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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
4926	AFA Arlington Financial Advisors Santa Barbara, California	$326K	$0	1	0.12%	Maintained
4927	JCM J2 Capital Management Troy, Michigan	$324K	-$474K	1	0.41%	Reduced
4928	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$323K	-$7.17K	1	0.16%	Reduced
4929	EPP ETF Portfolio Partners Leawood, Kansas	$322K	$0	1	0.12%	Maintained
4930	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$322K	-$2.24K	1	0.15%	Reduced
4931	SPP Single Point Partners Boston, Massachusetts	$321K	-$2.63M	1	0.08%	Reduced
4932	RIA Richwood Investment Advisors Cincinnati, Ohio	$320K	-$766	1	0.33%	Reduced
4933	HCM Hutchinson Capital Management San Rafael, California	$316K	+$164	1	0.07%	Increased
4934	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$316K	+$7.17K	1	0.11%	Increased
4935	BAMG Brand Asset Management Group Chesterfield, Missouri	$316K	+$325K	1	0.16%	New
4936	FP Factorial Partners Mt. Kisco, New York	$315K	$0	1	0.23%	Maintained
4937	HF Halpern Financial Ashburn, Virginia	$314K	-$478	5	0.11%	Reduced
4938	ITB Idaho Trust Bank Boise, Idaho	$313K	+$327K	1	0.2%	New
4939	RWM Reston Wealth Management Reston, Virginia	$312K	+$40.3K	1	0.16%	Increased
4940	WPA Winning Points Advisors Boca Raton, Florida	$312K	$0	1	0.55%	Maintained
4941	GFL Granite FO LLC Bedford, New Hampshire	$308K	+$4.3K	4	0.22%	Increased
4942	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$306K	$0	1	0.2%	Maintained
4943	CFM Comprehensive Financial Management Los Gatos, California	$304K	+$314K	1	0.01%	New
4944	SCA Sassicaia Capital Advisers Jericho, New York	$304K	-$32.1M	1	14.33%	Reduced
4945	RCM Requisite Capital Management Dallas, Texas	$304K	$0	1	0.08%	Maintained
4946	AFIA America First Investment Advisors Omaha, Nebraska	$303K	$0	3	0.08%	Maintained
4947	MWP Meredith Wealth Planning Maryville, Illinois	$301K	+$50.2K	1	0.22%	Increased
4948	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$300K	-$112K	1	0.21%	Reduced
4949	GA Greenspring Advisors Towson, Maryland	$298K	$0	1	0.09%	Maintained
4950	HWM Hassell Wealth Management Houma, Louisiana	$297K	$0	1	0.22%	Maintained