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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
2826	LI LVZ Inc Holland, Michigan	$37K	+$7.49K	1	0.02%	Increased
2827	PO Private Ocean San Rafael, California	$34K	+$162	4	0.02%	Increased
2828	RBC Roble Belko & Company Sewickley, Pennsylvania	$27K	-$2.15K	2	0.02%	Reduced
2829	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$26K	+$28K	3	0.03%	New
2830	EMA Efficient Market Advisors San Diego, California	$25K	$0	2	0.01%	Maintained
2831	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$25K	$0	1	0.02%	Maintained
2832	SGAM Smith Group Asset Management Dallas, Texas	$25K	-$18K	2	0%	Reduced
2833	PTA Pear Tree Advisors Lincoln, Massachusetts	$24K	$0	1	0.26%	Maintained
2834	MAS Madden Advisory Services Jacksonville, Florida	$21K	+$24.2K	4	0.01%	New
2835	MIM Macroview Investment Management Bethesda, Maryland	$8K	+$1.02K	2	0.01%	Increased
2836	Rothschild & Co Wealth Management (UK) London, United Kingdom	$7K	-$496K	1	0%	Reduced
2837	UMA USA Mutuals Advisors Dallas, Texas	$5K	+$4.31K	2	0%	New
2838	IFA Interactive Financial Advisors New Lenox, Illinois	$3K	+$2.49K	2	0%	New
2839	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$2K	-$14K	1	0%	Reduced
2840	ACM Americafirst Capital Management Roseville, California	$0	-$235K	0	–	Closed
2841	ACM Argonaut Capital Management New York	$0	-$553K	0	–	Closed
2842	Avidian Wealth Enterprises Houston, Texas	$0	-$3.83M	0	–	Closed
2843	ACM Azentus Capital Management Hong Kong	$0	-$4.29M	0	–	Closed
2844	BC Beaconlight Capital New York	$0	-$2.36M	0	–	Closed
2845	BFA Beaumont Financial Advisors Needham, Massachusetts	$0	-$559K	0	–	Closed
2846	BRA Bender Robert & Associates Pasadena, California	$0	-$1.98M	0	–	Closed
2847	Brookfield Corp Toronto, Ontario, Canada	$0	-$499K	0	–	Closed
2848	CCM Canal Capital Management Richmond, Virginia	$0	-$1.06M	0	–	Closed
2849	CBCM Charter Bridge Capital Management New York	$0	-$3.01M	0	–	Closed
2850	CC Colrain Capital Boston, Massachusetts	$0	-$676K	0	–	Closed