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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
4926	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$300K	+$236K	1	0.11%	New
4927	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$300K	+$247K	1	0.15%	New
4928	GFP Guardian Financial Partners Orange, California	$299K	-$576K	1	0.87%	Reduced
4929	GFL Granite FO LLC Bedford, New Hampshire	$299K	-$522K	3	0.2%	Reduced
4930	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$297K	-$64.4K	1	0.19%	Reduced
4931	SCM Stonehearth Capital Management Danvers, Massachusetts	$297K	+$564	1	0.16%	Increased
4932	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$296K	-$26K	8	0.11%	Reduced
4933	VFA Virtus Fund Advisers Hartford, Connecticut	$296K	-$156K	4	2.09%	Reduced
4934	LFS Lutz Financial Services Omaha, Nebraska	$296K	+$232K	1	0.03%	New
4935	DM Diker Management New York	$293K	$0	1	0.25%	Maintained
4936	RWM Refined Wealth Management Salt Lake City, Utah	$290K	+$228K	1	0.24%	New
4937	GSC Ground Swell Capital Folly Beach, South Carolina	$290K	-$2.27M	1	0.7%	Reduced
4938	FCM Firestone Capital Management Coral Gables, Florida	$290K	-$11.2K	1	0.09%	Reduced
4939	W WorthPointe La Jolla, California	$287K	+$265K	1	0.17%	New
4940	ACM Alethea Capital Management Mercer Island, Washington	$286K	-$204K	1	0.31%	Reduced
4941	RCM Requisite Capital Management Dallas, Texas	$286K	$0	1	0.07%	Maintained
4942	CCM Crabel Capital Management Los Angeles, California	$285K	+$267K	1	0.12%	New
4943	BCM Basso Capital Management Stamford, Connecticut	$285K	$0	1	0.31%	Maintained
4944	BlueCrest Capital Management St Helier, Jersey	$282K	+$271K	1	0.01%	New
4945	AA AJ Advisors Nashville, Tennessee	$280K	+$4.16K	1	0.19%	Increased
4946	AWMG Alliance Wealth Management Group Flemington, New Jersey	$280K	+$219K	1	0.09%	New
4947	NEPPG New England Professional Planning Group Westerly, Rhode Island	$279K	$0	1	0.16%	Maintained
4948	BWA Beam Wealth Advisors Covington, Louisiana	$277K	+$217K	1	0.19%	New
4949	DC Destiny Capital Golden, Colorado	$276K	+$217K	1	0.22%	New
4950	WC Wynnefield Capital New York	$275K	+$266K	1	0.14%	Increased