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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
5451	MA MAS Advisors Miami, Florida	$506K	$0	1	1.21%	Maintained
5452	SFO Standard Family Office Sioux Falls, South Dakota	$505K	-$9.46K	3	0.65%	Reduced
5453	TCM Tuttle Capital Management Riverside, Connecticut	$504K	-$302K	2	3.03%	Reduced
5454	LIWM Long Island Wealth Management Melville, New York	$503K	+$105K	1	0.35%	Increased
5455	RWM Ruedi Wealth Management Champaign, Illinois	$502K	+$190K	21	0.2%	Increased
5456	LWMNY Landmark Wealth Management (New York) Melville, New York	$502K	+$68.1K	1	0.39%	Increased
5457	FFG Foundry Financial Group Laconia, New Hampshire	$501K	+$37.6K	1	0.34%	Increased
5458	ASI Advisory Services & Investments Bend, Oregon	$494K	-$101K	1	0.34%	Reduced
5459	CFM Comprehensive Financial Management Los Gatos, California	$494K	-$303K	1	0.02%	Reduced
5460	FFWA Forthright Family Wealth Advisory Houston, Texas	$491K	+$104K	1	0.32%	Increased
5461	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$479K	+$176K	2	0.31%	Increased
5462	WRM Weybosset Research & Management Province, Rhode Island	$477K	+$466K	1	0.18%	New
5463	SAW Signal Advisors Wealth Detroit, Michigan	$471K	-$7.95M	1	1.03%	Reduced
5464	WFM Wolff Financial Management Kalamazoo, Michigan	$464K	-$2.56M	1	0.34%	Reduced
5465	FW Fairway Wealth Independence, Ohio	$464K	+$405K	18	0.27%	New
5466	MAS Madden Advisory Services Jacksonville, Florida	$464K	+$23.2K	1	0.24%	Increased
5467	CF Crosspoint Financial Tustin, California	$463K	+$379K	1	1.89%	New
5468	SCM Sollinda Capital Management Miami, Florida	$459K	+$376K	1	0.14%	New
5469	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$457K	+$232K	10	0.66%	Increased
5470	BWM Buska Wealth Management Wausau, Wisconsin	$457K	+$385K	2	0.18%	New
5471	HI Hendershot Investments Centreville, Virginia	$456K	+$23.3K	1	0.07%	Increased
5472	RCM RMR Capital Management Tustin, California	$456K	$0	1	0.42%	Maintained
5473	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$455K	-$204K	1	0.19%	Reduced
5474	MFG MTM Financial Group Bethlehem, Pennsylvania	$454K	+$146K	2	0.29%	Increased
5475	ODA One Degree Advisors San Diego, California	$452K	+$944	1	0.22%	Increased