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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
5676	Millburn Ridgefield Corp New York	$171K	-$2.13K	2	0%	Reduced
5677	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$169K	-$194K	6	0.77%	Reduced
5678	Bellevue Group Kuesnacht, Switzerland	$159K	-$55.6K	2	0%	Reduced
5679	IA IFS Advisors Overland Park, Kansas	$151K	+$13.4K	5	0.13%	Increased
5680	KC Kepos Capital New York	$151K	-$15.8K	3	0.06%	Reduced
5681	YAL Your Advocates Ltd Houston, Texas	$145K	+$31.2K	8	0.06%	Increased
5682	ORAM One River Asset Management Stamford, Connecticut	$144K	+$149K	2	0.01%	New
5683	PS PayPay Securities Tokyo, Japan	$142K	-$126K	12	11.88%	Reduced
5684	VFA Virtus Fund Advisers Hartford, Connecticut	$142K	+$62.2K	2	0.56%	Increased
5685	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$138K	+$7.51K	2	0.05%	Increased
5686	EC Elequin Capital New York	$130K	+$2.11K	8	0.03%	Increased
5687	BOC Bull Oak Capital San Diego, California	$125K	$0	2	0.08%	Maintained
5688	APW Atlantic Private Wealth Chapel Hill, North Carolina	$122K	+$30.3K	3	0.1%	Increased
5689	LAM Lummis Asset Management Fort Worth, Texas	$110K	+$7.93K	6	0.15%	Increased
5690	MAM Marquette Asset Management Minneapolis, Minnesota	$103K	-$111K	3	0.02%	Reduced
5691	LG LAM Group Lake Oswego, Oregon	$93.3K	+$17.2K	4	0.08%	Increased
5692	JCP JB Capital Partners Armonk, New York	$87.5K	$0	1	0.02%	Maintained
5693	EA Evolution Advisers Richmond, Virginia	$84K	+$524	2	0.05%	Increased
5694	IFS Intelligent Financial Strategies Excelsior, Minnesota	$82.4K	$0	1	0.05%	Maintained
5695	NOI Newton One Investments Newark, Delaware	$78.7K	+$8.68K	4	0.03%	Increased
5696	AS AM Squared Hong Kong	$51.6K	-$6.05M	1	0.13%	Reduced
5697	AAG Accordant Advisory Group Annapolis, Maryland	$42.1K	-$1.91M	2	0.04%	Reduced
5698	MG MilWealth Group Milwaukee, Wisconsin	$40.6K	$0	1	0.01%	Maintained
5699	FC Family CFO Los Altos, California	$39.1K	$0	3	0.02%	Maintained
5700	MIM Manitou Investment Management Toronto, Ontario, Canada	$36K	$0	1	0.01%	Maintained