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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
3201	BIA BHK Investment Advisors Birmingham, Alabama	$368K	-$86.1K	1	0.25%	Reduced
3202	PL Parkwood LLC Cleveland, Ohio	$364K	-$361K	1	0.06%	Reduced
3203	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$355K	$0	1	0.29%	Maintained
3204	AWS AJ Wealth Strategies New York	$353K	$0	1	0.07%	Maintained
3205	BA Ballew Advisors Jackson, Mississippi	$353K	+$26.6K	11	0.32%	Increased
3206	PP PDS Planning Dublin, Ohio	$353K	-$124K	1	0.3%	Reduced
3207	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$351K	+$1.21K	1	0.26%	Increased
3208	SIS Sound Income Strategies Ft Lauderdale, Florida	$350K	+$61.4K	28	0.17%	Increased
3209	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$349K	+$351K	3	0.31%	New
3210	Pathstone Family Office Englewood, New Jersey	$349K	+$114K	8	0.11%	Increased
3211	PFA Pathway Financial Advisors South Burlington, Vermont	$340K	-$1.92M	1	0.19%	Reduced
3212	RQS Ramsey Quantitative Systems Louisville, Kentucky	$337K	-$719K	2	0.34%	Reduced
3213	UAM UAS Asset Management New York	$337K	+$330K	1	0.15%	New
3214	ZF Zhang Financial Portage, Michigan	$336K	+$11K	1	0.16%	Increased
3215	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$332K	+$1.9K	1	0.08%	Increased
3216	LFG LifePlan Financial Group Dayton, Ohio	$323K	-$3K	7	0.17%	Reduced
3217	PEA Pacific Edge Advisors Corona Del Mar, California	$320K	-$220K	1	0.18%	Reduced
3218	AMG Asset Management Group Stamford, Connecticut	$316K	+$1.73K	1	0.11%	Increased
3219	PFA Pinnacle Family Advisors Springfield, Missouri	$316K	-$323K	1	0.17%	Reduced
3220	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$311K	-$5.17K	1	0.31%	Reduced
3221	GCM Gladstone Capital Management London, United Kingdom	$307K	-$641K	1	0.12%	Reduced
3222	PCC Park Circle Company Baltimore, Maryland	$307K	-$658K	4	0.19%	Reduced
3223	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$305K	$0	1	0.06%	Maintained
3224	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$299K	$0	1	0.23%	Maintained
3225	Tenor Capital Management New York	$299K	+$336K	1	0.02%	New