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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
4326	OFA Oaktree Fund Advisors Los Angles, California	$95K	+$93.2K	2	9.04%	New
4327	DCM Disciplina Capital Management Nashville, Tennessee	$88.5K	+$8.65K	2	0.02%	Increased
4328	CTC (Chicago Trading Company) Chicago, Illinois	$88.2K	+$41.4K	3	0.05%	Increased
4329	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$87K	-$79.1K	7	0.04%	Reduced
4330	GCM Gladius Capital Management Chicago, Illinois	$85K	-$4.03M	1	0.01%	Reduced
4331	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$81K	-$217K	1	0.03%	Reduced
4332	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$79K	+$41.1K	3	0.04%	Increased
4333	ARIS Advanced Research Investment Solutions Los Angeles, California	$71K	$0	3	0.06%	Maintained
4334	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$71K	-$193K	2	0.02%	Reduced
4335	HF Halpern Financial Ashburn, Virginia	$69.3K	$0	5	0.03%	Maintained
4336	ASW Astoria Strategic Wealth Conroe, Texas	$68K	+$80.4K	1	0.03%	New
4337	MG MilWealth Group Milwaukee, Wisconsin	$64.3K	$0	2	0.03%	Maintained
4338	TWP TFO Wealth Partners Maumee, Ohio	$57K	-$114K	8	0.01%	Reduced
4339	Millburn Ridgefield Corp New York	$55K	+$55.4K	1	0%	New
4340	BWM BCS Wealth Management Johnson City, Tennessee	$53K	$0	1	0.03%	Maintained
4341	LWP Laurel Wealth Planning Edina, Minnesota	$49K	+$12K	3	0.04%	Increased
4342	JA JVL Associates Wyoming, Michigan	$48K	$0	1	0.03%	Maintained
4343	M1FG Mach-1 Financial Group Rogers, Arkansas	$47K	-$196K	3	0.03%	Reduced
4344	HFS Horizon Financial Services Winston Salem, North Carolina	$42K	+$1.56K	4	0.03%	Increased
4345	LSA Lion Street Advisors Austin, Texas	$26.2K	+$26.4K	1	0.95%	New
4346	IFA Interactive Financial Advisors New Lenox, Illinois	$19K	$0	1	0.01%	Maintained
4347	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$14K	+$13.4K	1	0.01%	New
4348	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$12K	+$9.62K	1	0%	New
4349	AIA Arcadia Investment Advisors Eagle, Idaho	$11.6K	+$10.5K	6	0.01%	New
4350	TFA Transamerica Financial Advisors St. Petersburg, Florida	$11K	-$1.34K	9	0.27%	Reduced