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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	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$215K	+$199K	1	0.04%	New
6352	TPW TL Private Wealth Southlake, Texas	$213K	$0	1	0.09%	Maintained
6353	BWA Babb Wealth Advisors Flagstaff, Arizona	$208K	+$194K	1	0.14%	New
6354	BC Barnett & Company Chattanooga, Tennessee	$208K	-$409K	1	0.16%	Reduced
6355	LEFP Leading Edge Financial Planning Knoxville, Tennessee	$207K	+$192K	1	0.05%	New
6356	AA ArborFi Advisors Ann Arbor, Michigan	$206K	+$193K	1	0.17%	New
6357	CWA Centerline Wealth Advisors Louisville, Kentucky	$206K	+$149K	1	0.09%	New
6358	Bellevue Group Kuesnacht, Switzerland	$205K	-$8.54K	2	0%	Reduced
6359	CFG CMC Financial Group Atlanta, Georgia	$205K	+$192K	1	0.38%	New
6360	ACM Ardent Capital Management Cincinnati, Ohio	$205K	+$192K	1	0.09%	New
6361	AFO Aurelius Family Office Bedford, New Hampshire	$205K	+$190K	1	0.09%	New
6362	PIM Paradice Investment Management Denver, Colorado	$204K	+$161K	1	0.05%	New
6363	KC Kinloch Capital Glen Allen, Virginia	$202K	+$188K	1	0.09%	New
6364	TF TME Financial Huntington Beach, California	$200K	-$52.2K	1	0.15%	Reduced
6365	AIA Arcadia Investment Advisors Eagle, Idaho	$197K	$0	2	0.1%	Maintained
6366	PSFG Park Square Financial Group Roswell, Georgia	$191K	-$23.1M	8	0.83%	Reduced
6367	TH Team Hewins Redwood City, California	$191K	+$179K	1	0.06%	New
6368	EA Evolution Advisers Richmond, Virginia	$186K	+$37.4K	2	0.08%	Increased
6369	FAI Fiduciary Advisors Inc St. Louis, Missouri	$167K	$0	3	0.13%	Maintained
6370	CF Conquis Financial Milbrae, California	$160K	-$9.23K	3	0.15%	Reduced
6371	SAS Spurstone Advisory Services Higganum, Connecticut	$157K	-$95.8K	5	2.25%	Reduced
6372	CCM Cutler Capital Management Worcester, Massachusetts	$141K	-$16.1K	1	0.04%	Reduced
6373	LAM Lummis Asset Management Fort Worth, Texas	$137K	$0	5	0.09%	Maintained
6374	PS PayPay Securities Tokyo, Japan	$135K	-$601	22	4.85%	Reduced
6375	IAG Innovative Advisory Group Lexington, Massachusetts	$133K	+$2.79K	7	0.08%	Increased