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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	Facet Wealth Inc Baltimore, Maryland	$266K	+$20.8K	1	0.03%	Increased
4227	RCM Regency Capital Management Honolulu, Hawaii	$265K	+$54.6K	4	0.19%	Increased
4228	CCM Courage Capital Management Nashville, Tennessee	$263K	$0	1	0.14%	Maintained
4229	CCM Coerente Capital Management Toronto, Ontario, Canada	$262K	$0	1	0.05%	Maintained
4230	GC Gibson Capital Wexford, Pennsylvania	$262K	+$29K	1	0.07%	Increased
4231	GM Granger Management New York	$260K	-$394K	1	0.05%	Reduced
4232	RCA Reitz Capital Advisors Freeland, Michigan	$260K	+$15.7K	1	0.19%	Increased
4233	FWP Falcon Wealth Planning Ontario, California	$259K	+$263K	1	0.1%	New
4234	OIM Oder Investment Management Woodland Hills, California	$259K	+$260K	1	0.38%	New
4235	NWA Navis Wealth Advisors Rye Brook, New York	$258K	$0	1	0.18%	Maintained
4236	FLA Financial Life Advisors San Antonio, Texas	$257K	-$11.7K	1	0.11%	Reduced
4237	NWS Newport Wealth Strategies Irvine, California	$257K	-$297K	1	0.16%	Reduced
4238	AFIA America First Investment Advisors Omaha, Nebraska	$256K	$0	2	0.08%	Maintained
4239	EWA ERTS Wealth Advisors Marquette, Michigan	$256K	-$210K	1	0.07%	Reduced
4240	EA Emerald Advisors Bellevue, Washington	$253K	-$210K	1	0.07%	Reduced
4241	GCM Gladius Capital Management Chicago, Illinois	$253K	+$184K	2	0.02%	Increased
4242	KLI Kelman-Lazarov Inc Memphis, Tennessee	$251K	-$220K	1	0.09%	Reduced
4243	BDF Black Diamond Financial Towson, Maryland	$250K	-$2.28K	1	0.12%	Reduced
4244	CA Cortland Associates St Louis, Missouri	$250K	$0	1	0.03%	Maintained
4245	KWP Keystone Wealth Partners Chandler, Arizona	$250K	+$250K	1	0.14%	New
4246	ARTA A.R.T. Advisors New York	$249K	-$298K	1	13.87%	Reduced
4247	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$249K	+$217	1	0.14%	Increased
4248	NCMW Northern Capital Management (Washington) Spokane, Washington	$247K	$0	1	0.21%	Maintained
4249	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$245K	-$1.99M	1	0.73%	Reduced
4250	UFA US Financial Advisors Braintree, Massachusetts	$244K	$0	1	0.12%	Maintained