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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	PWP PrairieView Wealth Partners Orland Park, Illinois	$337K	$0	1	0.35%	Maintained
6202	AFA Avant Financial Advisors Austin, Texas	$336K	-$75.5K	1	0.28%	Reduced
6203	EFG Erickson Financial Group Allentown, Pennsylvania	$333K	+$1.26K	1	0.22%	Increased
6204	OC OxenFree Capital Satellite Beach, Florida	$332K	$0	1	0.2%	Maintained
6205	Cortland Associates St Louis, Missouri	$328K	-$3.78K	1	0.04%	Reduced
6206	HA Hamel Associates Chatham, New Jersey	$328K	+$261K	1	0.11%	New
6207	FA FC Advisory West Chester, Pennsylvania	$326K	$0	1	0.1%	Maintained
6208	MFN Midwest Financial Network Tinley Park, Illinois	$325K	+$259K	1	0.32%	New
6209	MFG MTM Financial Group Bethlehem, Pennsylvania	$324K	-$10.7K	1	0.18%	Reduced
6210	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$323K	+$261K	1	0.15%	New
6211	SW Schulz Wealth Mansfield, Texas	$322K	-$40.8K	1	0.24%	Reduced
6212	DC Dahring Cusmano Novi, Michigan	$321K	+$4.91K	1	0.25%	Increased
6213	BCM Bluefin Capital Management New York	$321K	-$414K	2	0.24%	Reduced
6214	IMA Investment Management Associates Greenwood Village, Colorado	$321K	$0	1	0.11%	Maintained
6215	OFI Outbound Financial Inc Boulder, Colorado	$321K	+$255K	1	0.29%	New
6216	TA Teramo Advisors Naples, Florida	$320K	+$252K	1	0.09%	New
6217	WIM Waycross Investment Management Bellingham, Washington	$320K	+$252K	1	0.33%	New
6218	WMWM Wilkins Miller Wealth Management Mobile, Alabama	$319K	+$18.1K	1	0.22%	Increased
6219	AH Addis & Hill Wayne, Pennsylvania	$318K	$0	1	0.21%	Maintained
6220	NI NFC Investments Memphis, Tennessee	$318K	$0	1	0.09%	Maintained
6221	SIA Spectrum Investment Advisors Mequon, Wisconsin	$318K	+$3.15K	1	0.18%	Increased
6222	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$317K	-$6.53K	8	0.12%	Reduced
6223	Alaska Permanent Capital Management Anchorage, Alaska	$316K	$0	1	0.02%	Maintained
6224	SFO Standard Family Office Sioux Falls, South Dakota	$316K	$0	1	0.37%	Maintained
6225	Marquette Asset Management Minneapolis, Minnesota	$312K	$0	3	0.05%	Maintained