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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
5426	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$6.19M	+$1.88M	9	0.58%	Increased
5427	IJWM Inman Jager Wealth Management Hattiesburg, Mississippi	$6.19M	+$538K	6	3.29%	Increased
5428	CPW Catalyst Private Wealth San Mateo, California	$6.17M	+$108K	6	2.98%	Increased
5429	STA Smith Thornton Advisors Huntsville, Alabama	$6.17M	+$648K	8	2.72%	Increased
5430	KRW Kaufman Rossin Wealth Miami, Florida	$6.17M	-$971K	8	2.92%	Reduced
5431	SF Schuylkill Financial Wyomissing, Pennsylvania	$6.16M	+$5.37M	6	5.7%	New
5432	BIA BHK Investment Advisors Birmingham, Alabama	$6.16M	+$1.48M	6	1.84%	Increased
5433	DP Denver PWM Denver, Colorado	$6.16M	+$321K	8	2.01%	Increased
5434	AFS Access Financial Services Minneapolis, Minnesota	$6.15M	-$74.1K	4	2.01%	Reduced
5435	SA Stewardship Advisors Mount Joy, Pennsylvania	$6.14M	+$973K	9	1.28%	Increased
5436	GAM Gould Asset Management Claremont, California	$6.12M	+$448K	9	0.96%	Increased
5437	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$6.12M	+$5.19M	7	2.21%	Increased
5438	RTC Real Talk Capital Franklin, Tennessee	$6.12M	+$2.1M	7	4.55%	Increased
5439	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$6.12M	$0	2	1.7%	Maintained
5440	BAG Bauman Advisory Group Las Vegas, Nevada	$6.11M	+$2.42M	7	3.23%	Increased
5441	ELM Elite Life Management Sarasota, Florida	$6.11M	+$155K	6	7.15%	Increased
5442	AWM Apex Wealth Management Bedford, New Hampshire	$6.1M	-$369K	4	3.73%	Reduced
5443	CFO Collective Family Office York, Pennsylvania	$6.1M	+$530K	7	1.25%	Increased
5444	IFO Independent Family Office Albany, New York	$6.09M	-$13.7K	3	2.45%	Reduced
5445	IA Invested Advisors State College, Pennsylvania	$6.09M	+$607K	10	5.39%	Increased
5446	CWRP Cassady Wealth & Retirement Planning Henderson, Nevada	$6.09M	+$311K	3	2.83%	Increased
5447	OIM Oder Investment Management Woodland Hills, California	$6.09M	-$347K	5	4.09%	Reduced
5448	AFS AFG Fiduciary Services Hingham, Massachusetts	$6.08M	-$5.5M	2	4.73%	Reduced
5449	VPW Variant Private Wealth Tysons, Virginia	$6.07M	-$521K	2	6.83%	Reduced
5450	MFS McNamara Financial Services Marshfield, Massachusetts	$6.07M	+$483K	9	1.05%	Increased