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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
3301	VAG VisionPoint Advisory Group Dallas, Texas	$405K	+$422K	1	0.13%	New
3302	MRI Mad River Investors Boston, Massachusetts	$404K	$0	1	0.45%	Maintained
3303	CA Crewe Advisors Salt Lake City, Utah	$402K	-$110K	5	0.13%	Reduced
3304	MA MYDA Advisors Woodmere, New York	$402K	-$2.64M	2	0.69%	Reduced
3305	WMA Wealth Management Associates Cherry Hill, New Jersey	$395K	+$394K	1	0.53%	New
3306	CMANY Capital Management Associates (New York) New York	$395K	-$2.34M	1	0.75%	Reduced
3307	DII Domini Impact Investments New York	$393K	-$345K	1	7.92%	Reduced
3308	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$393K	+$63K	1	0.12%	Increased
3309	BWM BT Wealth Management Atlanta, Georgia	$391K	+$360K	1	0.17%	New
3310	HCA Heck Capital Advisors Rhinelander, Wisconsin	$391K	-$6.37K	1	0.14%	Reduced
3311	EI Ellevest Inc New York	$389K	+$395K	4	0.2%	New
3312	Nishkama Capital LLC Dorado, Puerto Rico	$389K	+$398K	1	0.5%	New
3313	RMC Regis Management Company Menlo Park, California	$387K	$0	1	0.07%	Maintained
3314	DOA D'Orazio & Associates Falls Church, Virginia	$384K	-$428K	10	0.13%	Reduced
3315	SRIM Saratoga Research & Investment Management Saratoga, California	$384K	$0	1	0.03%	Maintained
3316	SP Summit Partners Boston, Massachusetts	$382K	+$98.1K	1	0.06%	Increased
3317	AIP Almanack Investment Partners Wayne, Pennsylvania	$381K	-$209K	3	0.11%	Reduced
3318	AWA Alaska Wealth Advisors Anchorage, Alaska	$380K	+$379K	1	0.12%	New
3319	SAS Stelac Advisory Services New York	$378K	-$2.65M	3	0.18%	Reduced
3320	GIM Greystone Investment Management Cincinnati, Ohio	$377K	+$376K	1	0.19%	New
3321	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$372K	+$8.99K	6	0.13%	Increased
3322	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$371K	-$9.18K	1	0.06%	Reduced
3323	SLT St Louis Trust Saint Louis, Missouri	$371K	$0	1	0.13%	Maintained
3324	BIA BHK Investment Advisors Birmingham, Alabama	$369K	+$3.75K	1	0.28%	Increased
3325	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$369K	$0	1	0.04%	Maintained