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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	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$333K	-$1.59M	1	0.3%	Reduced
3377	RGNCM R.G. Niederhoffer Capital Management New York	$331K	+$309K	1	3.01%	New
3378	FMP Financial Management Professionals Austin, Texas	$330K	-$59K	10	0.13%	Reduced
3379	Wealthspire Advisors (New York) New York	$326K	-$949K	1	0.03%	Reduced
3380	JWM Janiczek Wealth Management Denver, Colorado	$325K	+$9.64K	6	0.15%	Increased
3381	KWMG King Wealth Management Group Naples, Florida	$323K	+$254	1	0.1%	Increased
3382	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$319K	-$776	1	0.15%	Reduced
3383	QC QCM Cayman Houston, Texas	$319K	+$50.6K	1	6.07%	Increased
3384	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$319K	+$2.32K	1	0.28%	Increased
3385	HCA Heck Capital Advisors Rhinelander, Wisconsin	$319K	-$129K	1	0.1%	Reduced
3386	CPA Columbia Pacific Advisors Seattle, Washington	$317K	-$184K	1	0.74%	Reduced
3387	FM Family Management New York	$317K	-$333K	1	0.14%	Reduced
3388	TW Towerpoint Wealth Sacramento, California	$317K	+$13.5K	1	0.22%	Increased
3389	NWM Northwest Wealth Management Spencer, Iowa	$316K	-$7.48K	11	0.24%	Reduced
3390	JF JSF Financial Los Angeles, California	$315K	-$23.2K	1	0.35%	Reduced
3391	PA Parkside Advisors Berkeley, California	$315K	$0	1	0.18%	Maintained
3392	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$314K	-$25.4K	6	1.06%	Reduced
3393	AIM Avity Investment Management Greenwich, Connecticut	$312K	+$29.8K	1	0.04%	Increased
3394	APCM Alaska Permanent Capital Management Anchorage, Alaska	$310K	+$293K	1	0.05%	New
3395	BA BCM Advisors Lafayette, Louisiana	$306K	-$7.95K	1	0.14%	Reduced
3396	CCM Colorado Capital Management Boulder, Colorado	$303K	+$5.07K	1	0.23%	Increased
3397	EWG Executive Wealth Group Kirkland, Washington	$302K	+$710	1	0.23%	Increased
3398	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$299K	+$673	1	0.19%	Increased
3399	GC Gibson Capital Wexford, Pennsylvania	$295K	$0	1	0.1%	Maintained
3400	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$295K	$0	1	0.22%	Maintained