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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
6201	FA FC Advisory West Chester, Pennsylvania	$277K	$0	1	0.09%	Maintained
6202	KFG Kelly Financial Group Wethersfield, Connecticut	$277K	+$287K	1	0.1%	New
6203	BWA Babb Wealth Advisors Flagstaff, Arizona	$276K	+$283K	1	0.22%	New
6204	TLFA True Link Financial Advisors San Francisco, California	$275K	-$13.9K	1	0.02%	Reduced
6205	SPAS Spectrum Planning & Advisory Services San Diego, California	$275K	+$138	1	0.24%	Increased
6206	BGA Battery Global Advisors Boston, Massachusetts	$272K	+$200	6	0.15%	Increased
6207	BWM Buska Wealth Management Wausau, Wisconsin	$272K	+$279K	1	0.09%	New
6208	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$272K	+$276	5	0.11%	Increased
6209	HAS Holland Advisory Services Ormond Beach, Florida	$271K	-$163K	1	0.35%	Reduced
6210	NI NFC Investments Memphis, Tennessee	$270K	$0	1	0.07%	Maintained
6211	WIM Waycross Investment Management Bellingham, Washington	$269K	$0	1	0.28%	Maintained
6212	APCM Alaska Permanent Capital Management Anchorage, Alaska	$269K	+$276K	1	0.02%	New
6213	EC EJF Capital Arlington, Virginia	$269K	-$138K	1	0.18%	Reduced
6214	ZIMP Zimmermann Investment Management & Planning New Cumberland, Pennsylvania	$269K	-$25.6M	1	11.85%	Reduced
6215	AWA Alaska Wealth Advisors Anchorage, Alaska	$268K	-$542K	1	0.04%	Reduced
6216	JAA Joel Adams & Associates Asheville, North Carolina	$267K	+$274K	1	0.24%	New
6217	LIWM Long Island Wealth Management Melville, New York	$265K	$0	1	0.17%	Maintained
6218	PC Prairiewood Capital Fargo, North Dakota	$264K	+$5.9K	1	0.11%	Increased
6219	PAM Prodigy Asset Management Omaha, Nebraska	$263K	+$270K	1	0.22%	New
6220	TWCA Two West Capital Advisors Overland Park, Kansas	$262K	+$1.57K	1	0.22%	Increased
6221	BOC Bull Oak Capital San Diego, California	$262K	-$21.4K	1	0.15%	Reduced
6222	BWG Balanced Wealth Group Westlake, Ohio	$260K	$0	1	0.12%	Maintained
6223	SWP SIMA Wealth Partners North Chesterfield, Virginia	$259K	+$18K	4	0.22%	Increased
6224	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$259K	-$6.33K	9	0.15%	Reduced
6225	IPA Investment Planning Advisors Cumming, Georgia	$258K	-$45.2K	1	0.11%	Reduced