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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
7101	SAS Spurstone Advisory Services Higganum, Connecticut	$138K	+$54.2K	3	1.88%	Increased
7102	GWS Glassman Wealth Services Vienna, Virginia	$134K	+$68.2K	2	0.02%	Increased
7103	YAL Your Advocates Ltd Houston, Texas	$120K	-$10.4K	7	0.03%	Reduced
7104	MIM Manitou Investment Management Toronto, Ontario, Canada	$118K	-$10.1K	2	0.02%	Reduced
7105	Bellevue Group Kuesnacht, Switzerland	$118K	$0	2	0%	Maintained
7106	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$112K	-$6.17K	3	0.07%	Reduced
7107	AI Amplify Investments Lisle, Illinois	$106K	+$15.7K	1	1.46%	Increased
7108	EP Elkhorn Partners Omaha, Nebraska	$84K	+$24.7K	1	0.07%	Increased
7109	NOI Newton One Investments Newark, Delaware	$81.4K	-$174K	3	0.02%	Reduced
7110	BC Bulwark Capital Fernandina Beach, Florida	$79K	$0	5	0.04%	Maintained
7111	FF Frankly Finances Winter Park, Florida	$78.5K	+$61.7K	2	0.06%	Increased
7112	ATC Advantage Trust Company Salina, Kansas	$72.8K	+$41.5K	3	0.03%	Increased
7113	ORAM One River Asset Management Stamford, Connecticut	$65.9K	-$5.17M	1	0.02%	Reduced
7114	OC Owlhouse Capital New York	$62.2K	+$63.7K	1	0.1%	New
7115	TWM Timmons Wealth Management Attleboro, Massachusetts	$58K	$0	1	0.04%	Maintained
7116	SPM Symmetry Peak Management Radnor, Pennsylvania	$49.4K	-$638K	1	0.01%	Reduced
7117	BCC Biglari Capital Corp San Antonio, Texas	$47.8K	$0	1	0%	Maintained
7118	PFG Premier Financial Group Eureka, California	$44K	+$44.6K	4	0.01%	New
7119	Vanguard Advisers Inc Malvern, Pennsylvania	$38K	-$98K	6	0%	Reduced
7120	RCM Ravenstone Capital Management Toronto,	$23.9K	-$103K	2	0.01%	Reduced
7121	AGA Altrinsic Global Advisors Stamford, Connecticut	$14.4K	+$14.4K	2	0%	New
7122	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3.87K	$0	2	0%	Maintained
7123	DCP Distillate Capital Partners Chicago, Illinois	$203	-$48.8M	1	0%	Reduced
7124	3AM 3EDGE Asset Management Naples, Florida	$0	-$204K	0	–	Closed
7125	6CM 683 Capital Management New York	$0	-$2.19M	0	–	Closed