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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
3926	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$1M	+$28.5K	14	0.65%	Increased
3927	SA SRH Advisors Salina, Kansas	$998K	+$834	8	1.24%	Increased
3928	NP Ninepoint Partners Toronto, Ontario, Canada	$997K	+$259	2	0.24%	Increased
3929	OHU Odey Holdings (UK) London, United Kingdom	$997K	+$957K	2	8.49%	New
3930	BWA BlueSky Wealth Advisors New Bern, North Carolina	$992K	+$793K	1	0.19%	New
3931	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$992K	+$1.6K	2	0.45%	Increased
3932	CGIM Cannon Global Investment Management Davie, Florida	$992K	+$50.1K	1	1.94%	Increased
3933	QGA Q Global Advisors Fort Worth, Texas	$992K	+$998K	1	0.69%	New
3934	Giverny Capital Montreal, Quebec, Canada	$990K	-$122K	1	0.06%	Reduced
3935	HCM Hutchinson Capital Management San Rafael, California	$987K	-$12.3K	2	0.24%	Reduced
3936	P Palladiem Bryn Mawr, Pennsylvania	$984K	+$185K	3	0.79%	Increased
3937	LI LVZ Inc Holland, Michigan	$982K	-$4.03K	1	0.14%	Reduced
3938	CA Corrado Advisors Ramsey, New Jersey	$979K	-$82.8K	1	0.6%	Reduced
3939	EML Eos Management LP New York	$979K	$0	1	0.52%	Maintained
3940	DWA Delos Wealth Advisors Dallas, Texas	$975K	+$918K	12	1.22%	New
3941	FC Financial Consulate Hunt Valley, Maryland	$970K	-$70.1K	3	0.35%	Reduced
3942	MAM MMA Asset Management Conshohocken, Pennsylvania	$970K	-$136K	2	0.74%	Reduced
3943	FTS Fifth Third Securities Cincinnati, Ohio	$964K	-$811K	1	0.35%	Reduced
3944	CM Columbus Macro New Castle, Pennsylvania	$957K	-$226K	1	0.3%	Reduced
3945	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$951K	-$530K	10	0.08%	Reduced
3946	FI Financial Insights Tacoma, Washington	$947K	+$362K	5	0.78%	Increased
3947	CWM Campbell Wealth Management Alexandria, Virginia	$945K	+$1.5K	2	0.13%	Increased
3948	AWG Altus Wealth Group Colorado Springs, Colorado	$942K	+$3.51K	2	0.92%	Increased
3949	SHA Seneca House Advisors Richmond, Virginia	$940K	+$83.9K	3	0.61%	Increased
3950	PS Planned Solutions Folsom, California	$933K	+$417K	2	0.65%	Increased