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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
3576	Aequim Alternative Investments Mill Valley, California	$459K	+$368K	1	0.09%	New
3577	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$459K	+$2.07K	1	0.06%	Increased
3578	SL Salomon & Ludwin Richmond, Virginia	$459K	+$200K	5	0.09%	Increased
3579	SAM Stansberry Asset Management Westlake, Texas	$457K	+$456K	1	0.19%	New
3580	ASP Adams Street Partners Chicago, Illinois	$453K	+$545K	1	0.09%	New
3581	NWS Newport Wealth Strategies Irvine, California	$451K	+$391K	1	0.33%	New
3582	SCG Sonata Capital Group Seattle, Washington	$450K	-$61.6K	1	0.27%	Reduced
3583	Check Capital Management Costa Mesa, California	$448K	-$143K	1	0.02%	Reduced
3584	FI Financial Insights Tacoma, Washington	$448K	+$415K	2	0.39%	New
3585	ML McAdam LLC Philadelphia, Pennsylvania	$447K	+$43.4K	1	0.11%	Increased
3586	DI Disciplined Investments Tulsa, Oklahoma	$446K	+$419K	9	0.38%	New
3587	PIP Peachtree Investment Partners Indian River Shores,, Florida	$437K	+$494	1	0.3%	Increased
3588	AIM Aurora Investment Managers Naples, Florida	$435K	+$407K	1	0.43%	New
3589	AIM Avity Investment Management Greenwich, Connecticut	$435K	+$6.55K	1	0.05%	Increased
3590	HFS HBC Financial Services Seattle, Washington	$434K	+$411K	7	0.38%	New
3591	QCIG Quad-Cities Investment Group Davenport, Iowa	$431K	-$367K	1	0.41%	Reduced
3592	TF TLWM Financial San Antonio, Texas	$431K	-$4.39K	1	0.21%	Reduced
3593	TCM TD Capital Management Memphis, Tennessee	$425K	-$7.28K	9	0.07%	Reduced
3594	BWM Benchmark Wealth Management Old Lyme, Connecticut	$421K	+$399K	1	0.36%	New
3595	FTCM First Trust Capital Management Chicago, Illinois	$421K	+$446K	1	0.13%	New
3596	AMG Asset Management Group Stamford, Connecticut	$417K	+$1.8K	1	0.13%	Increased
3597	KWMG King Wealth Management Group Naples, Florida	$413K	+$17.3K	1	0.11%	Increased
3598	RCM Riverpark Capital Management New York	$407K	-$36.1K	2	0.36%	Reduced
3599	JWM Janiczek Wealth Management Denver, Colorado	$404K	-$6K	3	0.18%	Reduced
3600	W WealthOne Albany, New York	$397K	-$110K	1	0.25%	Reduced