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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
6626	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$1.13M	+$2.49K	6	0.59%	Increased
6627	PIM Pullen Investment Management Bradenton, Florida	$1.13M	+$9.62K	1	0.52%	Increased
6628	MWM Mittelman Wealth Management Andover, Massachusetts	$1.13M	-$542K	2	0.74%	Reduced
6629	GWA Gutierrez Wealth Advisory Little Rock, Arkansas	$1.12M	-$55.4K	3	0.65%	Reduced
6630	GCP Garda Capital Partners Wayzata, Minnesota	$1.12M	+$809K	1	0.39%	New
6631	AFW Atlantic Family Wealth Coral Gables, Florida	$1.12M	$0	1	0.71%	Maintained
6632	TWM Trevian Wealth Management Weston, Massachusetts	$1.11M	+$83.1K	1	0.47%	Increased
6633	Delta Accumulation LLC Sausalito, California	$1.11M	+$1.14M	1	0.04%	New
6634	DFG Dynamic Financial Group Cedar Falls, Iowa	$1.11M	+$2.88K	2	0.84%	Increased
6635	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$1.09M	+$441K	3	0.39%	Increased
6636	CastleKeep Investment Advisors Westport, Connecticut	$1.09M	-$76K	1	0.55%	Reduced
6637	FSA Financial Services Advisory Rockville, Maryland	$1.09M	-$1.26M	2	0.27%	Reduced
6638	IIM Invariant Investment Management Camp Hill, Pennsylvania	$1.08M	-$1.04M	1	0.63%	Reduced
6639	TWM Thryve Wealth Management Irving, Texas	$1.08M	-$138K	1	0.6%	Reduced
6640	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$1.08M	$0	1	15.83%	Maintained
6641	WPA Winning Points Advisors Boca Raton, Florida	$1.07M	+$250K	3	1.41%	Increased
6642	PWG Private Wealth Group Tampa, Florida	$1.07M	+$233K	2	0.41%	Increased
6643	LA LWM Advisors El Dorado Hills, California	$1.07M	+$598K	4	0.8%	Increased
6644	EWM Echo Wealth Management Plymouth, Minnesota	$1.07M	-$55.5K	3	0.55%	Reduced
6645	WCP Welch Capital Partners Harrison, New York	$1.07M	$0	1	0.21%	Maintained
6646	HCP Hardin Capital Partners Greenville, South Carolina	$1.07M	-$245K	4	0.5%	Reduced
6647	VAM Vazirani Asset Management New York	$1.07M	-$3.23M	1	5.25%	Reduced
6648	IASG Investment Advisory Services Group Boca Raton, Florida	$1.07M	+$466K	3	0.78%	Increased
6649	RFS Retirement Financial Solutions Knoxville, Tennessee	$1.06M	+$101K	2	0.26%	Increased
6650	SW Schulz Wealth Mansfield, Texas	$1.06M	+$903K	1	0.55%	New