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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
2926	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$487K	+$187K	2	0.56%	Increased
2927	AIA Arrow Investment Advisors Laurel, Maryland	$486K	-$47.8K	1	0.15%	Reduced
2928	PC Pecaut & Co Sioux City, Iowa	$486K	-$105K	1	0.4%	Reduced
2929	KC Kingfisher Capital Charlotte, North Carolina	$484K	+$211K	2	0.32%	Increased
2930	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$477K	-$5.12M	1	0.2%	Reduced
2931	AWMG Alliance Wealth Management Group Flemington, New Jersey	$476K	+$235K	1	0.12%	Increased
2932	ABA American Beacon Advisors Irving, Texas	$456K	+$195K	5	5.44%	Increased
2933	HS Huntington Steele Oaks, Pennsylvania	$453K	$0	1	0.13%	Maintained
2934	Miracle Mile Advisors Los Angeles, California	$453K	-$29.5K	2	0.08%	Reduced
2935	SG Strid Group Newtown Square, Pennsylvania	$451K	$0	1	0.18%	Maintained
2936	GC Gilbert & Cook West Des Moines, Iowa	$446K	-$1.15M	2	0.16%	Reduced
2937	PAG Private Advisory Group Redmond, Washington	$440K	-$1.1M	1	0.26%	Reduced
2938	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$437K	+$394K	2	0.12%	New
2939	Bogart Wealth LLC Mclean, Virginia	$435K	+$406K	7	0.32%	New
2940	KFA Kelleher Financial Advisors New York	$435K	-$53.3K	1	0.92%	Reduced
2941	SCM Silver Capital Management New York	$434K	+$424K	1	1.75%	New
2942	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$430K	+$12.5K	1	0.06%	Increased
2943	NCM New Capital Management Houston, Texas	$430K	-$49.1K	3	0.77%	Reduced
2944	RR Robotti Robert	$430K	$0	1	0.12%	Maintained
2945	MIM Midwest Investment Management Cleveland, Ohio	$425K	$0	1	0.35%	Maintained
2946	NA Nottingham Advisors Amherst, New York	$419K	+$11.3K	1	0.06%	Increased
2947	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$418K	-$71	4	0.17%	Reduced
2948	AWW Alan W. Weber	$415K	$0	1	0.2%	Maintained
2949	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$412K	-$1.17M	2	0.22%	Reduced
2950	PO Private Ocean San Rafael, California	$409K	+$332K	3	0.25%	Increased