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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
6301	GWM Greenhouse Wealth Management Westport, Connecticut	$200K	$0	1	0.13%	Maintained
6302	PC Periscope Capital Toronto, Ontario, Canada	$196K	$0	1	0.11%	Maintained
6303	KI Kapitalo Investimentos Sao Paulo, Brazil	$184K	-$7.15M	2	0.12%	Reduced
6304	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$172K	$0	3	0.12%	Maintained
6305	Bellevue Group Kuesnacht, Switzerland	$170K	+$8.1K	2	0%	Increased
6306	S4W Solutions 4 Wealth Southlake, Texas	$169K	-$201K	1	0.31%	Reduced
6307	FCG Financial Connections Group Corte Madera, California	$167K	-$2.22K	11	0.08%	Reduced
6308	SCM Shaolin Capital Management Miami, Florida	$167K	+$191K	1	0%	Increased
6309	PWA Principia Wealth Advisory Dallas, Texas	$161K	+$162K	36	0.15%	New
6310	PS PayPay Securities Tokyo, Japan	$156K	+$8.1K	20	6.77%	Increased
6311	DAM DLD Asset Management New York	$154K	+$2.06M	1	0.02%	New
6312	AIA Arcadia Investment Advisors Eagle, Idaho	$143K	+$5.1K	1	0.08%	Increased
6313	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$138K	+$142K	1	0.35%	New
6314	CPA Compass Planning Associates Greenfield, Massachusetts	$135K	+$139K	3	0.14%	New
6315	FAI Fiduciary Advisors Inc St. Louis, Missouri	$132K	+$135K	4	0.13%	New
6316	AAG Accordant Advisory Group Annapolis, Maryland	$128K	+$19.8K	5	0.12%	Increased
6317	WFG Wormser Freres Gestion Paris, France	$123K	+$127K	2	0.07%	Increased
6318	BCM Basso Capital Management Stamford, Connecticut	$119K	$0	1	0.1%	Maintained
6319	LAM Lummis Asset Management Fort Worth, Texas	$114K	$0	6	0.15%	Maintained
6320	LG LAM Group Lake Oswego, Oregon	$107K	$0	4	0.08%	Maintained
6321	EA Evolution Advisers Richmond, Virginia	$104K	$0	2	0.06%	Maintained
6322	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$103K	+$109K	3	0.07%	New
6323	JCP JB Capital Partners Armonk, New York	$100K	$0	1	0.02%	Maintained
6324	FWM FLP Wealth Management Bentonville, Arkansas	$97.2K	+$98.6K	14	0.25%	New
6325	FC Fiduciary Counselling Saint Paul, Minnesota	$90.8K	+$92.2K	1	0.24%	New