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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	LAM LifePro Asset Management San Diego, California	$661K	+$286K	2	0.51%	Increased
4702	SCM Sebold Capital Management Lisle, Illinois	$660K	+$1.32K	2	0.53%	Increased
4703	FCC Florin Court Capital London, United Kingdom	$659K	+$585K	1	1.69%	New
4704	JFG JDM Financial Group Austin, Texas	$659K	-$6.8K	8	0.57%	Reduced
4705	QCIG Quad-Cities Investment Group Davenport, Iowa	$656K	-$260K	1	0.43%	Reduced
4706	DFA DHK Financial Advisors Portsmouth, New Hampshire	$653K	+$580K	1	0.56%	New
4707	Delta Accumulation LLC Sausalito, California	$653K	+$344K	3	0.22%	Increased
4708	CWM CCG Wealth Management San Diego, California	$652K	+$163K	2	0.41%	Increased
4709	TF Threadgill Financial Spring, Texas	$648K	-$1.42K	1	0.74%	Reduced
4710	WSL Western Standard LLC Los Angeles, California	$648K	+$567K	1	0.56%	New
4711	FCFC First Citizens Financial Corp Mason City, Iowa	$648K	+$557K	2	0.44%	New
4712	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$646K	-$110K	2	0.37%	Reduced
4713	PGIM Custom Harvest Newark, New Jersey	$642K	-$2.99M	2	0.02%	Reduced
4714	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$638K	-$40.3K	2	0.07%	Reduced
4715	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$636K	+$20.4K	2	0.28%	Increased
4716	WCP Wick Capital Partners Wayne, Pennsylvania	$635K	+$230K	1	0.38%	Increased
4717	WAM Weinberger Asset Management Los Angeles, California	$635K	+$4.65K	1	0.35%	Increased
4718	JF JSF Financial Los Angeles, California	$633K	-$2.18M	1	0.22%	Reduced
4719	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$633K	-$3.56K	2	1.42%	Reduced
4720	JC JBF Capital Aspen, Colorado	$631K	$0	1	0.13%	Maintained
4721	AW Avion Wealth The Woodlands, Texas	$630K	+$126K	35	0.17%	Increased
4722	LA Lane & Associates Moorestown, New Jersey	$629K	+$80.8K	2	0.5%	Increased
4723	VCS Vaughan & Co Securities Ridgewood, New Jersey	$629K	-$2.04K	1	0.45%	Reduced
4724	OWM OneAscent Wealth Management Birmingham, Alabama	$628K	-$1.29M	2	0.3%	Reduced
4725	SC Steph & Co Marinette, Wisconsin	$625K	+$80.3K	5	0.34%	Increased