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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
6151	PFS Professional Financial Solutions Falls Chruch, Virginia	$2.6M	-$692K	2	2.02%	Reduced
6152	HIA Highland Investment Advisors Ponte Vedra, Florida	$2.59M	+$2.58M	32	1.13%	New
6153	NA Nottingham Advisors Amherst, New York	$2.59M	-$35.3K	4	0.31%	Reduced
6154	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$2.59M	+$2.26K	1	2.17%	Increased
6155	BWMG Barnes Wealth Management Group Bakersfield, California	$2.59M	+$200K	4	1.2%	Increased
6156	MCM Mork Capital Management Healdsburg, California	$2.58M	-$1.89M	2	1.65%	Reduced
6157	EFN Equita Financial Network Fort Washington, Pennsylvania	$2.57M	+$929K	5	0.71%	Increased
6158	E3F Eight 31 Financial Midland, Texas	$2.57M	+$18.2K	3	1.53%	Increased
6159	PWS Pursuit Wealth Strategies Raleigh, North Carolina	$2.56M	-$179K	3	3.33%	Reduced
6160	WFA WJ Financial Advisors Killingworth, Connecticut	$2.56M	+$41.2K	3	1.88%	Increased
6161	JCA January Capital Advisors San Francisco, California	$2.55M	+$338K	2	2.13%	Increased
6162	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$2.55M	+$549K	4	1.81%	Increased
6163	RCWM Red Crane Wealth Management San Francisco, California	$2.54M	+$62.7K	4	1.87%	Increased
6164	EP EPIQ Partners Minneapolis, Minnesota	$2.54M	+$340K	5	1.08%	Increased
6165	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$2.53M	+$1.45M	4	1.5%	Increased
6166	AAA Adams Asset Advisors Dallas, Texas	$2.53M	$0	1	0.29%	Maintained
6167	IW Imprint Wealth Mount Pleasant, South Carolina	$2.53M	-$576K	16	10.26%	Reduced
6168	BBFA Brindle & Bay Financial Advisors Frisco, Texas	$2.52M	+$569K	5	1.26%	Increased
6169	BAM Banta Asset Management Newport Beach, California	$2.52M	+$830K	1	2.25%	Increased
6170	VA Veratis Advisors Cary, North Carolina	$2.51M	+$2.45M	4	1.77%	New
6171	ACA Ascension Capital Advisors Houston, Texas	$2.5M	+$585K	7	0.7%	Increased
6172	TA TPG Advisors Northfield, Illinois	$2.49M	+$250K	4	1.37%	Increased
6173	PWM Provident Wealth Management Brentwood, Tennessee	$2.49M	+$1.28M	7	0.64%	Increased
6174	BCM Bancreek Capital Management Santa Monica, California	$2.49M	-$539K	1	9.41%	Reduced
6175	AF ASL Financial Los Gatos, California	$2.49M	+$264K	4	1.75%	Increased