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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
3551	Hudson Bay Capital Management Stamford, Connecticut	$518K	-$5.44M	1	0.01%	Reduced
3552	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$517K	+$477K	3	0.17%	New
3553	Sageworth Trust Lancaster, Pennsylvania	$516K	+$111K	7	0.06%	Increased
3554	PC Permanens Capital New York	$508K	-$77.7K	4	0.13%	Reduced
3555	GC Gibson Capital Wexford, Pennsylvania	$507K	-$33.6K	2	0.17%	Reduced
3556	AFM Anson Funds Management Dallas, Texas	$503K	+$477K	1	0.58%	New
3557	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$502K	+$168K	20	0.37%	Increased
3558	APC Aspire Private Capital Cornelius, North Carolina	$498K	+$32.9K	24	0.22%	Increased
3559	LGWM Litman Gregory Wealth Management Larkspur, California	$490K	+$325K	3	0.11%	Increased
3560	LL LPWM LLC Minneapolis, Minnesota	$490K	+$465K	1	0.45%	New
3561	BU Brown University Providence, Rhode Island	$487K	+$432K	1	0.27%	New
3562	APW Austin Private Wealth Austin, Texas	$482K	+$451K	1	0.25%	New
3563	LIA LBMC Investment Advisors Brentwood, Tennessee	$482K	+$5.32K	2	0.07%	Increased
3564	SPL Smart Portfolios LLC Seattle, Washington	$482K	+$195K	2	0.43%	Increased
3565	BWM Biltmore Wealth Management Tempe, Arizona	$476K	-$38K	1	0.23%	Reduced
3566	AFA American Financial Advisors Marietta, Georgia	$474K	+$1.12K	1	0.08%	Increased
3567	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$472K	$0	1	0.21%	Maintained
3568	RWM RKL Wealth Management Lancaster, Pennsylvania	$471K	-$72.4K	1	0.08%	Reduced
3569	NP Ninepoint Partners Toronto, Ontario, Canada	$469K	+$451K	1	0.15%	New
3570	Foundations Investment Advisors Phoenix, Arizona	$468K	-$55.3K	2	0.06%	Reduced
3571	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$468K	+$425K	7	0.44%	New
3572	SFG StrategIQ Financial Group Merrillville, Indiana	$468K	+$420	1	0.12%	Increased
3573	CA Crewe Advisors Salt Lake City, Utah	$467K	+$147K	8	0.2%	Increased
3574	AP Arlington Partners Birmingham, Alabama	$460K	+$37K	7	0.28%	Increased
3575	PIM Parker Investment Management Menlo Park, California	$460K	+$12.5K	1	0.11%	Increased