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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
4426	WAL W Advisors LLC Germantown, Tennessee	$507K	-$214K	1	0.44%	Reduced
4427	AFA American Financial Advisors Marietta, Georgia	$504K	-$617K	2	0.13%	Reduced
4428	PC Pecaut & Co Sioux City, Iowa	$502K	-$14.9K	1	0.28%	Reduced
4429	RW RVW Wealth Los Angeles, California	$502K	-$48.3K	1	0.07%	Reduced
4430	RRCM Rappaport Reiches Capital Management Skokie`, Illinois	$499K	-$54.4K	1	0.25%	Reduced
4431	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$497K	+$497K	1	0.09%	New
4432	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$497K	-$434K	11	0.48%	Reduced
4433	PIA Powell Investment Advisors Miami, Florida	$493K	+$517K	3	0.3%	Increased
4434	CFA Camarda Financial Advisors Fleming Island, Florida	$491K	-$2.28M	1	0.49%	Reduced
4435	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$490K	$0	1	0.14%	Maintained
4436	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$487K	+$639K	1	0.45%	New
4437	AWM Aprio Wealth Management Atlanta, Georgia	$487K	+$282K	2	0.19%	Increased
4438	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$487K	-$106K	2	0.31%	Reduced
4439	CC Constitution Capital Shelton, Connecticut	$486K	+$1.7K	1	0.31%	Increased
4440	DSN D. Scott Neal Lexington, Kentucky	$486K	+$9.44K	2	0.2%	Increased
4441	HCM HM Capital Management Clayton, Missouri	$485K	+$1.34K	1	0.27%	Increased
4442	VW Vance Wealth Santa Clarita, California	$485K	-$245K	2	0.38%	Reduced
4443	TC Tacita Capital Toronto, Ontario, Canada	$483K	-$1.57K	7	0.33%	Reduced
4444	MWP Moller Wealth Partners	$481K	$0	1	0.16%	Maintained
4445	PFA Peak Financial Advisors Denver, Colorado	$481K	-$47.4K	2	0.48%	Reduced
4446	MIAS Mason Investment Advisory Services Reston, Virginia	$480K	-$1.3M	2	0.05%	Reduced
4447	BBW Blue Barn Wealth Orem, Utah	$479K	-$436K	2	0.37%	Reduced
4448	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$474K	-$22.8K	7	0.21%	Reduced
4449	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$473K	-$12.4K	11	0.34%	Reduced
4450	FZCM Flynn Zito Capital Management Garden City, New York	$471K	+$75K	1	0.26%	Increased