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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
5926	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$3.55M	+$996K	5	0.9%	Increased
5927	SAM Stenahm Asset Management Guernsey	$3.55M	-$12.4M	2	2.54%	Reduced
5928	FF Friedenthal Financial Marlton, New Jersey	$3.54M	-$562K	11	1.64%	Reduced
5929	DF Daviman Financial Noblesville, Indiana	$3.54M	+$421K	5	1.95%	Increased
5930	QWM Quaker Wealth Management Moorestown, New Jersey	$3.53M	-$251K	40	1.03%	Reduced
5931	MCA Maryland Capital Advisors Chester, Maryland	$3.53M	+$3.47M	34	1.13%	New
5932	IAP Indie Asset Partners Carmel, Indiana	$3.53M	+$567K	3	3.38%	Increased
5933	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$3.53M	+$46.3K	6	10.94%	Increased
5934	SWM SK Wealth Management Providence, Rhode Island	$3.51M	-$4.39K	4	0.79%	Reduced
5935	BGAI Bruce G. Allen Investments Denver, Colorado	$3.5M	-$556K	46	2.23%	Reduced
5936	MHFA Mission Hills Financial Advisory San Diego, California	$3.5M	+$550K	3	1.54%	Increased
5937	RCA Rose Capital Advisors Miami Beach, Florida	$3.49M	+$3.27M	4	1.75%	New
5938	GC Gratia Capital Los Angeles, California	$3.48M	-$803K	1	2.11%	Reduced
5939	OFG Orcam Financial Group Encinitas, California	$3.48M	+$2.98M	7	1.7%	New
5940	RYA Richard Young Associates Augusta, Georgia	$3.48M	-$5.55K	1	2.31%	Reduced
5941	LFG Leverty Financial Group Hudson, Wisconsin	$3.47M	+$355K	3	0.68%	Increased
5942	RG RHL Group Holly, Michigan	$3.46M	+$538K	18	2.88%	Increased
5943	T Tableaux Stockbridge, Massachusetts	$3.45M	-$5.48K	5	1.45%	Reduced
5944	PWM PTM Wealth Management North Wales, United States	$3.45M	+$372K	6	1.56%	Increased
5945	ACM Armbruster Capital Management Pittsford, New York	$3.43M	-$1.75M	5	0.51%	Reduced
5946	GF GGM Financials Columbus, Ohio	$3.42M	+$7.12K	9	1.3%	Increased
5947	SFSG Sound Financial Strategies Group Madison, Mississippi	$3.42M	+$627K	7	2.17%	Increased
5948	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.42M	-$396K	20	0.64%	Reduced
5949	SWA Serenus Wealth Advisors Santa Monica, California	$3.41M	+$399K	5	0.6%	Increased
5950	LSL Legacy Solutions LLC Kennett Square, Pennsylvania	$3.4M	+$455K	5	2.75%	Increased