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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
3751	TAL TIG Advisors LLC New York	$185K	-$150K	1	0.01%	Reduced
3752	PPW Pasadena Private Wealth Pasadena, California	$165K	+$133K	1	0.07%	New
3753	AWM Avondale Wealth Management West Lake Hills, Texas	$163K	-$20.1K	5	0.24%	Reduced
3754	VCS Vaughan & Co Securities Ridgewood, New Jersey	$153K	+$145K	3	0.14%	New
3755	JIC Juniper Investment Company New York	$151K	+$134K	1	0.15%	New
3756	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$150K	+$18.7K	6	2.26%	Increased
3757	IWP IAG Wealth Partners Waukesha, Wisconsin	$149K	+$131K	11	0.1%	New
3758	MIM Macroview Investment Management Bethesda, Maryland	$149K	+$20.3K	19	0.31%	Increased
3759	CIR Clear Investment Research Alpharetta, Georgia	$146K	-$25.3K	6	0.3%	Reduced
3760	SL Signition LP New York	$145K	-$801K	1	0.72%	Reduced
3761	BAMG Brand Asset Management Group Chesterfield, Missouri	$144K	+$255	5	0.09%	Increased
3762	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$141K	+$134K	6	0.06%	New
3763	JWBC John W. Brooker & Co Oakland, California	$138K	+$128K	4	0.09%	New
3764	SCM Symons Capital Management Pittsburgh, Pennsylvania	$133K	-$717	1	0.07%	Reduced
3765	AA Alta Advisers London, United Kingdom	$127K	+$107K	1	0.1%	New
3766	LPWM Lake Point Wealth Management Rockwall, Texas	$127K	+$115K	15	0.04%	New
3767	KIG Kessler Investment Group Columbus, Indiana	$124K	-$1.52M	2	0.13%	Reduced
3768	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$122K	+$113K	5	0.18%	New
3769	SAS Stelac Advisory Services New York	$109K	-$374K	1	0.08%	Reduced
3770	LWA Lowe Wealth Advisors Columbia, Maryland	$105K	-$3.73K	14	0.06%	Reduced
3771	Partners Capital Investment Group Boston, Massachusetts	$102K	$0	1	0.01%	Maintained
3772	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$96K	+$88.8K	1	0.1%	New
3773	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$95K	-$12.2K	5	0.03%	Reduced
3774	BC Belmont Capital Los Angeles, California	$91K	+$80.7K	2	0.07%	New
3775	NC Numen Capital London, United Kingdom	$83K	-$409K	1	0.23%	Reduced