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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
4376	HCM Hutchinson Capital Management San Rafael, California	$607K	-$649	2	0.16%	Reduced
4377	ETIA Epic Trust Investment Advisors Richland, Washington	$600K	-$444K	1	1.13%	Reduced
4378	GWM Gray Wealth Management Bangor, Maine	$600K	+$1.82K	1	0.36%	Increased
4379	LSA Lansing Street Advisors Ambler, Pennsylvania	$592K	-$3.14K	6	0.46%	Reduced
4380	LWP Laurel Wealth Planning Edina, Minnesota	$591K	-$26.7K	10	0.42%	Reduced
4381	ORC O'Rourke & Company Boston, Massachusetts	$590K	+$8.56K	2	0.5%	Increased
4382	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$589K	-$197K	1	0.64%	Reduced
4383	RA Riversedge Advisors Wilmington, Delaware	$589K	+$755	2	0.22%	Increased
4384	RIM Rockbridge Investment Management Syracuse, New York	$586K	-$446K	20	0.13%	Reduced
4385	SFG Steward Financial Group Colleyville, Texas	$584K	+$257K	59	0.49%	Increased
4386	ACA Ackerman Capital Advisors Dallas, Texas	$583K	$0	2	0.16%	Maintained
4387	CWA Capital Wealth Alliance Scottsdale, Arizona	$583K	-$297K	1	0.41%	Reduced
4388	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$575K	$0	1	0.03%	Maintained
4389	BAM Bosun Asset Management Chicago, Illinois	$573K	+$18.6K	2	0.79%	Increased
4390	IF Integrity Financial Cheyenne, Wyoming	$572K	-$267K	1	0.54%	Reduced
4391	AWM Avondale Wealth Management West Lake Hills, Texas	$571K	+$532K	3	0.66%	Increased
4392	PTC Petrus Trust Company Dallas, Texas	$567K	+$612K	2	0.08%	New
4393	RA Rodgers & Associates Lancaster, Pennsylvania	$567K	-$186K	2	0.1%	Reduced
4394	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$564K	-$473K	2	0.52%	Reduced
4395	BC Belmont Capital Los Angeles, California	$562K	+$233K	2	0.68%	Increased
4396	Alesco Advisors Pittsford, New York	$561K	-$1.08K	2	0.02%	Reduced
4397	TBWA Three Bridge Wealth Advisors Los Altos, California	$560K	-$420K	1	0.27%	Reduced
4398	OWA Opal Wealth Advisors Jericho, New York	$556K	-$241K	2	0.37%	Reduced
4399	SHA Seneca House Advisors Richmond, Virginia	$556K	+$113K	1	0.36%	Increased
4400	RCC Red Cedar Capital Omaha, Nebraska	$554K	$0	3	0.38%	Maintained