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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
6351	AAG Accordant Advisory Group Annapolis, Maryland	$155K	+$2.01K	7	0.12%	Increased
6352	WW Winnow Wealth Waco, Texas	$155K	-$1.81M	7	0.12%	Reduced
6353	FAI Fiduciary Advisors Inc St. Louis, Missouri	$141K	$0	3	0.12%	Maintained
6354	CCM Cutler Capital Management Worcester, Massachusetts	$129K	+$106K	1	0.04%	New
6355	LAM Lummis Asset Management Fort Worth, Texas	$124K	$0	5	0.08%	Maintained
6356	EA Evolution Advisers Richmond, Virginia	$124K	$0	1	0.06%	Maintained
6357	MIM Manitou Investment Management Toronto, Ontario, Canada	$118K	$0	2	0.02%	Maintained
6358	GFA Gladwyn Financial Advisors Chantilly, Virginia	$117K	+$109K	2	0.09%	New
6359	PS PayPay Securities Tokyo, Japan	$117K	-$31K	20	5.71%	Reduced
6360	JCP JB Capital Partners Armonk, New York	$111K	$0	1	0.02%	Maintained
6361	TC Torno Capital Cohasset, Massachusetts	$109K	-$367K	1	0.01%	Reduced
6362	IAG Innovative Advisory Group Lexington, Massachusetts	$104K	+$23.5K	7	0.09%	Increased
6363	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$99.5K	-$2.88K	3	0.06%	Reduced
6364	CPA Compass Planning Associates Greenfield, Massachusetts	$93.1K	$0	3	0.09%	Maintained
6365	YAL Your Advocates Ltd Houston, Texas	$83K	+$9K	7	0.03%	Increased
6366	NOI Newton One Investments Newark, Delaware	$73.7K	$0	3	0.02%	Maintained
6367	MC Meteora Capital Boca Raton, Florida	$73.5K	-$2.24M	1	0.01%	Reduced
6368	AI Amplify Investments Lisle, Illinois	$71.1K	+$69K	1	1.94%	New
6369	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$67.8K	-$76K	1	0.05%	Reduced
6370	BC Bulwark Capital Fernandina Beach, Florida	$67.6K	+$56.1K	4	0.06%	New
6371	IFS Intelligent Financial Strategies Excelsior, Minnesota	$63.9K	-$42.1K	1	0.03%	Reduced
6372	CFO Capitol Family Office Beaverton, Oregon	$61.1K	-$1.45K	2	0.08%	Reduced
6373	RJA Ross\Johnson & Associates Plymouth, Minnesota	$50.7K	-$27.7K	14	1.04%	Reduced
6374	FC Family CFO Los Altos, California	$43.7K	+$13.4K	3	0.02%	Increased
6375	RCM Ravenstone Capital Management Toronto,	$41.7K	-$45.8K	1	0.02%	Reduced