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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
6326	LWMI Landmark Wealth Management (Illinois) Normal, Illinois	$240K	$0	1	0.09%	Maintained
6327	CIA Citadel Investment Advisory Chesterland, Ohio	$240K	$0	1	0.11%	Maintained
6328	MFG Mendota Financial Group Madison, Wisconsin	$239K	-$39.5K	3	0.18%	Reduced
6329	CGA Compound Global Advisors Mercer Island, Washington	$238K	-$24.3K	2	12.92%	Reduced
6330	MAM McCarthy Asset Management Redwood Shores, California	$238K	+$363	1	0.15%	Increased
6331	RFP RCS Financial Planning Annapolis, Maryland	$238K	$0	1	0.11%	Maintained
6332	OR Olympiad Research Stamford, Connecticut	$237K	-$574K	1	0.33%	Reduced
6333	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$236K	+$220K	1	0.13%	New
6334	EU Emory University Atlanta, Georgia	$236K	-$325K	1	0.15%	Reduced
6335	MWM Meritas Wealth Management Larkspur, California	$236K	-$16.6K	1	0.12%	Reduced
6336	RW Regimen Wealth Atlanta, Georgia	$235K	$0	1	0.07%	Maintained
6337	KGC Kennon-Green & Company New Albany, Ohio	$233K	+$216K	1	0.18%	New
6338	Stack Financial Management Whitefish, Montana	$231K	+$167K	1	0.02%	New
6339	AAG Accordant Advisory Group Annapolis, Maryland	$231K	+$25.6K	7	0.16%	Increased
6340	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$231K	+$230K	1	0.06%	New
6341	CFO Capitol Family Office Beaverton, Oregon	$229K	+$102K	2	0.28%	Increased
6342	Fund Evaluation Group Cincinnati, Ohio	$228K	-$12.2K	1	0.01%	Reduced
6343	PFA Presper Financial Architects Akron, Ohio	$226K	+$211K	1	0.13%	New
6344	Satovsky Asset Management New York	$226K	+$544	1	0.05%	Increased
6345	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$225K	+$210K	1	0.06%	New
6346	AFP Advus Financial Partners Winter Park, Florida	$225K	+$210K	1	0.08%	New
6347	MWM McMill Wealth Management Norfolk, Nebraska	$221K	+$206K	1	0.06%	New
6348	AAM American Asset Management Boca Raton, Florida	$219K	+$205K	1	0.2%	New
6349	CWD Clarity Wealth Development Corvallis, Oregon	$219K	+$192K	1	0.2%	New
6350	BCM BCK Capital Management Stamford, Connecticut	$216K	-$18.3K	1	0.23%	Reduced