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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	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$130K	-$800K	4	0.04%	Reduced
6377	AWA American Wealth Advisors Johns Creek, Georgia	$127K	+$95.4K	2	0.13%	New
6378	NAM NewGen Asset Management Toronto, Ontario, Canada	$122K	-$4.53M	1	0.03%	Reduced
6379	NELSF NewGen Equity Long/Short Fund Grand Cayman, Cayman Islands	$122K	-$4.53M	1	0.03%	Reduced
6380	JCP JB Capital Partners Armonk, New York	$121K	$0	1	0.02%	Maintained
6381	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$120K	$0	3	0.07%	Maintained
6382	MIM Manitou Investment Management Toronto, Ontario, Canada	$120K	$0	2	0.02%	Maintained
6383	GFA Gladwyn Financial Advisors Chantilly, Virginia	$116K	-$3K	1	0.08%	Reduced
6384	SM Skaana Management Brooklyn, New York	$99.4K	+$98.8K	1	0.03%	New
6385	YAL Your Advocates Ltd Houston, Texas	$98.6K	+$1.94K	7	0.03%	Increased
6386	AI Amplify Investments Lisle, Illinois	$87.8K	+$20.3K	1	2.23%	Increased
6387	BGWM Bridge Generations Wealth Management South Miami, Florida	$83.6K	+$69.7K	4	0.06%	Increased
6388	SIP Sellwood Investment Partners Portland, Oregon	$78.1K	+$73K	5	0.03%	New
6389	NOI Newton One Investments Newark, Delaware	$74.1K	+$602	3	0.02%	Increased
6390	IFS Intelligent Financial Strategies Excelsior, Minnesota	$71.5K	$0	1	0.03%	Maintained
6391	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$70.9K	$0	1	0.05%	Maintained
6392	RJA Ross\Johnson & Associates Plymouth, Minnesota	$56.5K	$0	14	1.06%	Maintained
6393	BC Bulwark Capital Fernandina Beach, Florida	$55.5K	-$25.3K	5	0.04%	Reduced
6394	Pentwater Capital Management Naples, Florida	$50.8K	-$911K	1	0%	Reduced
6395	RCM Ravenstone Capital Management Toronto,	$49.3K	$0	1	0.02%	Maintained
6396	TC Torno Capital Cohasset, Massachusetts	$49K	-$68.1K	1	0%	Reduced
6397	MG MilWealth Group Milwaukee, Wisconsin	$40.4K	$0	1	0.01%	Maintained
6398	BCC Biglari Capital Corp San Antonio, Texas	$27.9K	$0	1	0%	Maintained
6399	WFA Wells Financial Advisors Framingham, Massachusetts	$23.1K	$0	1	0.03%	Maintained
6400	GWS Glassman Wealth Services Vienna, Virginia	$22K	+$20.2K	1	0%	New