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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
7001	MFS Montgomery Financial Services Ocean City, Maryland	$278K	+$262K	13	0.24%	New
7002	SFP Sherwood Financial Partners Westlake Village, California	$278K	$0	1	0.22%	Maintained
7003	PS PayPay Securities Tokyo, Japan	$278K	-$13.6K	23	6.77%	Reduced
7004	MHB Midwest Heritage Bank West Des Moines, Iowa	$277K	+$284K	1	0.08%	New
7005	MAM Marotta Asset Management Charlottesville, Virginia	$275K	+$6.42K	1	0.05%	Increased
7006	BF Benchmark Financial Wilmington, Delaware	$271K	+$288K	1	0.22%	New
7007	AWMG ADG Wealth Management Group Metairie, Louisiana	$269K	+$277K	1	0.17%	New
7008	FWM FMA Wealth Management Duxbury, Massachusetts	$268K	$0	1	0.17%	Maintained
7009	MPW MGO Private Wealth Irvine, California	$268K	$0	1	1.29%	Maintained
7010	KIC Keating Investment Counselors Delray Beach, Florida	$263K	-$4.55K	1	0.07%	Reduced
7011	AFP ATLas Financial Planning Alpharetta, Georgia	$263K	-$18.5K	1	0.21%	Reduced
7012	DFS Demming Financial Services Aurora, Ohio	$263K	+$270K	1	0.17%	New
7013	RFP RCS Financial Planning Annapolis, Maryland	$259K	+$266K	1	0.12%	New
7014	AFTS American Financial & Tax Strategies New York	$259K	$0	1	0.12%	Maintained
7015	GFA Gladwyn Financial Advisors Chantilly, Virginia	$258K	$0	2	0.16%	Maintained
7016	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$256K	$0	1	0.14%	Maintained
7017	TF Thayer Financial Hickory, North Carolina	$255K	-$103K	1	0.23%	Reduced
7018	JCP JB Capital Partners Armonk, New York	$255K	$0	1	0.04%	Maintained
7019	NCG Newport Capital Group Red Bank, New Jersey	$255K	-$2.98M	1	0.14%	Reduced
7020	IFS Intelligent Financial Strategies Excelsior, Minnesota	$252K	$0	1	0.12%	Maintained
7021	ACM Alethea Capital Management Mercer Island, Washington	$251K	+$246K	1	0.1%	New
7022	FFW Fusion Family Wealth Woodbury, New York	$251K	+$169K	1	0.02%	New
7023	BA Blueline Advisors Exeter, New Hampshire	$250K	+$24.4K	2	0.17%	Increased
7024	CFS Compass Financial Services West Des Moines, Iowa	$250K	+$411	1	0.09%	Increased
7025	SPA Shore Point Advisors Brielle, New Jersey	$246K	-$308K	1	0.08%	Reduced