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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
3376	NCM Next Capital Management New York	$288K	+$306K	3	0.25%	New
3377	NWM Northwest Wealth Management Spencer, Iowa	$286K	-$107K	10	0.24%	Reduced
3378	CWM Capital Wealth Management W. Warwick, Rhode Island	$283K	$0	1	0.31%	Maintained
3379	EPA Element Pointe Advisors Miami, Florida	$282K	+$279K	1	0.18%	New
3380	KWMG King Wealth Management Group Naples, Florida	$282K	-$633K	1	0.1%	Reduced
3381	TAM Taylor Asset Management Toronto, Ontario, Canada	$281K	-$2.69M	1	0.19%	Reduced
3382	AFM Anson Funds Management Dallas, Texas	$280K	+$514K	1	0.16%	New
3383	SIS Sound Income Strategies Ft Lauderdale, Florida	$279K	-$2.68K	28	0.15%	Reduced
3384	EFS Econ Financial Services Harrisburg, Pennsylvania	$275K	+$293K	1	0.42%	New
3385	PA Parkside Advisors Berkeley, California	$275K	$0	1	0.17%	Maintained
3386	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$273K	-$46.3K	1	0.21%	Reduced
3387	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$271K	$0	1	0.21%	Maintained
3388	GC Gibson Capital Wexford, Pennsylvania	$270K	+$36.4K	1	0.11%	Increased
3389	ACM Academy Capital Management Waco, Texas	$263K	$0	1	0.07%	Maintained
3390	EWG Executive Wealth Group Kirkland, Washington	$263K	+$609	1	0.25%	Increased
3391	CF Corrigan Financial Middletown, Rhode Island	$262K	+$17.3K	1	0.21%	Increased
3392	CCM Colorado Capital Management Boulder, Colorado	$260K	-$3.42K	1	0.22%	Reduced
3393	CW Cabot-Wellington Boston, Massachusetts	$257K	$0	1	0.17%	Maintained
3394	Tenor Capital Management New York	$256K	$0	1	0.02%	Maintained
3395	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$255K	+$266K	1	0.29%	New
3396	ATI Act Two Investors Santa Cruz, California	$253K	+$273K	1	0.18%	New
3397	CFG CKW Financial Group Honolulu, Hawaii	$252K	+$49.3K	6	0.06%	Increased
3398	ESBC E.S. Barr & Co Lexington, Kentucky	$252K	-$996	1	0.03%	Reduced
3399	PC Periscope Capital Toronto, Ontario, Canada	$250K	+$293K	1	0.05%	New
3400	ACR Alpine Capital Research St. Louis, Missouri	$249K	+$234	1	0.01%	Increased