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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
4751	SFS Security Financial Services Fort Wayne, Indiana	$307K	+$305K	1	0.1%	New
4752	LGWM Litman Gregory Wealth Management Larkspur, California	$306K	$0	1	0.05%	Maintained
4753	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$303K	-$20K	1	0.09%	Reduced
4754	SJIA St. James Investment Advisors Port Jefferson, New York	$301K	+$291K	4	0.22%	New
4755	GC Gibson Capital Wexford, Pennsylvania	$300K	+$35.6K	1	0.07%	Increased
4756	Check Capital Management Costa Mesa, California	$299K	$0	1	0.01%	Maintained
4757	SC Schoolcraft Capital Boulder, Colorado	$298K	$0	1	0.09%	Maintained
4758	AWM Avondale Wealth Management West Lake Hills, Texas	$298K	-$84.7K	3	0.3%	Reduced
4759	BWIA Bryant Woods Investment Advisors Getzville, New York	$294K	+$258K	1	0.23%	New
4760	CBOR Community Bank of Raymore Raymore, Missouri	$294K	$0	1	0.13%	Maintained
4761	HNW High Note Wealth Deephaven, Minnesota	$294K	+$76K	1	0.1%	Increased
4762	EWG Executive Wealth Group Kirkland, Washington	$293K	+$869	1	0.18%	Increased
4763	JC JBF Capital Aspen, Colorado	$293K	$0	1	0.06%	Maintained
4764	PC Permanens Capital New York	$293K	$0	1	0.05%	Maintained
4765	MWP Madison Wealth Partners Madison, Wisconsin	$292K	$0	1	0.15%	Maintained
4766	CWA Centennial Wealth Advisory Traverse City, Michigan	$291K	+$255K	1	0.16%	New
4767	GA Greytown Advisors Miami, Florida	$290K	-$8.8K	1	0.12%	Reduced
4768	PSF Pacific Sun Financial Los Angeles, California	$289K	+$270K	1	0.15%	New
4769	PA Parkside Advisors Berkeley, California	$289K	$0	1	0.09%	Maintained
4770	AWA Aletheian Wealth Advisors Bellevue, Washington	$286K	+$268K	1	0.28%	New
4771	SCA St. Clair Advisors Mayfield Hts, Ohio	$286K	-$27.9K	1	0.16%	Reduced
4772	BC Brio Consultants San Francisco, California	$285K	-$13.8K	1	0.07%	Reduced
4773	HIF Hill Island Financial Grand Rapids, Michigan	$285K	+$241K	1	0.1%	New
4774	SPP Single Point Partners Boston, Massachusetts	$284K	-$72.4K	1	0.08%	Reduced
4775	TC TAGStone Capital Charlotte, North Carolina	$282K	+$264K	1	0.23%	New