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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
4451	KPWG KFA Private Wealth Group Tysons, Virginia	$471K	-$209K	1	0.26%	Reduced
4452	WPA Winning Points Advisors Boca Raton, Florida	$471K	-$1.34M	1	0.52%	Reduced
4453	AIS AM Investment Strategies Chattanooga, Tennessee	$470K	-$1.44M	2	0.16%	Reduced
4454	LAS Lloyd Advisory Services Suwanee, Georgia	$469K	-$131K	1	0.37%	Reduced
4455	TFA Trinity Financial Advisors Columbus, Ohio	$466K	-$450K	1	0.34%	Reduced
4456	BFG Barber Financial Group Lenexa, Kansas	$464K	-$287K	1	0.08%	Reduced
4457	Mizuho Securities USA New York	$464K	-$2.22M	1	0.07%	Reduced
4458	CCA Cadent Capital Advisors Tulsa, Oklahoma	$460K	-$5.16M	1	0.26%	Reduced
4459	CFC Coyle Financial Counsel Glenview, Illinois	$455K	-$124K	1	0.25%	Reduced
4460	SCA Scott Capital Advisors Portland, Oregon	$455K	+$12.4K	2	0.31%	Increased
4461	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$454K	-$317K	1	0.34%	Reduced
4462	CS Capital Square Chattanooga, Tennessee	$453K	-$1.5M	2	0.38%	Reduced
4463	CFAM Center For Asset Management Palm Beach Gardens, Florida	$452K	-$944K	2	0.42%	Reduced
4464	FPW Flagship Private Wealth Woburn, Massachusetts	$451K	$0	1	0.44%	Maintained
4465	EAM Empirical Asset Management Wellesley, Massachusetts	$450K	-$404K	1	0.47%	Reduced
4466	APW Axim Planning & Wealth Springboro, Ohio	$449K	+$505K	7	0.35%	New
4467	NIM NXG Investment Management Dallas, Texas	$449K	-$183K	1	0.05%	Reduced
4468	PRA Pine Ridge Advisers New York	$449K	$0	1	0.15%	Maintained
4469	BFS Beacon Financial Strategies Raleigh, North Carolina	$449K	$0	1	0.42%	Maintained
4470	SIA Sage Investment Advisers Wappingers Falls, New York	$447K	+$37.4K	1	0.7%	Increased
4471	CF Corrigan Financial Middletown, Rhode Island	$446K	-$41.2K	2	0.16%	Reduced
4472	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$443K	+$149K	1	0.15%	Increased
4473	CI Cordant Inc Portland, Oregon	$438K	-$213K	3	0.31%	Reduced
4474	Axiom Advisory San Diego, California	$437K	+$2.85K	1	0.48%	Increased
4475	BSI Bennett Selby Investments Falmouth, Maine	$437K	-$1.15M	1	0.34%	Reduced