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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
4726	ACA Ackerman Capital Advisors Dallas, Texas	$622K	-$14.9K	2	0.16%	Reduced
4727	CPW Crestmont Private Wealth Houston, Texas	$616K	+$26K	2	0.36%	Increased
4728	G Gainplan Bloomfield Hills, Michigan	$610K	+$561K	2	0.33%	New
4729	IPW Intergy Private Wealth Colorado Springs, Colorado	$608K	+$158K	2	0.3%	Increased
4730	CAM CPA Asset Management West Palm Beach, Florida	$607K	-$8.16K	2	0.44%	Reduced
4731	BC Brio Consultants San Francisco, California	$606K	+$104K	1	0.11%	Increased
4732	SFG Sterling Financial Group Pasadena, California	$605K	+$475K	1	0.4%	New
4733	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$602K	$0	2	0.53%	Maintained
4734	GWSA Global Wealth Strategies & Associates Denver, Colorado	$602K	+$2.44K	8	0.28%	Increased
4735	MWP Moller Wealth Partners	$599K	$0	1	0.18%	Maintained
4736	WC Wexford Capital West Palm Beach, Florida	$598K	-$852K	1	0.12%	Reduced
4737	CPA Capital Performance Advisors Walnut Creek, California	$590K	-$124K	2	0.29%	Reduced
4738	LGG Luts & Greenleigh Group Bethesda, Maryland	$587K	+$32.5K	2	0.72%	Increased
4739	SC Soundwatch Capital Rowayton, Connecticut	$587K	-$61K	2	0.15%	Reduced
4740	KA Kooman & Associates Altoona, Pennsylvania	$582K	-$17.6K	1	0.29%	Reduced
4741	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$580K	+$4.87K	2	0.84%	Increased
4742	C1AG Client 1st Advisory Group Dunedin, Florida	$579K	+$223K	2	0.3%	Increased
4743	GM GeoWealth Management Chicago, Illinois	$575K	+$131K	11	0.06%	Increased
4744	FWP Falcon Wealth Planning Ontario, California	$574K	+$487K	2	0.13%	New
4745	HA HFG Advisors Cincinatti, Ohio	$574K	+$58.8K	1	0.61%	Increased
4746	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$572K	+$457K	2	0.08%	New
4747	SWG Summit Wealth Group White River Junction, Vermont	$572K	+$560K	2	0.23%	Increased
4748	HNW High Note Wealth Deephaven, Minnesota	$566K	+$67.1K	1	0.23%	Increased
4749	AG Appleton Group Appleton, Wisconsin	$564K	-$1.04M	2	0.79%	Reduced
4750	AU Algebris (UK) London, United Kingdom	$564K	$0	1	0.28%	Maintained