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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
4476	DA Dash Acquisitions Woodland Hills, California	$437K	$0	1	0.24%	Maintained
4477	FI Financial Insights Tacoma, Washington	$436K	$0	2	0.44%	Maintained
4478	GSC G&S Capital Denver, Colorado	$436K	-$4.3M	1	0.26%	Reduced
4479	NEPPG New England Professional Planning Group Westerly, Rhode Island	$436K	-$222K	2	0.3%	Reduced
4480	MAM Marotta Asset Management Charlottesville, Virginia	$436K	-$84.1K	1	0.11%	Reduced
4481	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$429K	+$4.23K	1	0.57%	Increased
4482	B Bridgeworth Birmingham, Alabama	$428K	-$43.6K	2	0.1%	Reduced
4483	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$428K	+$87	2	0.19%	Increased
4484	CFO Capitol Family Office Beaverton, Oregon	$427K	-$1.13K	1	0.44%	Reduced
4485	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$425K	-$76.6K	1	0.24%	Reduced
4486	ACM Anfield Capital Management Irvine, California	$423K	+$489K	1	0.19%	New
4487	SC Steph & Co Marinette, Wisconsin	$423K	-$197K	5	0.26%	Reduced
4488	BBNB Baker Boyer National Bank Walla Walla, Washington	$419K	-$204K	1	0.21%	Reduced
4489	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$419K	-$123K	13	0.14%	Reduced
4490	BFAG Blackston Financial Advisory Group The Villages, Florida	$415K	+$420K	1	0.27%	New
4491	TA TrueWealth Advisors Birmingham, Alabama	$415K	+$211K	2	0.19%	Increased
4492	TCM Tradewinds Capital Management Bellingham, Washington	$413K	-$3.58M	14	0.15%	Reduced
4493	CIM Caldwell Investment Management Toronto, Ontario, Canada	$407K	-$457K	1	0.41%	Reduced
4494	BIA BHK Investment Advisors Birmingham, Alabama	$406K	+$88.3K	1	0.18%	Increased
4495	APS American Planning Services Sun City Center, Florida	$405K	-$4.33M	1	0.45%	Reduced
4496	ESBC E.S. Barr & Co Lexington, Kentucky	$403K	-$619K	1	0.03%	Reduced
4497	MCA Maryland Capital Advisors Chester, Maryland	$403K	-$6.15K	9	0.43%	Reduced
4498	TFO Tarbox Family Office Newport Beach, California	$402K	-$1.15M	1	0.09%	Reduced
4499	LFA Landmark Financial Advisors Bowling Green, Kentucky	$401K	-$322K	1	0.2%	Reduced
4500	AW Avion Wealth The Woodlands, Texas	$398K	+$39.5K	17	0.12%	Increased