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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
4501	NP Ninepoint Partners Toronto, Ontario, Canada	$397K	-$84.8K	1	0.06%	Reduced
4502	CWM Campbell Wealth Management Alexandria, Virginia	$390K	-$600K	1	0.05%	Reduced
4503	GP Geneva Partners Lake Geneva, Wisconsin	$389K	-$4.41M	1	0.38%	Reduced
4504	AI ArchPoint Investors Coral Gables, Florida	$388K	$0	1	0.15%	Maintained
4505	DM Diker Management New York	$388K	$0	1	0.48%	Maintained
4506	CCM Corsair Capital Management New York	$387K	+$475K	1	0.14%	New
4507	HCM Huber Capital Management El Segundo, California	$387K	-$209K	2	0.11%	Reduced
4508	JRFS James Reed Financial Services Cleveland, Ohio	$387K	$0	1	0.54%	Maintained
4509	MWM McNaughton Wealth Management San Diego, California	$385K	+$282K	1	0.27%	Increased
4510	NCM Next Capital Management New York	$384K	+$1.63K	1	0.28%	Increased
4511	PFM Peak Financial Management Wellesley, Massachusetts	$384K	-$392K	1	0.15%	Reduced
4512	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$378K	-$76.3K	1	0.37%	Reduced
4513	CM CM Management Gulf Breeze, Florida	$375K	-$2.48M	1	0.4%	Reduced
4514	G Gainplan Bloomfield Hills, Michigan	$375K	+$123K	1	0.25%	Increased
4515	CIM Cambria Investment Management Manhattan Beach, California	$374K	+$125K	1	0.05%	Increased
4516	AFA Arlington Financial Advisors Santa Barbara, California	$372K	$0	1	0.17%	Maintained
4517	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$369K	-$8.17K	8	0.29%	Reduced
4518	FEM Fulcrum Equity Management Plano, Texas	$367K	-$5.33M	1	0.3%	Reduced
4519	SWRP Summit Wealth & Retirement Planning San Ramon, California	$366K	-$274K	1	0.14%	Reduced
4520	AWM Act Wealth Management Plano, Texas	$363K	$0	1	0.24%	Maintained
4521	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$363K	+$174K	1	0.37%	Increased
4522	FHC Forest Hill Capital Little Rock, Arkansas	$362K	$0	1	0.15%	Maintained
4523	JMF Johnson Midwest Financial Glidden, Iowa	$361K	+$10.9K	7	0.49%	Increased
4524	PFA Pinnacle Family Advisors Springfield, Missouri	$361K	-$1.16M	1	0.29%	Reduced
4525	FSWA Financial Synergies Wealth Advisors Houston, Texas	$359K	+$408K	26	0.06%	New