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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
6901	BC Barnett & Company Chattanooga, Tennessee	$443K	+$372K	2	0.33%	New
6902	CF Crosspoint Financial Tustin, California	$439K	$0	1	1.01%	Maintained
6903	PWM Peak Wealth Management Nashua, New Hampshire	$438K	+$18.2K	1	0.31%	Increased
6904	EW Evoke Wealth Los Angeles, California	$436K	-$198M	1	28.01%	Reduced
6905	EFT Envision Financial Transparency Greensboro, North Carolina	$435K	-$3.46M	1	0.37%	Reduced
6906	PWP PrairieView Wealth Partners Orland Park, Illinois	$433K	+$5.14K	1	0.32%	Increased
6907	DIG Daniel Investment Group Royal Oak, Michigan	$432K	+$444K	1	0.26%	New
6908	MC Meteora Capital Boca Raton, Florida	$430K	-$7.53M	1	0.04%	Reduced
6909	ACM Ardent Capital Management Cincinnati, Ohio	$428K	+$447K	2	0.18%	New
6910	PAM Pacific Asset Management Gig Harbor, Washington	$423K	+$435K	1	0.21%	New
6911	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$418K	+$119K	1	0.2%	Increased
6912	RW Regimen Wealth Atlanta, Georgia	$418K	+$447K	2	0.11%	New
6913	WT WHI Trust Chicago, Illinois	$414K	-$402K	3	0.27%	Reduced
6914	FA FC Advisory West Chester, Pennsylvania	$413K	$0	1	0.11%	Maintained
6915	GWL Generations Wealth LLC Mason, Ohio	$413K	+$424K	1	0.39%	New
6916	DWA Davis Wealth Advisors Salem, New Hampshire	$412K	-$190K	1	0.32%	Reduced
6917	ECAM East Coast Asset Management Essex, Massachusetts	$411K	-$6.97K	1	0.12%	Reduced
6918	FIM Freedom Investment Management Hartford, Connecticut	$410K	+$61.7K	1	0.11%	Increased
6919	EFG Erickson Financial Group Allentown, Pennsylvania	$408K	+$32.9K	1	0.22%	Increased
6920	NA Networth Advisors Canonsburg, Pennsylvania	$403K	+$146K	9	0.23%	Increased
6921	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$401K	-$341K	1	0.88%	Reduced
6922	NFW Noble Family Wealth Clearwater, Florida	$400K	+$282K	1	0.07%	New
6923	CFM Comprehensive Financial Management Los Gatos, California	$400K	+$411K	1	0.01%	New
6924	SFO Standard Family Office Sioux Falls, South Dakota	$400K	$0	1	0.35%	Maintained
6925	IA IFS Advisors Overland Park, Kansas	$399K	-$26.8K	9	0.19%	Reduced