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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
4601	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$284K	-$711K	1	0.12%	Reduced
4602	HFS HBC Financial Services Seattle, Washington	$281K	+$3.78K	8	0.22%	Increased
4603	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$280K	-$7.37K	1	0.14%	Reduced
4604	BWA Burt Wealth Advisors North Bethesda, Maryland	$279K	-$223K	1	0.1%	Reduced
4605	TCM Towercrest Capital Management Newtown, Pennsylvania	$279K	-$213K	1	0.06%	Reduced
4606	AWA Aletheian Wealth Advisors Bellevue, Washington	$278K	+$47K	1	0.28%	Increased
4607	OAJ Ogorek Anthony Joseph Williamsville, New York	$278K	-$24.8K	11	0.13%	Reduced
4608	SWM Sanctuary Wealth Management Pocatello, Idaho	$278K	+$53.8K	2	0.34%	Increased
4609	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$277K	-$3.53M	9	0.17%	Reduced
4610	MFG MTM Financial Group Bethlehem, Pennsylvania	$276K	-$4.86K	1	0.24%	Reduced
4611	SCG Sonata Capital Group Seattle, Washington	$275K	-$223K	1	0.14%	Reduced
4612	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$275K	+$365K	1	0.14%	New
4613	LAM LifePro Asset Management San Diego, California	$273K	-$21.1M	1	0.14%	Reduced
4614	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$270K	-$526K	1	0.06%	Reduced
4615	BA Bridge Advisory Pasadena, California	$268K	+$51.1K	1	0.13%	Increased
4616	GWM GoalFusion Wealth Management Austin, Texas	$266K	$0	1	0.25%	Maintained
4617	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$266K	-$152K	3	0.08%	Reduced
4618	SPWM Straight Path Wealth Management Jenison, Michigan	$266K	-$206K	1	0.26%	Reduced
4619	EWA ERTS Wealth Advisors Marquette, Michigan	$265K	+$32K	1	0.08%	Increased
4620	NF Nvest Financial Portsmouth, New Hampshire	$265K	-$229K	1	0.28%	Reduced
4621	HFA Highland Financial Advisors Wayne, New Jersey	$263K	+$327K	1	0.18%	New
4622	RC RBO & Co Saint Helena, California	$263K	$0	1	0.05%	Maintained
4623	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$263K	+$263K	1	0.2%	New
4624	WH Whitcomb & Hess Ashland, Ohio	$263K	-$325K	1	0.11%	Reduced
4625	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$262K	+$7.55K	1	0.34%	Increased