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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
6376	MG MilWealth Group Milwaukee, Wisconsin	$35.5K	$0	1	0.01%	Maintained
6377	PFA Pillar Financial Advisors Louisville, Kentucky	$24.1K	-$12.6K	1	0.02%	Reduced
6378	CF Concorde Financial Dallas, Texas	$23.7K	-$3.41M	1	0.01%	Reduced
6379	BCC Biglari Capital Corp San Antonio, Texas	$22.6K	$0	1	0%	Maintained
6380	WFA Wells Financial Advisors Framingham, Massachusetts	$19.3K	$0	1	0.03%	Maintained
6381	RIM Ryan Investment Management Basalt, Colorado	$17.4K	+$13.8K	1	0.01%	New
6382	Old Mission Capital Chicago, Illinois	$10.7K	-$37.9M	1	0%	Reduced
6383	BGWM Bridge Generations Wealth Management South Miami, Florida	$7.84K	-$52.7K	3	0%	Reduced
6384	HIM HGC Investment Management Toronto, Ontario, Canada	$6.94K	$0	1	0%	Maintained
6385	FVIM Fort Vancouver Investment Management Vancouver, Washington	$5.53K	+$4.41K	1	0%	New
6386	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$2.77K	+$2.19K	2	0%	New
6387	EAM Exane Asset Management Paris, France	$2.65K	-$319K	1	0%	Reduced
6388	MVPGP Magma Venture Partners General Partner Tel Aviv, Israel	$37	$0	1	0%	Maintained
6389	Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida	$0	-$171M	0	–	Closed
6390	Akuna Securities Chicago, Illinois	$0	-$10.7M	0	–	Closed
6391	APF Alaska Permanent Fund Juneau, Alaska	$0	-$8.04M	0	–	Closed
6392	AIM Alpine Investment Management Hong Kong	$0	-$45.6M	0	–	Closed
6393	AFS Anderson Financial Strategies Dayton, Ohio	$0	-$745K	0	–	Closed
6394	AGC Angelo Gordon & Co New York	$0	-$2M	0	–	Closed
6395	AC Anson Capital Tyrone, Georgia	$0	-$337K	0	–	Closed
6396	AIC Anthracite Investment Company Fort Worth, Texas	$0	-$1.13M	0	–	Closed
6397	Apollo Management Holdings New York	$0	-$21.7M	0	–	Closed
6398	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$0	-$640K	0	–	Closed
6399	ACP Atalan Capital Partners New York	$0	-$24.4M	0	–	Closed
6400	ASM ATW SPAC Management New York	$0	-$694K	0	–	Closed