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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
6251	GK Graney & King Latham, New York	$2.23M	+$90K	13	0.8%	Increased
6252	LAM Lakewood Asset Management Naperville, Illinois	$2.23M	+$452K	3	1.22%	Increased
6253	DG Diesslin Group Fort Worth, Texas	$2.22M	+$654K	5	0.86%	Increased
6254	MFP Meramec Financial Planners Saint Louis, Missouri	$2.22M	+$61.5K	25	0.81%	Increased
6255	AWMI Aegis Wealth Management (Iowa) Guthrie Center, Iowa	$2.22M	+$1.09M	5	1.43%	Increased
6256	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$2.22M	+$770K	2	2.17%	Increased
6257	SFP Sterling Financial Planning Sparta, New Jersey	$2.21M	+$376K	5	0.6%	Increased
6258	CCA Collaborative Capital Advisors New York	$2.21M	+$2.05M	5	1.4%	New
6259	LIP Lynch Investment Planning Newtown Square, Pennsylvania	$2.21M	+$354K	5	1.7%	Increased
6260	NC nVerses Capital Wellington, Florida	$2.2M	-$1.2M	10	3.39%	Reduced
6261	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$2.2M	-$151K	2	0.44%	Reduced
6262	SCM Sterneck Capital Management Kansas City, Missouri	$2.2M	-$759K	3	0.94%	Reduced
6263	VH VVR Holdings Bellingham, Washington	$2.2M	-$914K	2	0.95%	Reduced
6264	ARA Approach Retirement Advisors Vestavia, Alabama	$2.2M	+$253K	4	1.59%	Increased
6265	PRI Prepared Retirement Institute Lansdale, Pennsylvania	$2.19M	+$802K	5	0.93%	Increased
6266	SC US (TTGP) Menlo Park, California	$2.19M	$0	1	0.01%	Maintained
6267	JCM J2 Capital Management Troy, Michigan	$2.19M	-$698K	5	1.47%	Reduced
6268	MIM Montgomery Investment Management Rockville, Maryland	$2.19M	+$284K	4	0.67%	Increased
6269	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$2.19M	+$106	43	1.21%	Increased
6270	CA Crane Advisory Fullerton, California	$2.19M	+$184K	2	0.31%	Increased
6271	AAS Asset Allocation Strategies Farmington, Michigan	$2.19M	+$515K	3	0.34%	Increased
6272	FS Financial Symmetry Raleigh, North Carolina	$2.19M	+$586K	3	0.73%	Increased
6273	CAM Cobblestone Asset Management Richmond, Virginia	$2.19M	-$280K	3	0.91%	Reduced
6274	RLWM RF&L Wealth Management Acton, Massachusetts	$2.18M	$0	1	1.48%	Maintained
6275	SAP Strategic Advisory Partners Greensboro, North Carolina	$2.18M	+$267K	4	1.54%	Increased