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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
3851	DC Defender Capital Charlotte, North Carolina	$1.22M	+$1.17M	1	0.41%	New
3852	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$1.22M	-$104K	3	0.5%	Reduced
3853	AG Appleton Group Appleton, Wisconsin	$1.21M	+$824K	3	0.93%	Increased
3854	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.21M	-$690	15	0.75%	Reduced
3855	HC Hoese & Co Glencoe, Minnesota	$1.21M	+$144K	10	1.35%	Increased
3856	Merriman Wealth Management Seattle, Washington	$1.21M	+$70.6K	3	0.1%	Increased
3857	AC Applied Capital Little Rock, Arkansas	$1.2M	$0	2	1.15%	Maintained
3858	DAM Derbend Asset Management Peachtree City, Georgia	$1.2M	+$962K	1	1.12%	New
3859	DCM Dean Capital Management Overland Park, Kansas	$1.2M	+$653K	2	1.1%	Increased
3860	IP Innovative Portfolios Indianapolis, Indiana	$1.2M	+$158K	4	3.2%	Increased
3861	SEP Southland Equity Partners Wildwood, Missouri	$1.2M	+$12.9K	3	0.56%	Increased
3862	Eagle Capital Management (New York) New York	$1.2M	+$1.2M	3	0%	New
3863	CWA Capital Wealth Alliance Scottsdale, Arizona	$1.19M	+$18.1K	2	0.76%	Increased
3864	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.19M	-$81.2K	15	0.27%	Reduced
3865	MF Montis Financial Waltham, Massachusetts	$1.19M	+$279K	4	0.98%	Increased
3866	CWM CCG Wealth Management San Diego, California	$1.18M	-$48.3K	4	0.92%	Reduced
3867	RA Riverstone Advisors New Braunfels, Texas	$1.17M	$0	2	0.55%	Maintained
3868	SCF Sante Capital Fund Austin, Texas	$1.17M	+$991K	2	0.48%	New
3869	CCA Column Capital Advisors Indianapolis, Indiana	$1.17M	+$33.1K	23	0.25%	Increased
3870	CFG CKW Financial Group Honolulu, Hawaii	$1.17M	+$58K	9	0.18%	Increased
3871	Truepoint Inc Cincinnati, Ohio	$1.17M	+$217K	3	0.06%	Increased
3872	AIP Ahrens Investment Partners Lafayette, Louisiana	$1.16M	+$3.52K	3	0.54%	Increased
3873	RWM Raffa Wealth Management Washington, District of Columbia	$1.16M	-$143K	38	0.4%	Reduced
3874	HFS Howard Financial Services Dallas, Texas	$1.16M	+$16.6K	3	0.45%	Increased
3875	MWA Motive Wealth Advisors Birmingham, Michigan	$1.16M	+$1.08M	1	0.83%	New