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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	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$1.07M	-$652K	2	0.59%	Reduced
3077	Pure Financial Advisors San Diego, California	$1.07M	-$51.3K	1	0.19%	Reduced
3078	HPCM High Pointe Capital Management Chicago, Illinois	$1.07M	-$36.3K	3	1.46%	Reduced
3079	AI ArchPoint Investors Coral Gables, Florida	$1.07M	$0	2	0.36%	Maintained
3080	BWM Baystate Wealth Management Boston, Massachusetts	$1.06M	-$182K	20	0.14%	Reduced
3081	FMTC Farmers & Merchants Trust Company Long Beach, California	$1.06M	-$48K	2	0.46%	Reduced
3082	LLL Lynrock Lake LP Rye Brook, New York	$1.05M	+$1.01M	1	0.13%	New
3083	FWSM First Wilshire Securities Management Pasadena, California	$1.05M	-$5.03K	1	0.4%	Reduced
3084	BP BBR Partners New York	$1.05M	-$7.64M	2	0.16%	Reduced
3085	FAG Financial Advisory Group Houston, Texas	$1.05M	$0	2	0.29%	Maintained
3086	CWM Campbell Wealth Management Alexandria, Virginia	$1.04M	-$2.99K	3	0.23%	Reduced
3087	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.04M	$0	2	0.19%	Maintained
3088	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.04M	+$69.4K	2	0.44%	Increased
3089	MA MONECO Advisors Fairfield, Connecticut	$1.03M	+$32.5K	3	0.8%	Increased
3090	FFS Founders Financial Securities Towson, Maryland	$1.03M	+$173K	3	0.33%	Increased
3091	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$1.03M	-$78.6K	16	0.47%	Reduced
3092	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$1.02M	+$97.2K	3	0.29%	Increased
3093	BFPW BOK Financial Private Wealth Denver, Colorado	$1.02M	+$34.9K	4	0.14%	Increased
3094	MFM Mirsky Financial Management Rochester, New York	$1.01M	-$150K	1	0.73%	Reduced
3095	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.01M	-$47K	16	0.26%	Reduced
3096	BSPF British Steel Pension Fund London, United Kingdom	$1M	-$711K	6	0.18%	Reduced
3097	WFI West Family Investments Carlsbad, California	$1M	$0	1	0.25%	Maintained
3098	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$1M	+$19.7K	2	0.56%	Increased
3099	AC Albar Capital London, United Kingdom	$999K	+$999K	1	0.46%	New
3100	GWM GSB Wealth Management Guilford, Connecticut	$986K	+$1.77K	3	4.79%	Increased