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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
4226	GII Gryphon International Investment Toronto, Ontario, Canada	$300K	$0	1	0.91%	Maintained
4227	PWM Praetorian Wealth Management Carmel, California	$299K	$0	1	0.1%	Maintained
4228	CCM Courage Capital Management Nashville, Tennessee	$298K	$0	1	0.18%	Maintained
4229	PFA Pettinga Financial Advisors Evansville, Indiana	$297K	+$5.48K	1	0.08%	Increased
4230	CCM Coerente Capital Management Toronto, Ontario, Canada	$296K	-$20K	1	0.06%	Reduced
4231	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$296K	-$209K	1	0.27%	Reduced
4232	BWM Brickley Wealth Management San Mateo, California	$294K	+$10K	1	0.07%	Increased
4233	JC JBF Capital Aspen, Colorado	$291K	-$3.62M	1	0.07%	Reduced
4234	TLFA True Link Financial Advisors San Francisco, California	$291K	-$1.19M	6	0.04%	Reduced
4235	SL Salomon & Ludwin Richmond, Virginia	$290K	+$3.65K	1	0.05%	Increased
4236	LPWM Lake Point Wealth Management Rockwall, Texas	$288K	+$260K	17	0.13%	New
4237	NWA Navis Wealth Advisors Rye Brook, New York	$286K	+$54.1K	1	0.24%	Increased
4238	BAMG Brand Asset Management Group Chesterfield, Missouri	$281K	-$8.95K	1	0.14%	Reduced
4239	Samlyn Capital New York	$280K	-$573K	1	0%	Reduced
4240	NCMW Northern Capital Management (Washington) Spokane, Washington	$279K	$0	1	0.24%	Maintained
4241	Charles Schwab Investment Advisory San Francisco, California	$278K	+$222K	1	0%	New
4242	WRM Weybosset Research & Management Province, Rhode Island	$278K	+$9.51K	1	0.11%	Increased
4243	RC Rinet Company Boston, Massachusetts	$277K	+$1.67K	1	0.05%	Increased
4244	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$276K	-$188K	1	0.14%	Reduced
4245	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$275K	+$9.33K	1	0.11%	Increased
4246	OWIM Old West Investment Management Los Angeles, California	$274K	$0	1	0.06%	Maintained
4247	AIA Alera Investment Advisors Deerfield, Illinois	$272K	+$15.2K	1	0.08%	Increased
4248	RCA Reitz Capital Advisors Freeland, Michigan	$272K	+$29.1K	1	0.19%	Increased
4249	CW Cabot-Wellington Boston, Massachusetts	$268K	$0	1	0.12%	Maintained
4250	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$268K	+$2.32K	1	0.13%	Increased