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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	TF TLWM Financial San Antonio, Texas	$405K	-$15.1K	1	0.21%	Reduced
3302	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$395K	-$7.65M	1	0.05%	Reduced
3303	TC TradeLink Capital Chicago, Illinois	$394K	+$360K	1	2.76%	New
3304	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$393K	-$17.8K	1	0.06%	Reduced
3305	MGIA Matthew Goff Investment Advisor Houston, Texas	$391K	+$197	1	0.16%	Increased
3306	AMG Asset Management Group Stamford, Connecticut	$390K	-$1.13K	1	0.13%	Reduced
3307	TCM TD Capital Management Memphis, Tennessee	$386K	+$6.56K	9	0.07%	Increased
3308	FWM Foresight Wealth Management Draper, Utah	$384K	+$21.9K	1	0.28%	Increased
3309	BCM Bienville Capital Management New York	$383K	-$2.6M	1	0.04%	Reduced
3310	Tenor Capital Management New York	$382K	$0	1	0.02%	Maintained
3311	APC Aspire Private Capital Cornelius, North Carolina	$380K	+$24.1K	20	0.18%	Increased
3312	CreativeOne Wealth Overland Park, Kansas	$374K	+$46K	1	0.07%	Increased
3313	CAM Concorde Asset Management Ann Arbor, Michigan	$373K	-$1.08M	1	0.29%	Reduced
3314	Sageworth Trust Lancaster, Pennsylvania	$373K	$0	6	0.04%	Maintained
3315	LAIC Lederer & Associates Investment Counsel Long Beach, California	$370K	-$393K	1	0.35%	Reduced
3316	AIM Avity Investment Management Greenwich, Connecticut	$368K	+$80.3K	1	0.04%	Increased
3317	AP Arlington Partners Birmingham, Alabama	$366K	-$2.21M	7	0.23%	Reduced
3318	DCM Dynamic Capital Management St. Helier, Jersey	$366K	+$116K	2	3.05%	Increased
3319	TLP Trinity Legacy Partners Houston, Texas	$366K	+$98.1K	1	0.18%	Increased
3320	BRC Bell Rock Capital Rehoboth Beach, Delaware	$360K	-$33.2K	6	0.32%	Reduced
3321	DI DFPG Investments Sandy, Utah	$359K	-$1.07M	2	0.3%	Reduced
3322	QC QCM Cayman Houston, Texas	$358K	+$301K	2	5.18%	Increased
3323	JWM Janiczek Wealth Management Denver, Colorado	$355K	-$1.89K	4	0.16%	Reduced
3324	RCM Riverpark Capital Management New York	$354K	+$37.5K	2	0.1%	Increased
3325	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$351K	+$7.91K	4	0.1%	Increased