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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
4876	IHWM Iron Horse Wealth Management Johston, Iowa	$156K	+$9.45K	6	0.09%	Increased
4877	NOI Newton One Investments Newark, Delaware	$155K	$0	3	0.11%	Maintained
4878	BA Bellwether Advisors Lincoln, Nebraska	$138K	-$8.94K	17	0.04%	Reduced
4879	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$135K	+$4.92K	7	0.02%	Increased
4880	M1FG Mach-1 Financial Group Rogers, Arkansas	$133K	+$133K	22	0.08%	New
4881	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$131K	-$7.92K	4	0.15%	Reduced
4882	SPA Shore Point Advisors Brielle, New Jersey	$131K	+$126K	5	0.11%	New
4883	MG MilWealth Group Milwaukee, Wisconsin	$129K	-$18.7K	7	0.05%	Reduced
4884	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$120K	$0	1	0.13%	Maintained
4885	CMF Counterpoint Mutual Funds San Diego, California	$114K	-$247K	4	0.11%	Reduced
4886	BWS BCR Wealth Strategies Vestavia, Alabama	$112K	+$105K	3	0.11%	New
4887	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$112K	+$12.4K	7	0.06%	Increased
4888	IFA Interactive Financial Advisors New Lenox, Illinois	$104K	+$313K	1	0.04%	Increased
4889	JWBC John W. Brooker & Co Oakland, California	$99K	$0	3	0.05%	Maintained
4890	PIA Powell Investment Advisors Miami, Florida	$96K	+$139K	1	0.05%	New
4891	MCF Advisors Covington, Kentucky	$93K	-$3.34M	3	1.99%	Reduced
4892	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$89K	+$942	1	0.02%	Increased
4893	SFG Steward Financial Group Colleyville, Texas	$87K	+$87K	12	0.08%	New
4894	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$84K	$0	1	0.03%	Maintained
4895	AA AlphaCentric Advisors San Juan, Puerto Rico	$82K	-$1.48M	2	0.02%	Reduced
4896	IA IFS Advisors Overland Park, Kansas	$80K	+$79.5K	5	0.06%	New
4897	FC Family CFO Los Altos, California	$79K	+$76.1K	2	0.08%	New
4898	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$77K	+$20.4K	3	0.03%	Increased
4899	CFRPA Castle Financial & Retirement Planning Associates Fair Haven, New Jersey	$74K	+$74.8K	10	0.25%	New
4900	Millburn Ridgefield Corp New York	$59K	+$1.94K	1	0%	Increased