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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
6826	CFG Cassilly Financial Group Severna Park, Maryland	$601K	+$308K	2	0.44%	Increased
6827	VM VPR Management Houston, Texas	$600K	$0	1	0.24%	Maintained
6828	GWM Grand Wealth Management Grand Rapids, Michigan	$599K	+$406K	2	0.25%	Increased
6829	OC OxenFree Capital Satellite Beach, Florida	$598K	+$152K	2	0.27%	Increased
6830	MI Moneywise Inc Forest, Virginia	$594K	+$195K	2	0.22%	Increased
6831	XFP Xena Financial Planning Portland, Oregon	$593K	$0	2	0.57%	Maintained
6832	WW Wright Wealth Atlanta, Georgia	$592K	+$249K	2	0.36%	Increased
6833	MF Meridian Financial Holliston, Massachusetts	$587K	-$4.01K	2	0.28%	Reduced
6834	9C 9823 Capital Dallas, Texas	$587K	-$367K	2	0.4%	Reduced
6835	PTC Provident Trust Company Waukesha, Wisconsin	$584K	+$487K	2	0.01%	New
6836	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$583K	-$1.91M	4	0.07%	Reduced
6837	WFL Wealth Forward LLC Fargo, North Dakota	$583K	+$4.73K	1	0.29%	Increased
6838	PWM PMG Wealth Management Hawthorn Woods, Illinois	$582K	-$9.25K	1	0.36%	Reduced
6839	TWM Tumwater Wealth Management Boise, Idaho	$566K	+$204K	2	0.2%	Increased
6840	MFM MHR Fund Management New York	$562K	+$451K	1	0.03%	New
6841	R Rebalance Palo Alto, California	$560K	+$27.6K	2	0.03%	Increased
6842	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$554K	-$5.14K	1	0.43%	Reduced
6843	CC Climber Capital Nyon, Switzerland	$552K	-$810K	1	0.34%	Reduced
6844	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$552K	$0	1	0.15%	Maintained
6845	BF Bonfire Financial Colorado Springs, Colorado	$551K	+$157K	2	0.35%	Increased
6846	HWMT Heritage Wealth Management (Texas) Houston, Texas	$549K	$0	1	0.21%	Maintained
6847	Investor AB Stockholm, Sweden	$543K	-$362K	1	0%	Reduced
6848	HF Holcombe Financial Atlanta, Georgia	$542K	+$463K	2	0.31%	New
6849	CFO Capitol Family Office Beaverton, Oregon	$538K	-$350K	2	0.57%	Reduced
6850	HWM Hemming & Wealth Management Traverse City, Michigan	$537K	+$349K	1	0.33%	New