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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
4951	JA JVL Associates Wyoming, Michigan	$275K	-$199K	1	0.13%	Reduced
4952	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$271K	+$223K	1	0.05%	New
4953	AM Atwater Malick Lancaster, Pennsylvania	$270K	+$212K	1	0.12%	New
4954	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$270K	+$3.29K	1	0.08%	Increased
4955	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$268K	+$210K	1	0.25%	New
4956	GWI Grace & White Inc Ny, New York	$268K	+$259K	1	0.05%	New
4957	AWM Act Wealth Management Plano, Texas	$268K	$0	1	0.15%	Maintained
4958	BWM Brown Wealth Management Naperville, Illinois	$267K	+$209K	1	0.14%	New
4959	MAM Marketfield Asset Management New York	$267K	+$98.2K	1	0.21%	Increased
4960	EW Element Wealth Ridgeland, Mississippi	$266K	+$425	2	0.19%	Increased
4961	OCFG O'Connor Financial Group Quincy, Illinois	$266K	+$209K	1	0.18%	New
4962	RWM Reston Wealth Management Reston, Virginia	$265K	+$208K	1	0.13%	New
4963	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$265K	+$208K	1	0.36%	New
4964	Waratah Capital Advisors Toronto, Ontario, Canada	$265K	-$6.48M	1	0.01%	Reduced
4965	ASFA All Season Financial Advisors Denver, Colorado	$265K	-$148K	1	0.24%	Reduced
4966	HIF Hill Island Financial Grand Rapids, Michigan	$264K	+$207K	1	0.1%	New
4967	ECAM East Coast Asset Management Essex, Massachusetts	$263K	$0	1	0.12%	Maintained
4968	TFA Tobias Financial Advisors Plantation, Florida	$263K	-$36.2K	1	0.07%	Reduced
4969	BAG Briggs Advisory Group Lincoln, Rhode Island	$263K	+$216K	1	0.15%	New
4970	GFG GR Financial Group Tucson, Arizona	$261K	+$1.89K	1	0.08%	Increased
4971	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$261K	+$229K	1	0.06%	New
4972	IW Instrumental Wealth Tampa, Florida	$261K	+$197K	1	0.31%	New
4973	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$259K	+$167K	2	0.19%	Increased
4974	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$258K	$0	1	5.93%	Maintained
4975	MWA Miller Wealth Advisors Ridgeway, Colorado	$256K	-$472K	4	0.17%	Reduced