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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
3076	EWF Epstein & White Financial San Diego, California	$1.06M	+$384K	3	0.66%	Increased
3077	PWP Principle Wealth Partners Madison, Connecticut	$1.05M	+$1.07M	2	0.88%	New
3078	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.04M	+$653K	3	0.47%	Increased
3079	GP Geneva Partners Lake Geneva, Wisconsin	$1.04M	-$876K	2	1.2%	Reduced
3080	GCA Gradient Capital Advisors San Diego, California	$1.04M	+$4.04K	3	0.9%	Increased
3081	CWM Centric Wealth Management Chicago, Illinois	$1.04M	+$1.06M	2	0.91%	New
3082	ECAM East Coast Asset Management Essex, Massachusetts	$1.04M	$0	1	0.32%	Maintained
3083	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1.04M	-$1.24M	9	0.81%	Reduced
3084	TFO Tarbox Family Office Newport Beach, California	$1.04M	+$35.1K	20	0.43%	Increased
3085	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.04M	-$30.3K	2	0.71%	Reduced
3086	EAM Eukles Asset Management Cincinnati, Ohio	$1.03M	+$1.16M	3	1.08%	New
3087	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$1.03M	+$978K	4	0.95%	New
3088	QCIG Quad-Cities Investment Group Davenport, Iowa	$1.03M	-$6.87K	14	1.06%	Reduced
3089	PW Peninsula Wealth San Francisco, California	$1.02M	-$28.7K	2	0.64%	Reduced
3090	WPSG Wealth & Pension Services Group Atlanta, Georgia	$1.02M	-$35.4K	2	0.92%	Reduced
3091	BRF B. Riley Financial Los Angeles, California	$1.02M	-$1.31M	3	0.56%	Reduced
3092	SFI SPC Financial Inc Rockville, Maryland	$1.02M	-$17.3M	2	0.28%	Reduced
3093	BWM Baystate Wealth Management Boston, Massachusetts	$1.02M	+$56.3K	19	0.15%	Increased
3094	MSA Marino Stram & Associates Braintree, Massachusetts	$1.01M	+$95.5K	24	0.88%	Increased
3095	Nuveen Fund Advisors Chicago, Illinois	$999K	-$1.67M	3	8.86%	Reduced
3096	Maven Securities St Helier, Jersey	$998K	-$1.14M	2	0.59%	Reduced
3097	BFM Broadview Financial Management Wauwatosa, Wisconsin	$997K	+$1.02M	2	0.89%	New
3098	SFS Summit Financial Strategies Columbus, Ohio	$994K	-$231K	2	0.56%	Reduced
3099	IECM Intrinsic Edge Capital Management Chicago, Illinois	$991K	-$9.63M	1	0.17%	Reduced
3100	PIA Pinion Investment Advisors Wichita, Kansas	$987K	-$86.3K	3	2.08%	Reduced