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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
6276	PSA Plum Street Advisors New Orleans, Louisiana	$254K	-$63.3K	1	0.11%	Reduced
6277	WFS Walker Financial Services Bowling Green, Kentucky	$253K	+$201K	1	0.11%	New
6278	JAA Joel Adams & Associates Asheville, North Carolina	$251K	-$50.3K	1	0.22%	Reduced
6279	LFWA LBJ Family Wealth Advisors Austin, Texas	$251K	+$200K	1	0.15%	New
6280	BOC Bull Oak Capital San Diego, California	$250K	+$199K	1	0.11%	New
6281	MWM Maltin Wealth Management Ridgewood, New Jersey	$248K	$0	1	0.11%	Maintained
6282	KPWM KDK Private Wealth Management Houston, Texas	$248K	+$197K	1	0.26%	New
6283	HWM Horizons Wealth Management Asheville, North Carolina	$248K	$0	6	0.18%	Maintained
6284	MWA Merkkuri Wealth Advisors Hicksville, New York	$247K	-$442K	1	0.19%	Reduced
6285	TL Tradewinds LLC Raleigh, North Carolina	$247K	-$23.8M	1	0.19%	Reduced
6286	FPCG Forum Private Client Group Fishers, Indiana	$246K	+$196K	1	0.1%	New
6287	AFA AllGen Financial Advisors Orlando, Florida	$245K	+$195K	1	0.07%	New
6288	Simplify Asset Management Las Vegas, Nevada	$244K	-$23.4K	1	0.01%	Reduced
6289	RW Regimen Wealth Atlanta, Georgia	$244K	$0	1	0.08%	Maintained
6290	LA LWM Advisors El Dorado Hills, California	$244K	+$194K	1	0.23%	New
6291	MPW Melone Private Wealth Auburn Hills, Michigan	$243K	+$194K	1	0.12%	New
6292	PMIM Prudent Man Investment Management Louisville, Colorado	$243K	$0	7	0.13%	Maintained
6293	MWML M Wealth Management LLC San Diego, California	$242K	+$193K	1	0.22%	New
6294	RSF Rik Saylor Financial Fairfield, Ohio	$241K	+$185K	1	0.19%	New
6295	CIA Citadel Investment Advisory Chesterland, Ohio	$240K	-$11.9K	1	0.12%	Reduced
6296	SHM Sagard Holdings Management Toronto, Ontario, Canada	$240K	+$193K	6	0.67%	New
6297	EF Elite Financial Lewiston, Idaho	$239K	-$129K	1	0.12%	Reduced
6298	MCM MontVue Capital Management Lynchburg, Virginia	$239K	+$195K	1	0.17%	New
6299	DCM Disciplina Capital Management Nashville, Tennessee	$239K	+$366	3	0.03%	Increased
6300	SC Schiavi & Co Wilmington, Delaware	$238K	+$190K	1	0.08%	New