1	0.51%	Increased
3972	EWP Engrave Wealth Partners The Woodlands, Texas	$892K	+$558K	3	0.27%	Increased
3973	CA Crumly & Associates Springfield, Illinois	$889K	+$61.6K	2	0.43%	Increased
3974	TCM Triumph Capital Management Denver, Colorado	$887K	+$801K	2	0.52%	New
3975	HCA Heck Capital Advisors Rhinelander, Wisconsin	$876K	-$287K	2	0.17%	Reduced