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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
3476	OAJ Ogorek Anthony Joseph Williamsville, New York	$119K	+$19.6K	7	0.09%	Increased
3477	CWM Catamount Wealth Management Westport, Connecticut	$112K	-$606K	5	0.08%	Reduced
3478	AWM Avondale Wealth Management West Lake Hills, Texas	$110K	+$2.16K	5	0.09%	Increased
3479	CIR Clear Investment Research Alpharetta, Georgia	$109K	$0	22	0.18%	Maintained
3480	NC NewSquare Capital Newtown Square, Pennsylvania	$104K	-$7.45K	5	0.02%	Reduced
3481	HS Horan Securities Cincinnati, United States	$83K	+$4.62K	6	0.1%	Increased
3482	JAM JCIC Asset Management Toronto, Ontario, Canada	$79K	+$9.19K	5	0.04%	Increased
3483	BAMG Brand Asset Management Group Chesterfield, Missouri	$73K	-$51K	2	0.06%	Reduced
3484	LWA Lowe Wealth Advisors Columbia, Maryland	$72K	-$27.3K	11	0.05%	Reduced
3485	QCMA Quad Capital Management Advisors New York	$71K	+$73.6K	1	0.04%	New
3486	WAM WT Asset Management Hong Kong	$69K	+$94.4K	1	0.04%	New
3487	SM Sabby Management Miami Beach, Florida	$66K	+$92.7K	1	0.01%	New
3488	RCM Requisite Capital Management Dallas, Texas	$65K	+$69.8K	1	0.03%	New
3489	REFI Requisite Energy Fund I Dallas, Texas	$65K	+$69.8K	1	0.03%	New
3490	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$63K	+$4.59K	1	4.41%	Increased
3491	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$63K	-$4.19K	4	0.03%	Reduced
3492	WCM Wealthcare Capital Management Richmond, Virginia	$60K	$0	4	0.01%	Maintained
3493	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$54K	+$52.6K	2	0.04%	Increased
3494	AIC Ayalon Insurance Company Ramat Gan, Israel	$48K	+$69.1K	1	0.04%	New
3495	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$47K	+$46.8K	1	0.04%	New
3496	CWM Cedar Wealth Management Walnut Creek, California	$46K	+$54.6K	1	0.03%	New
3497	JCM Julex Capital Management Wellesley, Massachusetts	$42K	+$52.5K	9	0.03%	New
3498	BI Bramshill Investments Naples, Florida	$41K	-$16.9K	4	0.01%	Reduced
3499	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$40K	$0	1	0.01%	Maintained
3500	TCS Texas Children's Houston, Texas	$39K	+$38.5K	1	0.05%	New