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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
6201	TI tru Independence Portland, Oregon	$2.39M	+$533K	4	1.04%	Increased
6202	FA Fullerton Advisors Danville, California	$2.38M	+$332K	5	2.23%	Increased
6203	FC Foursixthree Capital New York	$2.38M	+$2.15M	1	0.49%	New
6204	SC Steph & Co Marinette, Wisconsin	$2.38M	-$1.07M	12	0.6%	Reduced
6205	ASI All-Stars Investment Hong Kong	$2.38M	+$2.33M	3	1.19%	New
6206	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$2.37M	-$1.25M	2	0.27%	Reduced
6207	GA Gordian Advisors Tucson, Arizona	$2.37M	+$809K	8	1.4%	Increased
6208	SRPTWM Split Rock Private Trading & Wealth Management Cloquet, Minnesota	$2.37M	+$192K	3	1.62%	Increased
6209	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$2.35M	+$354K	4	0.62%	Increased
6210	AAMC Asset Allocation & Management Company Chicago, Illinois	$2.35M	-$2.51M	4	0.77%	Reduced
6211	AI Arrien Investments Boise, Idaho	$2.35M	+$258K	4	1.18%	Increased
6212	ICM Islay Capital Management Lubbock, Texas	$2.35M	+$1.25M	7	1.09%	Increased
6213	I IMPACTfolio Denver, Colorado	$2.34M	+$459K	3	0.88%	Increased
6214	TC Trium Capital London, United Kingdom	$2.34M	+$489K	2	1.44%	Increased
6215	OM OV Management Minneapolis, Minnesota	$2.34M	-$396K	7	4.36%	Reduced
6216	IWB Innovative Wealth Building California, Maryland	$2.33M	+$1.26M	7	1.36%	Increased
6217	TFS Targeted Financial Services Seminole, Florida	$2.33M	+$1.59M	4	1.72%	Increased
6218	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$2.33M	+$356K	4	0.66%	Increased
6219	AP Aspect Partners Fairfax, Virginia	$2.32M	-$117K	31	0.87%	Reduced
6220	WFPG Waller Financial Planning Group Columbus, Ohio	$2.32M	+$791K	3	0.48%	Increased
6221	DAM Diamant Asset Management Ridgefield, Connecticut	$2.32M	+$16.3K	5	1.58%	Increased
6222	TF Tenon Financial Metuchen, New Jersey	$2.31M	+$473K	3	0.74%	Increased
6223	MBI May Barnhard Investments Bethesda, Maryland	$2.31M	+$151K	3	0.94%	Increased
6224	APW Axim Planning & Wealth Springboro, Ohio	$2.31M	-$488K	4	3.23%	Reduced
6225	MIM Macroview Investment Management Bethesda, Maryland	$2.31M	+$48.7K	5	1.43%	Increased