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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
4401	RS Retirement Solution Redmond, Washington	$547K	-$1.18M	1	0.3%	Reduced
4402	AMG Asset Management Group Stamford, Connecticut	$537K	-$223K	1	0.13%	Reduced
4403	AA Aufman Associates Sewickley, Pennsylvania	$537K	+$995	2	0.51%	Increased
4404	OPPS Obsidian Personal Planning Solutions Rockville, Maryland	$537K	+$588K	1	0.92%	New
4405	CIA Citadel Investment Advisory Chesterland, Ohio	$532K	-$10.8K	1	0.36%	Reduced
4406	AFS Annapolis Financial Services Annapolis, Maryland	$531K	-$6.29K	18	0.19%	Reduced
4407	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$531K	+$176K	22	0.5%	Increased
4408	BMD Better Money Decisions Santa Fe, New Mexico	$529K	+$592K	27	0.45%	New
4409	FFL Future Fund LLC Chicago, Illinois	$528K	-$273K	2	1.2%	Reduced
4410	PPWM Paragon Private Wealth Management Lexington, Kentucky	$526K	+$223K	2	0.56%	Increased
4411	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$525K	-$253K	2	1.36%	Reduced
4412	FCM Firestone Capital Management Coral Gables, Florida	$525K	+$4.46K	2	0.2%	Increased
4413	GFP Guardian Financial Partners Orange, California	$525K	-$515K	1	0.59%	Reduced
4414	HFW Horizon Family Wealth Chicago, Illinois	$522K	-$6.74K	2	0.61%	Reduced
4415	RFN Redwood Financial Network Solon, Ohio	$522K	-$481K	2	0.57%	Reduced
4416	WAM Worth Asset Management Dallas, Texas	$522K	-$123K	15	0.36%	Reduced
4417	GCM Glynn Capital Management Menlo Park, California	$518K	$0	1	0.11%	Maintained
4418	TFA Triad Financial Advisors Greensboro, North Carolina	$517K	-$469K	1	0.29%	Reduced
4419	I IMPACTfolio Denver, Colorado	$516K	-$1.09K	2	0.49%	Reduced
4420	PS Planned Solutions Folsom, California	$515K	-$297K	1	0.48%	Reduced
4421	CVM Cheviot Value Management Beverly Hills, California	$514K	-$371K	1	0.13%	Reduced
4422	ACA Aspire Capital Advisors Seattle, Washington	$512K	-$12.6K	2	0.39%	Reduced
4423	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$512K	+$7.55K	1	0.93%	Increased
4424	HNW High Note Wealth Deephaven, Minnesota	$512K	+$274K	2	0.2%	Increased
4425	PGH Partners Group Holding Baar-Zug, Switzerland	$508K	+$42.9K	1	0.03%	Increased