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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
6701	AWS Alliance Wealth Strategies Lynchburg, Virginia	$954K	$0	1	0.75%	Maintained
6702	PJC Phillip James Consulting Plymouth, Minnesota	$951K	+$10.8K	17	0.64%	Increased
6703	FF Fortitude Financial Spokane, Washington	$949K	+$226K	2	0.85%	Increased
6704	FSG Financial Strategies Group Okemos, Michigan	$938K	+$44.8K	2	0.15%	Increased
6705	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$938K	-$205K	2	0.53%	Reduced
6706	SPWM Smith Partners Wealth Management Greensboro, North Carolina	$938K	+$316K	3	0.75%	Increased
6707	GIA Goodwin Investment Advisory Woodstock, Georgia	$929K	+$986K	1	1.87%	New
6708	RCM Rockbridge Capital Management Alexandria, Virginia	$922K	+$446K	3	0.59%	Increased
6709	HC Hoese & Co Glencoe, Minnesota	$920K	$0	10	0.6%	Maintained
6710	MA Menlo Advisors Menlo Park, California	$919K	-$254K	2	0.4%	Reduced
6711	MPCA Madison Park Capital Advisors Seattle, Washington	$919K	+$1.6M	1	0.65%	Increased
6712	WAT Wealth Advisory Team Bellevue, Kentucky	$915K	+$761K	1	0.74%	New
6713	GCG Gilbert Capital Group North Yarmouth, Maine	$914K	-$14K	1	0.64%	Reduced
6714	BWM BCO Wealth Management Carlsbad, New Mexico	$913K	-$142K	2	0.5%	Reduced
6715	RCP Roan Capital Partners Johnson City, Tennessee	$911K	+$334K	3	0.76%	Increased
6716	PSA Plum Street Advisors New Orleans, Louisiana	$903K	+$186K	3	0.29%	Increased
6717	TFP TrueWealth Financial Partners Bellevue, Washington	$903K	-$1.68M	1	0.37%	Reduced
6718	WFP Wrenne Financial Planning Lexington, Kentucky	$900K	+$210K	2	0.3%	Increased
6719	TPF Tribridge Partners Financial Columbia, Maryland	$898K	-$28.8K	3	0.35%	Reduced
6720	BCM Bronte Capital Management Bondi Junction, Australia	$889K	-$78.7K	1	0.1%	Reduced
6721	PHWA Petersen Hastings Wealth Advisors Kennewick, Washington	$887K	+$191K	3	0.07%	Increased
6722	EPP ETF Portfolio Partners Leawood, Kansas	$883K	$0	2	0.21%	Maintained
6723	JWM JHP Wealth Management Centennial, Colorado	$882K	+$175K	2	0.72%	Increased
6724	CA Centennial Advisors Austin, Texas	$881K	+$545K	3	1.05%	Increased
6725	FA Freestate Advisors Overland Park, Kansas	$881K	+$222K	2	0.66%	Increased