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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
4251	GC Gibson Capital Wexford, Pennsylvania	$267K	$0	1	0.07%	Maintained
4252	RWG Ratio Wealth Group Denver, Colorado	$266K	+$214K	1	0.1%	New
4253	BDF Black Diamond Financial Towson, Maryland	$266K	+$2.46K	1	0.1%	Increased
4254	MFG Monumental Financial Group Rockville, Maryland	$265K	-$524K	2	0.23%	Reduced
4255	CA Cortland Associates St Louis, Missouri	$264K	$0	1	0.03%	Maintained
4256	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$264K	+$41.8K	13	0.11%	Increased
4257	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$262K	+$235	1	0.15%	Increased
4258	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$262K	$0	1	0.09%	Maintained
4259	AAM American Asset Management Boca Raton, Florida	$260K	+$208K	1	0.2%	New
4260	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$259K	+$253K	1	0.09%	New
4261	SPL Smart Portfolios LLC Seattle, Washington	$257K	+$243K	1	0.2%	New
4262	UFA US Financial Advisors Braintree, Massachusetts	$257K	-$433K	1	0.13%	Reduced
4263	CCM Colorado Capital Management Boulder, Colorado	$253K	-$36.7K	1	0.17%	Reduced
4264	SFC SYM Financial Corp Winona Lake, Indiana	$253K	$0	1	0.14%	Maintained
4265	TWM Tolleson Wealth Management Dallas, Texas	$250K	$0	1	0.07%	Maintained
4266	FLA Financial Life Advisors San Antonio, Texas	$246K	+$211K	1	0.11%	New
4267	FWP Firethorn Wealth Partners Augusta, Georgia	$245K	-$14.5K	1	0.21%	Reduced
4268	HCM Hutner Capital Management Manchester, Vermont	$245K	+$228K	1	0.16%	New
4269	JAWM J. Arnold Wealth Management Youngstown, Ohio	$244K	+$198K	2	0.12%	New
4270	HA HC Advisors Sandy Springs, Georgia	$243K	-$94.6K	1	0.15%	Reduced
4271	AGA Arkos Global Advisors Houston, Texas	$242K	+$20K	1	0.08%	Increased
4272	CWM Curi Wealth Management Raleigh, North Carolina	$242K	+$1.67K	1	0.12%	Increased
4273	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$242K	+$194K	1	0.07%	New
4274	ACM Academy Capital Management Waco, Texas	$240K	-$27.6K	1	0.1%	Reduced
4275	KW KWB Wealth Redlands, California	$238K	$0	1	0.05%	Maintained