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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
6051	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$3M	-$635K	4	0.49%	Reduced
6052	SFS Sunrise Financial Services Burien, Washington	$2.99M	+$125K	27	1.78%	Increased
6053	THL Tillman Hartley LLC Denver, Colorado	$2.99M	-$774K	8	0.67%	Reduced
6054	MM Morangie Management Vero Beach, Florida	$2.98M	+$1.03K	1	2.48%	Increased
6055	SWP Significant Wealth Partners Cary, Illinois	$2.98M	-$22.4K	4	3.23%	Reduced
6056	BW Bravera Wealth Bismarck, North Dakota	$2.98M	-$402K	20	1.14%	Reduced
6057	UAM Unifi Asset Management New York	$2.98M	-$7.62M	3	1.18%	Reduced
6058	AWA ARQ Wealth Advisors Scottsdale, Arizona	$2.97M	+$394K	3	0.37%	Increased
6059	CF Cyr Financial Hennepin, Illinois	$2.97M	+$134K	2	1.55%	Increased
6060	BWAM Blue Water Asset Management Grand Rapids, Michigan	$2.97M	+$571K	5	0.96%	Increased
6061	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$2.97M	+$52K	5	0.7%	Increased
6062	JIG Junk Investment Group Hunt Valley, Maryland	$2.97M	+$538K	5	1.31%	Increased
6063	RRMM Regatta Research & Money Management Metairie, Louisiana	$2.97M	+$2.57M	16	2.81%	New
6064	MAM Markin Asset Management Rye, New York	$2.96M	+$1.02M	7	2.54%	Increased
6065	EAMH Eurizon Asset Management Hungary Budapest,	$2.96M	+$10.9K	2	3.15%	Increased
6066	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$2.95M	$0	2	3.38%	Maintained
6067	MAG Mokosak Advisory Group Urbandale, Iowa	$2.95M	+$766K	5	0.64%	Increased
6068	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$2.95M	+$1.14M	8	1.01%	Increased
6069	BF Brogan Financial Knoxville, Tennessee	$2.95M	+$396K	4	1.18%	Increased
6070	SCA St. Clair Advisors Mayfield Hts, Ohio	$2.95M	$0	2	0.76%	Maintained
6071	LHP Lexington Hill Partners Dallas, Texas	$2.95M	+$1.03M	4	1.43%	Increased
6072	IAG Ipsen Advisor Group Little Rock, Arkansas	$2.93M	-$386K	3	1.89%	Reduced
6073	UI Unconventional Investor Portsmouth, New Hampshire	$2.93M	+$20.8K	2	1.21%	Increased
6074	CAM Capco Asset Management Tampa, Florida	$2.93M	-$12.4M	3	0.8%	Reduced
6075	FFG Fortress Financial Group Rochester, Minnesota	$2.93M	+$541K	3	1.46%	Increased