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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
3226	ME McIlrath & Eck Arlington, Washington	$388K	-$6.33K	18	0.24%	Reduced
3227	TG TLP Group Evanston, Illinois	$386K	-$2.95M	10	0.59%	Reduced
3228	Dynasty Wealth Management St. Petersburg, Florida	$380K	-$12.2K	1	0.79%	Reduced
3229	BCM Brown Capital Management Baltimore, Maryland	$377K	-$8.22M	1	0%	Reduced
3230	BCM Baltimore Capital Management Baltimore, Maryland	$375K	+$110K	1	0.56%	Increased
3231	BA Ballew Advisors Jackson, Mississippi	$364K	+$1.27K	5	0.41%	Increased
3232	WRM Weybosset Research & Management Province, Rhode Island	$364K	-$127K	1	0.22%	Reduced
3233	WAG Winthrop Advisory Group Boston, Massachusetts	$364K	+$38.5K	1	0.24%	Increased
3234	AWS AJ Wealth Strategies New York	$363K	$0	1	0.07%	Maintained
3235	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$356K	+$17.7K	1	0.31%	Increased
3236	AJ Ashburton (Jersey) St Helier, Jersey	$355K	+$219K	2	0.15%	Increased
3237	CAM Concorde Asset Management Ann Arbor, Michigan	$351K	+$50.5K	1	0.4%	Increased
3238	EAMA EFG Asset Management (Americas) Miami, Florida	$348K	-$678K	1	0.11%	Reduced
3239	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$348K	+$313K	1	0.07%	New
3240	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$347K	+$57.7K	1	0.09%	Increased
3241	DCM Dimension Capital Management Coral Gables, Florida	$345K	+$354K	1	0.19%	New
3242	TAM Trust Asset Management Houston, Texas	$330K	+$333K	1	0.13%	New
3243	AMG Asset Management Group Stamford, Connecticut	$327K	+$1.51K	1	0.11%	Increased
3244	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$327K	+$35.8K	1	0.26%	Increased
3245	RWM Raffa Wealth Management Washington, District of Columbia	$326K	-$78.3K	24	0.12%	Reduced
3246	BWP BSW Wealth Partners Boulder, Colorado	$321K	+$9.88K	1	0.14%	Increased
3247	JWM Janiczek Wealth Management Denver, Colorado	$315K	+$108K	7	0.17%	Increased
3248	LFG LifePlan Financial Group Dayton, Ohio	$314K	+$17.4K	8	0.18%	Increased
3249	PC Periscope Capital Toronto, Ontario, Canada	$314K	+$266K	1	0.07%	New
3250	WP WealthShield Partners Cary, North Carolina	$311K	-$229K	1	0.19%	Reduced