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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
4826	HF Halpern Financial Ashburn, Virginia	$231K	+$123K	9	0.1%	Increased
4827	LHEI Leo H. Evart Inc Redwood City, California	$231K	+$213K	1	0.23%	New
4828	AWMG Alliance Wealth Management Group Flemington, New Jersey	$230K	+$215K	1	0.07%	New
4829	FFA Fi3 Financial Advisors Indianapolis, Indiana	$230K	+$215K	1	0.15%	New
4830	NS Newman & Schimel Deerfield, Illinois	$229K	+$214K	1	0.13%	New
4831	MRWM ML&R Wealth Management Austin, Texas	$226K	+$220K	1	0.08%	New
4832	APW Atlantic Private Wealth Chapel Hill, North Carolina	$224K	+$223K	1	0.2%	New
4833	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$223K	+$209K	1	0.15%	New
4834	RK Rather & Kittrell Knoxville, Tennessee	$223K	+$224K	13	0.2%	New
4835	BMD Better Money Decisions Santa Fe, New Mexico	$222K	-$749K	1	0.19%	Reduced
4836	SAM Satovsky Asset Management New York	$222K	+$207K	1	0.15%	New
4837	ACM Academy Capital Management Waco, Texas	$220K	$0	1	0.03%	Maintained
4838	RI Rinkey Investments San Diego, California	$218K	+$204K	5	0.2%	New
4839	HFW Horizon Family Wealth Chicago, Illinois	$217K	+$183K	1	0.22%	New
4840	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$217K	+$148K	2	0.05%	New
4841	WWM Wiser Wealth Management Marietta, Georgia	$217K	+$190K	1	0.11%	New
4842	CA Claris Advisors St. Louis, Missouri	$216K	+$214K	1	0.23%	New
4843	SFP Sterling Financial Planning Sparta, New Jersey	$216K	-$509K	1	0.14%	Reduced
4844	MI Markston International White Plains, New York	$215K	-$768	3	0.22%	Reduced
4845	BFAG Blackston Financial Advisory Group The Villages, Florida	$214K	+$188K	1	0.12%	New
4846	KWA Kellett Wealth Advisors Cincinnati, Ohio	$214K	+$212K	1	0.16%	New
4847	BWA Beam Wealth Advisors Covington, Louisiana	$213K	-$82.5K	1	0.24%	Reduced
4848	DP Denver PWM Denver, Colorado	$212K	+$193K	1	0.08%	New
4849	WWP Waypoint Wealth Partners Mill Valley, California	$211K	+$206K	1	0.07%	New
4850	HA HC Advisors Sandy Springs, Georgia	$210K	+$256	1	0.13%	Increased