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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
6751	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$819K	+$2.06K	1	0.27%	Increased
6752	XAU XP Advisory US Miami, Florida	$816K	+$770K	6	0.45%	New
6753	TIAAOA Teachers Insurance & Annuity Association of America New York	$814K	+$102K	4	0.9%	Increased
6754	SFS Searcy Financial Services Overland Park, Kansas	$806K	$0	1	0.27%	Maintained
6755	CGIM Cannon Global Investment Management Davie, Florida	$803K	-$868K	2	2.27%	Reduced
6756	RWP Reliant Wealth Planning Louisville, Kentucky	$803K	+$275K	2	0.22%	Increased
6757	Satovsky Asset Management New York	$800K	+$461	1	0.13%	Increased
6758	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$799K	+$23.7K	9	0.96%	Increased
6759	Rainey & Randall Wealth Advisors Celebration, Florida	$799K	-$317K	2	0.11%	Reduced
6760	AAM Ameraudi Asset Management New York	$796K	$0	1	0.36%	Maintained
6761	HIC Hamrick Investment Counsel Seattle, Washington	$795K	-$3.03M	7	0.53%	Reduced
6762	Paloma Partners Greenwich, Connecticut	$794K	-$23.5M	1	0.06%	Reduced
6763	MWA Merkkuri Wealth Advisors Hicksville, New York	$791K	+$35.3K	2	0.49%	Increased
6764	Altiora Financial Group Lebanon, Ohio	$785K	+$427K	3	0.12%	Increased
6765	SAM SVRN Asset Management Austin, Texas	$784K	+$755K	2	0.4%	New
6766	SPCM Spruce Point Capital Management New York	$780K	+$783K	1	1.35%	New
6767	OG Odyssey Group Lancaster, Pennsylvania	$775K	+$805K	2	0.21%	New
6768	FF Fairway Financial Casselberry, Florida	$773K	+$411	2	0.53%	Increased
6769	RWM Ruedi Wealth Management Champaign, Illinois	$772K	+$410K	3	0.18%	Increased
6770	DFG DWM Financial Group Palatine, Illinois	$768K	+$847K	1	0.68%	New
6771	FPCG Forum Private Client Group Fishers, Indiana	$766K	+$140K	2	0.23%	Increased
6772	B Bedminster Bluffton, South Carolina	$761K	-$571K	2	0.65%	Reduced
6773	SWM Sagace Wealth Management St. Petersburg, Florida	$761K	-$47.3K	2	0.48%	Reduced
6774	HSWS Higgins & Schmidt Wealth Strategies Denver, Colorado	$761K	-$1.85K	1	0.31%	Reduced
6775	AWA Asempa Wealth Advisors Baton Rouge, Louisiana	$753K	$0	1	0.56%	Maintained