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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
3326	TAL TIG Advisors LLC New York	$351K	-$4.37M	1	0.02%	Reduced
3327	FMP Financial Management Professionals Austin, Texas	$350K	-$39.6K	12	0.13%	Reduced
3328	BA BCM Advisors Lafayette, Louisiana	$348K	+$377K	1	0.15%	New
3329	ML McAdam LLC Philadelphia, Pennsylvania	$345K	-$4.23K	1	0.09%	Reduced
3330	QCMA Quad Capital Management Advisors New York	$342K	-$1.25M	1	0.17%	Reduced
3331	KWMG King Wealth Management Group Naples, Florida	$340K	+$295	1	0.1%	Increased
3332	LFG LifePlan Financial Group Dayton, Ohio	$338K	-$72.7K	8	0.16%	Reduced
3333	Jasper Ridge Partners Menlo Park, California	$336K	-$1.97M	1	0.02%	Reduced
3334	CHA Cooper/Haims Advisors Victor, New York	$333K	-$230K	1	0.2%	Reduced
3335	JF JSF Financial Los Angeles, California	$332K	-$1.13K	1	0.36%	Reduced
3336	PIM Parker Investment Management Menlo Park, California	$330K	+$319K	1	0.1%	New
3337	TC Trilogy Capital Irvine, California	$330K	$0	1	0.04%	Maintained
3338	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$327K	-$34.7K	1	0.61%	Reduced
3339	CJA C-J Advisory San Jose, California	$322K	-$10K	6	0.2%	Reduced
3340	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$322K	-$63.9K	7	1.06%	Reduced
3341	GP Geneva Partners Lake Geneva, Wisconsin	$319K	+$310K	2	0.25%	Increased
3342	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$319K	$0	1	0.24%	Maintained
3343	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$319K	+$312K	25	0.22%	New
3344	HCA Heck Capital Advisors Rhinelander, Wisconsin	$314K	+$11.9K	1	0.1%	Increased
3345	AEPG American Economic Planning Group Warren, New Jersey	$311K	-$232K	1	0.08%	Reduced
3346	GM GeoWealth Management Chicago, Illinois	$310K	+$295K	1	0.07%	New
3347	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$309K	$0	1	0.05%	Maintained
3348	SLT St Louis Trust Saint Louis, Missouri	$306K	-$14.8K	1	0.09%	Reduced
3349	SM Southport Management Wilson, Wyoming	$305K	-$753K	1	1.72%	Reduced
3350	SWP Strategic Wealth Partners Independence, Ohio	$304K	-$440K	16	1.56%	Reduced