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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	SM Sensible Money Scottsdale, Arizona	$544K	-$369K	1	0.27%	Reduced
5427	CFS CGC Financial Services Lake Oswego, Oregon	$544K	+$31.8K	14	0.24%	Increased
5428	BFS Beacon Financial Strategies Raleigh, North Carolina	$544K	-$5.54K	1	0.39%	Reduced
5429	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$543K	-$229K	1	0.31%	Reduced
5430	SFS Searcy Financial Services Overland Park, Kansas	$541K	+$56.9K	1	0.27%	Increased
5431	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$541K	+$109K	1	0.14%	Increased
5432	ARC Advisor Resource Council Dallas, Texas	$540K	-$8.17M	4	0.99%	Reduced
5433	KLI Kelman-Lazarov Inc Memphis, Tennessee	$539K	+$175K	2	0.1%	Increased
5434	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$538K	+$33.2K	16	0.4%	Increased
5435	HC Hoese & Co Glencoe, Minnesota	$536K	-$111K	12	0.47%	Reduced
5436	FL FreeGulliver LLC New Orleans, Louisiana	$534K	+$56.2K	2	0.37%	Increased
5437	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$532K	+$26.2K	6	0.47%	Increased
5438	CWM Cadence Wealth Management Westborough, Massachusetts	$532K	-$35.5K	1	0.37%	Reduced
5439	AFM Anson Funds Management Dallas, Texas	$531K	-$1.7M	1	0.06%	Reduced
5440	EFA Edge Financial Advisors Wheaton, Illinois	$530K	-$1.18M	1	0.55%	Reduced
5441	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$526K	+$445K	2	0.25%	New
5442	PWM Provident Wealth Management Brentwood, Tennessee	$524K	+$437K	2	0.19%	New
5443	AFA Alpha Financial Advisors Charlotte, North Carolina	$520K	+$201K	2	0.25%	Increased
5444	HCP Hardin Capital Partners Greenville, South Carolina	$519K	+$455K	2	0.34%	New
5445	MFS McNamara Financial Services Marshfield, Massachusetts	$517K	-$129K	1	0.11%	Reduced
5446	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$516K	+$50.6K	1	0.09%	Increased
5447	MPCA Madison Park Capital Advisors Seattle, Washington	$510K	+$47.5K	1	0.43%	Increased
5448	PIM Pullen Investment Management Bradenton, Florida	$509K	+$9.81K	1	0.42%	Increased
5449	MKW Mullaney, Keating & Wright Middletown, Connecticut	$508K	+$416K	1	0.39%	New
5450	SFA Seneca Financial Advisors Rochester, New York	$507K	+$18.9K	1	0.26%	Increased