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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
3776	CA CXI Advisors Auburn, Indiana	$82K	+$78.4K	12	0.18%	New
3777	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$79K	+$70.9K	7	0.05%	New
3778	PCP Polunin Capital Partners London, United Kingdom	$72K	+$72.9K	1	0.02%	New
3779	CWM Cedar Wealth Management Walnut Creek, California	$66K	+$60.2K	3	0.04%	New
3780	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$64K	-$2.94M	1	0.02%	Reduced
3781	FCT Family Capital Trust Peabody, Massachusetts	$64K	$0	1	0.02%	Maintained
3782	AWA Artemis Wealth Advisors New York	$59.3K	+$56.4K	2	0.02%	New
3783	PCM Price Capital Management Lafayette, Louisiana	$51K	-$2.3M	1	0.02%	Reduced
3784	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$46K	+$43.1K	1	0.04%	New
3785	CTC (Chicago Trading Company) Chicago, Illinois	$40.5K	-$57.2K	1	0.05%	Reduced
3786	AGA Accuvest Global Advisors Provo, Utah	$40K	+$24.5K	3	0.08%	Increased
3787	HF Halpern Financial Ashburn, Virginia	$39.2K	+$36.5K	5	0.03%	New
3788	JA JVL Associates Wyoming, Michigan	$36K	$0	1	0.03%	Maintained
3789	ARIS Advanced Research Investment Solutions Los Angeles, California	$31.2K	+$26.6K	2	0.24%	New
3790	RCM Requisite Capital Management Dallas, Texas	$30K	+$60.4M	1	0.01%	Increased
3791	MG MilWealth Group Milwaukee, Wisconsin	$25.7K	$0	1	0.02%	Maintained
3792	AIA Arcadia Investment Advisors Eagle, Idaho	$23.9K	-$4.6K	1	0.02%	Reduced
3793	MM Main Management San Francisco, California	$21K	$0	1	0%	Maintained
3794	FWM FFT Wealth Management Philadelphia, Pennsylvania	$18K	+$17.6K	1	0%	New
3795	WC Wynnefield Capital New York	$15K	$0	1	0.01%	Maintained
3796	BSG Black Swift Group Boulder, Colorado	$12K	+$11.2K	1	0.02%	New
3797	Tortoise Capital Advisors Overland Park, Kansas	$11K	$0	4	0%	Maintained
3798	NR Newfound Research Wellesley Hills, Massachusetts	$7K	-$3.23K	5	0.01%	Reduced
3799	TFA Transamerica Financial Advisors St. Petersburg, Florida	$6K	+$62	4	0.08%	Increased
3800	FFW Fusion Family Wealth Woodbury, New York	$3K	-$18K	1	0%	Reduced