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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
4726	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$143K	$0	4	0.16%	Maintained
4727	HF Halpern Financial Ashburn, Virginia	$140K	+$36.2K	12	0.05%	Increased
4728	BCC Biglari Capital Corp San Antonio, Texas	$137K	-$13.4M	1	0.03%	Reduced
4729	CCM Colorado Capital Management Boulder, Colorado	$135K	-$39.9K	1	0.11%	Reduced
4730	Millburn Ridgefield Corp New York	$135K	-$9.37K	1	0.01%	Reduced
4731	TWP TFO Wealth Partners Maumee, Ohio	$135K	+$95.7K	24	0.03%	Increased
4732	BFG Baron Financial Group Fair Lawn, New Jersey	$125K	+$596	6	0.08%	Increased
4733	WC Wealthspring Capital West Harrison, New York	$123K	-$82.4K	1	0.02%	Reduced
4734	NOI Newton One Investments Newark, Delaware	$116K	$0	3	0.09%	Maintained
4735	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$116K	-$1.9M	4	0.15%	Reduced
4736	SJIA St. James Investment Advisors Port Jefferson, New York	$116K	-$116K	4	0.23%	Reduced
4737	WA Win Advisors Palm Beach Gardens, Florida	$115K	-$239K	6	0.23%	Reduced
4738	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$114K	+$103K	6	0.05%	New
4739	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$113K	-$23K	2	0.14%	Reduced
4740	FWA FSC Wealth Advisors Fishkill, New York	$106K	+$16.3K	9	0.94%	Increased
4741	WAM Warberg Asset Management Winnetka, Illinois	$100K	-$579K	1	0.02%	Reduced
4742	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$99K	-$30.3K	9	0.21%	Reduced
4743	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$97K	+$10.1K	4	0.02%	Increased
4744	ACK Andrew C. Karlinski	$97K	-$57.8K	12	0.14%	Reduced
4745	GIA Goodwin Investment Advisory Woodstock, Georgia	$91.3K	-$3K	4	0.07%	Reduced
4746	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$87K	-$11.3K	7	0.05%	Reduced
4747	ARIS Advanced Research Investment Solutions Los Angeles, California	$83K	-$20K	7	0.05%	Reduced
4748	NC Nightview Capital Austin, Texas	$83K	+$91K	1	0.02%	New
4749	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$82K	+$17.6K	1	0.03%	Increased
4750	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$81K	+$136	2	0.12%	Increased