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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	TWP TFO Wealth Partners Maumee, Ohio	$367K	+$7K	27	0.08%	Increased
4877	SCG Sonata Capital Group Seattle, Washington	$367K	$0	1	0.19%	Maintained
4878	WPA Winning Points Advisors Boca Raton, Florida	$365K	$0	1	0.56%	Maintained
4879	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$365K	-$63.8K	7	0.19%	Reduced
4880	EPP ETF Portfolio Partners Leawood, Kansas	$365K	-$263K	1	0.13%	Reduced
4881	HCM Hutchinson Capital Management San Rafael, California	$364K	+$460	1	0.09%	Increased
4882	Simplicity Wealth Summit, New Jersey	$361K	-$5.35K	1	0.22%	Reduced
4883	RFP Roth Financial Partners Kingwood, Texas	$360K	-$277K	2	0.23%	Reduced
4884	NCM Next Capital Management New York	$357K	$0	1	0.17%	Maintained
4885	KWM Kaydan Wealth Management Fenton, Michigan	$356K	$0	1	0.15%	Maintained
4886	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$354K	-$1.77M	1	0.25%	Reduced
4887	CBNLCF Cognios Beta Neutral Large Cap Fund Prairie Village, Kansas	$353K	-$805K	1	0.41%	Reduced
4888	FPM Francisco Partners Management San Francisco, California	$351K	+$10.9K	1	0.03%	Increased
4889	BFP Beacon Financial Planning Hyannis, Massachusetts	$348K	$0	1	0.3%	Maintained
4890	DCM Disciplina Capital Management Nashville, Tennessee	$348K	+$160K	3	0.06%	Increased
4891	DF DecisionPoint Financial Mesa, Arizona	$347K	-$38.9K	11	0.18%	Reduced
4892	HCA Heck Capital Advisors Rhinelander, Wisconsin	$345K	-$369K	1	0.06%	Reduced
4893	ACM AUA Capital Management Camp Hill, Pennsylvania	$343K	-$46.4K	1	0.24%	Reduced
4894	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$341K	+$934	1	0.23%	Increased
4895	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$340K	-$6.24K	16	0.14%	Reduced
4896	EWA ERTS Wealth Advisors Marquette, Michigan	$340K	+$1.99K	1	0.08%	Increased
4897	AAM Ameraudi Asset Management New York	$337K	-$2.99K	1	0.15%	Reduced
4898	Sageworth Trust Lancaster, Pennsylvania	$335K	-$372K	1	0.02%	Reduced
4899	DFA DHJJ Financial Advisors Naperville, Illinois	$335K	-$9.98K	1	0.17%	Reduced
4900	PFM Phillips Financial Management Fort Wayne, Indiana	$334K	+$9.63K	1	0.03%	Increased