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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
4676	FSC Full Sail Capital Oklahoma City, Oklahoma	$709K	+$197K	3	0.06%	Increased
4677	PFA Peak Financial Advisors Denver, Colorado	$706K	+$61K	3	0.55%	Increased
4678	NF Nvest Financial Portsmouth, New Hampshire	$703K	-$508K	2	0.62%	Reduced
4679	SA Scarborough Advisors Annapolis, Maryland	$698K	+$59.4K	1	0.17%	Increased
4680	CWM Chronos Wealth Management Clearwater, Florida	$698K	$0	1	0.48%	Maintained
4681	CWM Cedar Wealth Management Walnut Creek, California	$697K	-$90.1K	15	0.27%	Reduced
4682	LHWM Lake Hills Wealth Management Austin, Texas	$694K	+$209K	1	0.76%	Increased
4683	TCM TD Capital Management Memphis, Tennessee	$691K	-$30.9K	14	0.08%	Reduced
4684	TLA Tanglewood Legacy Advisors Houston, Texas	$691K	$0	8	0.4%	Maintained
4685	HB Horizon Bancorp Michigan City, Indiana	$690K	+$109K	6	0.44%	Increased
4686	EA Echo45 Advisors Walnut Creek, California	$689K	+$81.2K	2	0.57%	Increased
4687	Alesco Advisors Pittsford, New York	$684K	+$63	2	0.02%	Increased
4688	HHGA Halbert Hargrove Global Advisors Long Beach, California	$679K	-$3.67M	2	0.05%	Reduced
4689	THL Tillman Hartley LLC Denver, Colorado	$678K	$0	2	0.27%	Maintained
4690	GB Goepper Burkhardt Greenville, South Carolina	$676K	+$332	2	0.41%	Increased
4691	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$675K	-$46.9K	14	0.19%	Reduced
4692	KL KilterHowling LLC Boulder, Colorado	$675K	+$52.5K	2	0.58%	Increased
4693	HS HighVista Strategies Boston, Massachusetts	$674K	+$621K	1	0.31%	New
4694	RFP Root Financial Partners Encinitas, California	$673K	-$10.4K	2	0.4%	Reduced
4695	TCM Tradewinds Capital Management Bellingham, Washington	$671K	+$79.4K	14	0.21%	Increased
4696	PWAC Private Wealth Advisors (California) Fresno, California	$670K	-$2.18M	2	0.27%	Reduced
4697	SC Sykon Capital Harrison, New York	$667K	+$523K	1	0.46%	New
4698	WMG WESCAP Management Group Glendale, California	$666K	-$106K	2	0.23%	Reduced
4699	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$665K	-$93.3K	1	2.29%	Reduced
4700	BFAG Blackston Financial Advisory Group The Villages, Florida	$665K	-$304K	2	0.48%	Reduced