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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
3101	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$811K	+$776K	2	0.47%	New
3102	CWA Clarus Wealth Advisors Peoria, Arizona	$809K	+$782K	2	0.78%	New
3103	AIS American Investment Services Great Barrington, Massachusetts	$804K	+$2.31K	2	0.29%	Increased
3104	PAS Point72 Asia (Singapore) Singapore	$803K	-$4.7M	1	13.89%	Reduced
3105	CA Centerpoint Advisors Needham, Massachusetts	$798K	+$777K	8	0.71%	New
3106	GC Gilbert & Cook West Des Moines, Iowa	$798K	+$269K	3	0.28%	Increased
3107	FM Fondren Management Houston, Texas	$795K	$0	1	0.56%	Maintained
3108	NCM Northwest Capital Management Lake Oswego, Oregon	$789K	+$747K	1	0.87%	New
3109	BIG Bellwether Investment Group Chattanooga, Tennessee	$787K	-$87.8K	3	3.16%	Reduced
3110	IF IRON Financial Northbrook, Illinois	$787K	+$77.9K	2	0.55%	Increased
3111	CA Crewe Advisors Salt Lake City, Utah	$785K	+$767K	8	0.77%	New
3112	SFC SYM Financial Corp Winona Lake, Indiana	$777K	+$749K	2	0.35%	New
3113	CCG Chatham Capital Group Savannah, Georgia	$770K	+$140K	1	0.21%	Increased
3114	LFA Landmark Financial Advisors Bowling Green, Kentucky	$765K	+$22.6K	2	0.48%	Increased
3115	WIA Westbourne Investment Advisors Annapolis, Maryland	$764K	+$34.9K	2	0.58%	Increased
3116	RVPG Relative Value Partners Group	$757K	-$21.8K	1	0.08%	Reduced
3117	TAMH Taikang Asset Management (HK) Hong Kong	$757K	+$823K	2	0.08%	New
3118	HCM Harvest Capital Management Concord, New Hampshire	$751K	$0	1	0.28%	Maintained
3119	Klingman & Associates New York	$747K	$0	1	0.16%	Maintained
3120	CCC Cincinnati Casualty Company Fairfield, Ohio	$744K	$0	1	0.63%	Maintained
3121	GAG GM Advisory Group Melville, New York	$740K	-$36.4K	2	0.2%	Reduced
3122	Alesco Advisors Pittsford, New York	$737K	+$995	3	0.04%	Increased
3123	PIM Partner Investment Management San Francisco, California	$734K	-$307K	1	0.85%	Reduced
3124	RWM RKL Wealth Management Lancaster, Pennsylvania	$730K	-$89K	2	0.18%	Reduced
3125	PAG Private Advisory Group Redmond, Washington	$726K	+$289K	1	0.39%	Increased