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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
5051	TC TradeLink Capital Chicago, Illinois	$200K	+$203K	1	6.17%	New
5052	WFA West Financial Advisors Des Moines, Iowa	$199K	+$8.51K	1	0.05%	Increased
5053	MIM Macroview Investment Management Bethesda, Maryland	$198K	-$22.2K	18	0.3%	Reduced
5054	HFS HBC Financial Services Seattle, Washington	$191K	-$83.3K	7	0.14%	Reduced
5055	RTL Red Tortoise LLC Atlanta, Georgia	$186K	-$11.1K	14	0.12%	Reduced
5056	JCP JB Capital Partners Armonk, New York	$182K	$0	1	0.04%	Maintained
5057	CBC Coombe, Bender & Co Ellenville, New York	$173K	-$1.6M	1	0.13%	Reduced
5058	EC Elequin Capital New York	$172K	+$155K	10	0.09%	Increased
5059	APW Atlantic Private Wealth Chapel Hill, North Carolina	$153K	+$17.2K	2	0.16%	Increased
5060	DWA Delos Wealth Advisors Dallas, Texas	$151K	-$24K	20	0.19%	Reduced
5061	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$147K	-$302K	1	0.09%	Reduced
5062	RWM Ruedi Wealth Management Champaign, Illinois	$147K	$0	6	0.09%	Maintained
5063	DMKJ David M. Knott Jr	$143K	$0	3	0.06%	Maintained
5064	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$142K	$0	3	0.04%	Maintained
5065	AM Ares Management Los Angeles, California	$141K	+$142K	1	0%	New
5066	IHWM Iron Horse Wealth Management Johston, Iowa	$135K	-$4.5K	8	0.07%	Reduced
5067	Bellevue Group Kuesnacht, Switzerland	$131K	+$29.7K	2	0%	Increased
5068	RF Robinswood Financial Kirkland, Washington	$127K	+$118K	4	0.06%	New
5069	SC Sagefield Capital Dallas, Texas	$122K	+$109K	1	0.03%	New
5070	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$122K	$0	3	0.14%	Maintained
5071	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$121K	$0	2	0.1%	Maintained
5072	W WPWealth Fort Worth, Texas	$118K	$0	1	0.05%	Maintained
5073	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$118K	$0	6	0.08%	Maintained
5074	SCM SG Capital Management Chicago, Illinois	$114K	-$5.72M	1	0.05%	Reduced
5075	PS PayPay Securities Tokyo, Japan	$100K	+$23.1K	10	6.16%	Increased