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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
4701	DWM Denver Wealth Management Denver, Colorado	$403K	+$400K	1	0.39%	New
4702	PC Plaisance Capital Denver, Colorado	$400K	+$374K	1	0.27%	New
4703	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$398K	$0	1	0.19%	Maintained
4704	ASFA All Season Financial Advisors Denver, Colorado	$397K	+$333K	1	0.28%	New
4705	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$397K	+$394K	1	8.25%	New
4706	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$397K	+$405K	1	0.38%	New
4707	GWM GoalFusion Wealth Management Austin, Texas	$393K	+$672K	1	0.39%	New
4708	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$392K	+$386K	8	0.3%	New
4709	Wealthstream Advisors New York	$392K	+$367K	1	0.33%	New
4710	PFG Piershale Financial Group Barrington, Illinois	$388K	-$3.06M	1	0.15%	Reduced
4711	CWM Cherrydale Wealth Management Hoboken, New Jersey	$382K	+$357K	1	0.29%	New
4712	MSA McAlister Sweet & Associates Houston, Texas	$382K	+$358K	1	0.33%	New
4713	MFM Mirsky Financial Management Rochester, New York	$381K	+$37	1	0.16%	Increased
4714	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$373K	$0	1	0.16%	Maintained
4715	GIM Greenwich Investment Management Norwalk, Connecticut	$372K	+$371K	1	0.25%	New
4716	Great Point Wealth Advisors Boston, Massachusetts	$371K	+$369K	1	0.11%	New
4717	RC Resonate Capital San Francisco, California	$370K	+$414K	1	0.32%	New
4718	RWA Redmont Wealth Advisors Chicago, Illinois	$368K	+$358K	1	0.39%	New
4719	Delta Accumulation LLC Sausalito, California	$367K	+$321K	1	0.04%	New
4720	Global Retirement Partners San Rafael, California	$367K	-$24.4M	7	0.28%	Reduced
4721	F4L Fortune 45 LLC Gonzales, Louisiana	$365K	+$342K	1	0.32%	New
4722	ABA American Beacon Advisors Irving, Texas	$364K	+$44.2K	1	10.08%	Increased
4723	CWA Cornerstone Wealth Advisors Edina, Minnesota	$362K	$0	1	0.12%	Maintained
4724	Ensemble Capital Management San Francisco, California	$362K	+$37.3K	1	0.03%	Increased
4725	FLA Financial Life Advisors San Antonio, Texas	$360K	$0	1	0.14%	Maintained