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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
2701	CRWM Castle Rock Wealth Management Walnut Creek, California	$2.59M	+$33.9K	5	4.11%	Increased
2702	OAM Occidental Asset Management Burlingame, California	$2.58M	-$426K	3	1.29%	Reduced
2703	ACM AlphaStar Capital Management Cornelius, North Carolina	$2.57M	-$276K	6	0.76%	Reduced
2704	CBA Coastal Bridge Advisors Westport, Connecticut	$2.57M	+$41.1K	4	0.98%	Increased
2705	PAG Private Advisory Group Redmond, Washington	$2.57M	-$1.29M	1	1.31%	Reduced
2706	RIM Redwood Investment Management Scottsdale, Arizona	$2.56M	-$1.18M	4	0.93%	Reduced
2707	VC Vicus Capital State College, Pennsylvania	$2.56M	-$278K	5	0.41%	Reduced
2708	EM Excalibur Management Waltham, Massachusetts	$2.56M	-$816K	3	2.19%	Reduced
2709	CCP Centaur Capital Partners Southlake, Texas	$2.55M	-$2.34M	1	4.71%	Reduced
2710	BHMP Bardin Hill Management Partners New York	$2.54M	-$42.5M	1	0.32%	Reduced
2711	TIA Trust Investment Advisors Indianapolis, Indiana	$2.51M	+$74K	3	2.58%	Increased
2712	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$2.51M	-$20K	4	0.97%	Reduced
2713	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$2.5M	+$2.47M	4	1.37%	New
2714	PFT Providence First Trust Scottsdale, Arizona	$2.5M	-$11.5K	3	1.91%	Reduced
2715	LAIC Lederer & Associates Investment Counsel Long Beach, California	$2.49M	+$179K	3	2.11%	Increased
2716	TCSAM Tyrus Capital S.A.M. Monaco	$2.49M	-$17.6M	1	5.17%	Reduced
2717	Maven Securities St Helier, Jersey	$2.48M	+$419K	6	0.91%	Increased
2718	SAM Shamrock Asset Management Dallas, Texas	$2.48M	-$82.8K	10	1.57%	Reduced
2719	TCM Tradewinds Capital Management Bellingham, Washington	$2.47M	-$31.5K	21	0.95%	Reduced
2720	WTFG Wells Trecaso Financial Group Akron, Ohio	$2.46M	-$76.5K	3	2.04%	Reduced
2721	CWA Cypress Wealth Advisors San Francisco, California	$2.46M	+$224K	5	2.59%	Increased
2722	CAC Certified Advisory Corp Altamonte Springs, Florida	$2.45M	+$21.2K	22	1.13%	Increased
2723	ANB Amarillo National Bank Amarillo, Texas	$2.45M	+$411K	5	1.14%	Increased
2724	RW REDW Wealth Albuquerque, New Mexico	$2.44M	-$33K	3	1.62%	Reduced
2725	DMC Drexel Morgan & Co Radnor, Pennsylvania	$2.44M	+$21.9K	3	2.15%	Increased