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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
5101	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$114K	$0	3	0.13%	Maintained
5102	SL Savior LLC Wellesley Hills, Massachusetts	$112K	-$617K	3	0.78%	Reduced
5103	W WPWealth Fort Worth, Texas	$108K	$0	1	0.04%	Maintained
5104	APW Atlantic Private Wealth Chapel Hill, North Carolina	$108K	$0	2	0.11%	Maintained
5105	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$104K	-$10.3K	2	0.08%	Reduced
5106	II Ibex Investors Denver, Colorado	$99.3K	-$2.64M	1	0.11%	Reduced
5107	HWM Horizons Wealth Management Asheville, North Carolina	$93.4K	-$142K	6	0.07%	Reduced
5108	JCP JB Capital Partners Armonk, New York	$89.4K	$0	1	0.02%	Maintained
5109	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$78.8K	$0	5	0.03%	Maintained
5110	BOC Bull Oak Capital San Diego, California	$66.3K	+$69.3K	4	0.07%	New
5111	RCA Reitz Capital Advisors Freeland, Michigan	$61.4K	+$60.5K	1	0.12%	New
5112	IA IFS Advisors Overland Park, Kansas	$60K	-$7.3K	5	0.11%	Reduced
5113	NOI Newton One Investments Newark, Delaware	$58.9K	+$667	3	0.04%	Increased
5114	EFMH E Fund Management (HK) Central, Hong Kong	$53K	-$4.01M	2	0.03%	Reduced
5115	IFS Intelligent Financial Strategies Excelsior, Minnesota	$48.3K	$0	1	0.04%	Maintained
5116	TFG Team Financial Group Temecula, California	$48.3K	+$50.8K	5	0.04%	New
5117	MIM Manitou Investment Management Toronto, Ontario, Canada	$46.5K	+$16.8K	2	0.01%	Increased
5118	YAL Your Advocates Ltd Houston, Texas	$42.9K	-$15.3K	5	0.03%	Reduced
5119	DCP Distillate Capital Partners Chicago, Illinois	$36.3K	+$1.59K	3	9.16%	Increased
5120	RCM Ravenstone Capital Management Toronto,	$34.9K	+$14.8K	2	0.03%	Increased
5121	FC Family CFO Los Altos, California	$32.2K	+$32.7K	4	0.02%	New
5122	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$32.1K	-$213K	1	0.03%	Reduced
5123	MG MilWealth Group Milwaukee, Wisconsin	$30.8K	$0	1	0.01%	Maintained
5124	LG LAM Group Lake Oswego, Oregon	$24.1K	$0	3	0.02%	Maintained
5125	PHAM Portland Hill Asset Management London, United Kingdom	$24K	$0	1	0.06%	Maintained