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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
5626	FIS Fischer Investment Strategies Westlake Village, California	$246K	+$202K	1	0.24%	New
5627	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$242K	+$198K	1	0.1%	New
5628	GA Greenhaven Associates Purchase, New York	$242K	-$45.2K	1	0%	Reduced
5629	BDWCC B&D White Capital Company Lakeway, Texas	$241K	+$210K	1	0.05%	New
5630	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$239K	$0	1	4.68%	Maintained
5631	RIG Ramiah Investment Group Brookfield, Wisconsin	$238K	-$751K	1	0.23%	Reduced
5632	CFG Clayton Financial Group St. Louis, Missouri	$237K	-$239K	1	0.1%	Reduced
5633	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$236K	+$234K	1	0.13%	New
5634	SWA ShankerValleau Wealth Advisors Skokie, Illinois	$236K	+$193K	1	0.1%	New
5635	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$236K	$0	1	0.03%	Maintained
5636	AI Arrien Investments Boise, Idaho	$233K	-$11.2K	1	0.18%	Reduced
5637	HWMT Heritage Wealth Management (Texas) Houston, Texas	$230K	+$200K	1	0.14%	New
5638	BWA Burt Wealth Advisors North Bethesda, Maryland	$229K	-$283K	1	0.06%	Reduced
5639	BIA BHK Investment Advisors Birmingham, Alabama	$229K	+$187K	1	0.09%	New
5640	DeepCurrents Investment Group New York	$227K	-$8.54M	1	0.01%	Reduced
5641	EIM Ervin Investment Management Seattle, Washington	$227K	+$213K	1	0.16%	New
5642	BWA Brave Warrior Advisors New York	$227K	+$206K	1	0.01%	New
5643	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$226K	+$196K	5	0.17%	New
5644	RC Rareview Capital Las Vegas, Nevada	$226K	+$171K	1	0.22%	New
5645	DWA Delta Wealth Advisors Indianapolis, Indiana	$225K	+$184K	1	0.22%	New
5646	WFA Websterrogers Financial Advisors Florence, South Carolina	$225K	-$91.2K	1	0.08%	Reduced
5647	MA Menlo Advisors Menlo Park, California	$224K	+$212K	1	0.12%	New
5648	VF Vawter Financial Columbus, Ohio	$224K	$0	1	0.15%	Maintained
5649	SEM Strategic Equity Management Tucson, Arizona	$222K	+$182K	1	0.14%	New
5650	CA Cortland Associates St Louis, Missouri	$222K	+$182K	1	0.03%	New