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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
6851	MHR Fund Management New York	$562K	+$451K	1	0.03%	New
6852	Rebalance Palo Alto, California	$560K	+$27.6K	2	0.03%	Increased
6853	Graham Capital Wealth Management Washington D.c., District of Columbia	$554K	-$5.14K	1	0.43%	Reduced
6854	Climber Capital Nyon, Switzerland	$552K	-$810K	1	0.34%	Reduced
6855	Lawson Kroeker Investment Management Omaha, Nebraska	$552K	$0	1	0.15%	Maintained
6856	Bonfire Financial Colorado Springs, Colorado	$551K	+$157K	2	0.35%	Increased
6857	Heritage Wealth Management (Texas) Houston, Texas	$549K	$0	1	0.21%	Maintained
6858	Investor AB Stockholm, Sweden	$543K	-$362K	1	0%	Reduced
6859	Holcombe Financial Atlanta, Georgia	$542K	+$463K	2	0.31%	New
6860	Capitol Family Office Beaverton, Oregon	$538K	-$350K	2	0.57%	Reduced
6861	Hemming & Wealth Management Traverse City, Michigan	$537K	+$349K	1	0.33%	New
6862	Valley Financial Group Ambler, Pennsylvania	$536K	+$40.1K	1	0.26%	Increased
6863	RetireMitten Financial Milford, Michigan	$534K	+$162K	2	0.23%	Increased
6864	Breakwater Investment Management Seattle, Washington	$531K	+$27.8K	30	0.18%	Increased
6865	Omni 360 Wealth Plainsboro, New Jersey	$530K	+$13K	1	0.24%	Increased
6866	Joel Adams & Associates Asheville, North Carolina	$529K	+$179K	2	0.34%	Increased
6867	MASECO Private Wealth London,	$528K	-$151K	7	0.01%	Reduced
6868	Forthright Family Wealth Advisory Houston, Texas	$526K	+$479K	1	0.3%	Increased
6869	DMKJ David M. Knott Jr	$524K	$0	2	0.28%	Maintained
6870	Conquis Financial Milbrae, California	$522K	-$27.4K	3	0.42%	Reduced
6871	Mason Investment Advisory Services Reston, Virginia	$522K	+$158K	2	0.02%	Increased
6872	Bitterroot Capital Advisors Bozeman, Montana	$519K	-$125K	2	0.31%	Reduced
6873	CPR Investments Rochester, Michigan	$519K	+$337K	2	0.4%	New
6874	Five Pine Wealth Management Coeur D Alene, Idaho	$518K	+$152K	2	0.29%	Increased
6875	McCartney Wealth Management Clayton, Missouri	$518K	+$375K	1	0.39%	New