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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
4276	RRCM Rappaport Reiches Capital Management Skokie`, Illinois	$216K	$0	1	0.21%	Maintained
4277	RTL Red Tortoise LLC Atlanta, Georgia	$216K	+$279K	15	0.17%	New
4278	ABA American Beacon Advisors Irving, Texas	$215K	-$106K	1	14.43%	Reduced
4279	AGA Arkos Global Advisors Houston, Texas	$214K	$0	1	0.07%	Maintained
4280	TWM Tolleson Wealth Management Dallas, Texas	$213K	-$24.1K	1	0.06%	Reduced
4281	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$212K	-$826K	1	0.06%	Reduced
4282	BC Brio Consultants San Francisco, California	$211K	+$212K	1	0.05%	New
4283	Check Capital Management Costa Mesa, California	$211K	-$209K	1	0.01%	Reduced
4284	SC Schoolcraft Capital Boulder, Colorado	$210K	$0	1	0.07%	Maintained
4285	MWP Madison Wealth Partners Madison, Wisconsin	$209K	+$208K	1	0.12%	New
4286	BWM Blossom Wealth Management San Ramon, Ca, California	$208K	+$209K	1	1.24%	New
4287	OWIM Old West Investment Management Los Angeles, California	$208K	$0	1	0.05%	Maintained
4288	CBOR Community Bank of Raymore Raymore, Missouri	$207K	+$208K	1	0.06%	New
4289	PC Permanens Capital New York	$206K	+$92.5K	1	0.04%	Increased
4290	HC Hatton Consulting Phoenix, Arizona	$204K	-$396K	1	0.15%	Reduced
4291	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$202K	+$222K	1	0.08%	New
4292	DFA DHJJ Financial Advisors Naperville, Illinois	$200K	+$201K	1	0.1%	New
4293	HNW High Note Wealth Deephaven, Minnesota	$200K	-$271	1	0.07%	Reduced
4294	AA Alta Advisers London, United Kingdom	$195K	+$36.6K	2	0.16%	Increased
4295	CTC (Chicago Trading Company) Chicago, Illinois	$178K	+$91K	4	0.09%	Increased
4296	Saba Capital Management New York	$175K	+$172K	1	0%	New
4297	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$169K	$0	5	0.15%	Maintained
4298	MFA McClarren Financial Advisors State College, Pennsylvania	$165K	-$1.36K	9	0.13%	Reduced
4299	BFG Baron Financial Group Fair Lawn, New Jersey	$162K	+$408	6	0.1%	Increased
4300	IHWM Iron Horse Wealth Management Johston, Iowa	$151K	-$3.95K	6	0.09%	Reduced