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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
2476	WDL Well Done LLC Holland, Michigan	$2.88M	+$1.29M	5	0.88%	Increased
2477	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$2.88M	+$535K	4	0.33%	Increased
2478	MC Miles Capital West Des Moines, Iowa	$2.88M	-$1.92M	8	1.63%	Reduced
2479	Nicholas Hoffman & Company Atlanta, Georgia	$2.88M	+$55K	4	1.21%	Increased
2480	Empirical Wealth Management Seattle, Washington	$2.88M	+$887K	2	0.66%	Increased
2481	JT Jump Trading Chicago, Illinois	$2.88M	+$1.37M	6	0.52%	Increased
2482	PWW Pettyjohn Wood & White Lynchburg, Virginia	$2.87M	-$37.8K	2	1.07%	Reduced
2483	Krilogy Financial St. Louis, Missouri	$2.87M	+$510K	25	0.73%	Increased
2484	TWM Torch Wealth Management Cincinnati, Ohio	$2.87M	-$206K	3	1.88%	Reduced
2485	CD Carl Domino West Palm Beach, Florida	$2.84M	-$33.3K	4	3.46%	Reduced
2486	LM Litespeed Management New York	$2.83M	+$2.79M	1	1.99%	New
2487	HCM Horrell Capital Management Little Rock, Arkansas	$2.82M	-$574K	6	1.56%	Reduced
2488	BAM Boyar Asset Management New York	$2.81M	$0	2	2.1%	Maintained
2489	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$2.81M	+$135K	1	0.3%	Increased
2490	Horizon Investments Charlotte, North Carolina	$2.81M	-$985K	2	0.16%	Reduced
2491	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$2.8M	+$173K	4	0.34%	Increased
2492	GWM Graybill Wealth Management Elmhurst, Illinois	$2.8M	+$43.4K	1	2.07%	Increased
2493	JIC Joel Isaacson & Co New York	$2.79M	+$118K	3	0.51%	Increased
2494	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.79M	+$91.6K	2	0.74%	Increased
2495	MWM Mascoma Wealth Management Hanover, New Hampshire	$2.78M	+$176K	11	1.86%	Increased
2496	QC QCM Cayman Houston, Texas	$2.76M	+$1.39M	5	7.08%	Increased
2497	RWA RGT Wealth Advisors Dallas, Texas	$2.76M	+$15.2K	4	1.84%	Increased
2498	MC Marcus Capital Northbrook, Illinois	$2.74M	-$4.09M	2	3.89%	Reduced
2499	HBWM Hollow Brook Wealth Management Katonah, New York	$2.74M	-$3.01M	1	2%	Reduced
2500	RQS Ramsey Quantitative Systems Louisville, Kentucky	$2.74M	-$211K	6	3%	Reduced