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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
4851	HWM Hassell Wealth Management Houma, Louisiana	$403K	$0	1	0.28%	Maintained
4852	LFA Level Financial Advisors East Amherst, New York	$401K	+$35.2K	7	0.22%	Increased
4853	Advent Capital Management New York	$401K	+$408K	1	0.01%	New
4854	MFG MTM Financial Group Bethlehem, Pennsylvania	$401K	+$54.1K	1	0.34%	Increased
4855	GCM Glynn Capital Management Menlo Park, California	$400K	$0	1	0.09%	Maintained
4856	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$399K	$0	4	0.55%	Maintained
4857	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$398K	-$154K	1	0.29%	Reduced
4858	HA HC Advisors Sandy Springs, Georgia	$397K	-$239K	1	0.23%	Reduced
4859	AAMC Asset Allocation & Management Company Chicago, Illinois	$396K	-$3M	1	0.16%	Reduced
4860	WF Warner Financial Bethesda, Maryland	$394K	$0	1	0.26%	Maintained
4861	LWM Ledge Wealth Management Sartell, Minnesota	$393K	-$407K	1	0.19%	Reduced
4862	JMG Financial Group Downers Grove, Illinois	$392K	-$7.58K	1	0.02%	Reduced
4863	RFO RiverGlades Family Offices Naples, Florida	$390K	$0	1	0.35%	Maintained
4864	JMF Johnson Midwest Financial Glidden, Iowa	$384K	-$49.8K	10	0.34%	Reduced
4865	CFO Capitol Family Office Beaverton, Oregon	$384K	+$48.6K	1	0.88%	Increased
4866	LCM Landscape Capital Management Englewood, New Jersey	$382K	-$6.53M	1	0.05%	Reduced
4867	FWM FSA Wealth Management Needham, Massachusetts	$380K	-$9.63K	1	0.21%	Reduced
4868	SW Signify Wealth Saint Louis, Missouri	$379K	+$298K	1	0.33%	New
4869	PD Planning Directions Glen Mills, Pennsylvania	$379K	$0	1	0.28%	Maintained
4870	MWM Maripau Wealth Management Fort Wayne, Indiana	$377K	+$296K	1	0.34%	New
4871	BDF Black Diamond Financial Towson, Maryland	$376K	$0	1	0.11%	Maintained
4872	AFA Arlington Financial Advisors Santa Barbara, California	$375K	$0	1	0.14%	Maintained
4873	TPCM Templeton & Phillips Capital Management Lookout Mountain, Tennessee	$373K	$0	1	0.4%	Maintained
4874	CAM Crestone Asset Management Boulder, Colorado	$373K	-$25.2K	1	0.08%	Reduced
4875	PWA PCG Wealth Advisors Overland Park, Kansas	$371K	+$3.32K	1	0.23%	Increased