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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	Aequim Alternative Investments Mill Valley, California	$198K	$0	1	0.03%	Maintained
3752	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$196K	+$7.33K	12	0.1%	Increased
3753	CIR Clear Investment Research Alpharetta, Georgia	$193K	-$6.1K	6	0.41%	Reduced
3754	NCM New Capital Management Houston, Texas	$188K	-$7.56K	3	0.26%	Reduced
3755	SM Sabby Management Miami Beach, Florida	$177K	+$215K	1	0.04%	New
3756	IWP IAG Wealth Partners Waukesha, Wisconsin	$176K	-$4.33K	12	0.09%	Reduced
3757	YCM Yakira Capital Management Westport, Connecticut	$175K	+$189K	1	0.08%	New
3758	NL NKCFO LLC Geneva, Illinois	$169K	-$355K	1	0.11%	Reduced
3759	YAL Your Advocates Ltd Houston, Texas	$169K	+$88.3K	4	0.12%	Increased
3760	AWM Avondale Wealth Management West Lake Hills, Texas	$163K	$0	5	0.23%	Maintained
3761	KIG Kessler Investment Group Columbus, Indiana	$161K	-$1.81M	4	0.2%	Reduced
3762	TWP TFO Wealth Partners Maumee, Ohio	$154K	-$5.76K	2	0.06%	Reduced
3763	VEA Virtus ETF Advisers New York	$149K	+$86K	5	0.07%	Increased
3764	ACM AREX Capital Management New York	$148K	+$143K	1	0.15%	New
3765	FEG Financial Enhancement Group Anderson, Indiana	$146K	-$66.6K	3	0.04%	Reduced
3766	JWBC John W. Brooker & Co Oakland, California	$145K	-$5.98K	5	0.1%	Reduced
3767	BC Belmont Capital Los Angeles, California	$143K	$0	2	0.08%	Maintained
3768	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$125K	-$455K	4	0.05%	Reduced
3769	AA Alta Advisers London, United Kingdom	$122K	$0	1	0.1%	Maintained
3770	SCM Symons Capital Management Pittsburgh, Pennsylvania	$122K	-$417K	1	0.08%	Reduced
3771	BAMG Brand Asset Management Group Chesterfield, Missouri	$118K	+$270	4	0.08%	Increased
3772	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$118K	+$7.58K	5	0.18%	Increased
3773	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$116K	-$11.8K	5	0.1%	Reduced
3774	AFS Aft Forsyth & Sober Valrico, Florida	$110K	+$98.1K	2	0.78%	New
3775	WC Wexford Capital West Palm Beach, Florida	$99K	-$5.39M	1	0.02%	Reduced