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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
6501	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$1.45M	-$832K	1	0.1%	Reduced
6502	SPAS Spectrum Planning & Advisory Services San Diego, California	$1.44M	+$160K	2	0.65%	Increased
6503	MWM Madrid Wealth Management Albuquerque, New Mexico	$1.44M	-$280K	2	0.95%	Reduced
6504	MAM McCarthy Asset Management Redwood Shores, California	$1.44M	+$1.02M	3	0.68%	New
6505	AMG APS Management Group Torrance, California	$1.44M	+$165K	2	1.11%	Increased
6506	SFP Strategic Financial Partners Bend, Oregon	$1.44M	+$517K	5	0.54%	Increased
6507	HA Heffernan Advisory Flagstaff, Arizona	$1.44M	+$1.01M	5	1.2%	New
6508	HWA Heritage Wealth Architects Mendota Heights, Minnesota	$1.43M	-$99.7K	4	0.57%	Reduced
6509	VCS Vaughan & Co Securities Ridgewood, New Jersey	$1.43M	+$396K	2	0.67%	Increased
6510	CPA Clear Point Advisors Melville, New York	$1.43M	+$453K	3	1.26%	Increased
6511	TC Town Capital Bel Air, Maryland	$1.42M	+$545K	4	0.9%	Increased
6512	MAM Marquette Asset Management Minneapolis, Minnesota	$1.42M	-$40.6K	39	0.18%	Reduced
6513	FA Financial Alternatives La Jolla, California	$1.41M	+$292K	4	0.69%	Increased
6514	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$1.4M	-$11.5K	2	1.21%	Reduced
6515	AA AF Advisors Sacramento, California	$1.4M	+$206	2	0.69%	Increased
6516	BWS BCR Wealth Strategies Vestavia, Alabama	$1.4M	-$61.7K	2	0.39%	Reduced
6517	PPP Prism Planning Partners Libertyville, Illinois	$1.4M	-$46.2K	2	1.48%	Reduced
6518	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$1.4M	+$400K	3	0.7%	Increased
6519	CIAS CBIZ Investment Advisory Services Independence, Ohio	$1.4M	-$5.36K	22	0.05%	Reduced
6520	OFP OFC Financial Planning Short Hills, New Jersey	$1.4M	+$26.9K	2	1.24%	Increased
6521	CWM Cooke Wealth Management Irvine, California	$1.39M	$0	1	1.14%	Maintained
6522	UM Ulysses Management New York	$1.39M	+$1.11M	1	0.28%	New
6523	PPA Painted Porch Advisors Santa Barbara, California	$1.39M	+$154K	4	0.61%	Increased
6524	BRIA Balanced Rock Investment Advisors Roslindale, Massachusetts	$1.39M	+$424K	3	0.87%	Increased
6525	ACA Ackerman Capital Advisors Dallas, Texas	$1.39M	+$28.9K	4	0.28%	Increased