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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
5501	CIA Citadel Investment Advisory Chesterland, Ohio	$404K	-$10.7K	1	0.23%	Reduced
5502	SCA SMH Capital Advisors Fort Worth, Texas	$399K	-$95.6K	1	1.22%	Reduced
5503	AWM AAF Wealth Management Westborough, Massachusetts	$397K	+$347K	1	0.21%	New
5504	MFA McClarren Financial Advisors State College, Pennsylvania	$396K	+$6.7M	17	0.28%	Increased
5505	SIA Spectrum Investment Advisors Mequon, Wisconsin	$395K	-$656K	1	0.29%	Reduced
5506	FC Farley Capital New York	$395K	+$384K	1	0.35%	New
5507	AWM Aspire Wealth Management Waltham, Massachusetts	$394K	+$28.3K	1	0.23%	Increased
5508	SJGA Stephen J. Garry & Associates Garden City, New York	$393K	+$16.6K	1	0.4%	Increased
5509	FCG Financial Connections Group Corte Madera, California	$393K	+$192K	17	0.2%	Increased
5510	6CM 683 Capital Management New York	$391K	-$151K	1	0.03%	Reduced
5511	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$391K	+$27.7K	1	0.09%	Increased
5512	Cable Car Capital San Francisco, California	$388K	$0	1	0.41%	Maintained
5513	BFS Bare Financial Services Gap, Pennsylvania	$388K	+$9.81K	4	0.2%	Increased
5514	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$385K	-$185K	1	0.24%	Reduced
5515	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$381K	-$76.5K	1	0.15%	Reduced
5516	KA Kearns & Associates Palos Verdes Estates, California	$379K	$0	1	0.28%	Maintained
5517	EU Emory University Atlanta, Georgia	$379K	+$2.43K	1	0.24%	Increased
5518	WFPG Waller Financial Planning Group Columbus, Ohio	$378K	+$105K	1	0.1%	Increased
5519	WWP Waypoint Wealth Partners Mill Valley, California	$378K	$0	1	0.11%	Maintained
5520	RF Robinswood Financial Kirkland, Washington	$378K	+$139K	10	0.15%	Increased
5521	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$372K	-$99.6K	1	1.58%	Reduced
5522	BWM Benchmark Wealth Management Old Lyme, Connecticut	$371K	$0	1	0.2%	Maintained
5523	FWM Fortress Wealth Management Culver City, California	$369K	+$47.1K	1	0.19%	Increased
5524	FWM ForthRight Wealth Management Alpharetta, Georgia	$368K	$0	1	0.13%	Maintained
5525	SPM Symmetry Peak Management Radnor, Pennsylvania	$367K	-$1.9M	4	0.65%	Reduced