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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
2476	FMA FNY Managed Accounts New York	$990K	-$1.44M	5	2.97%	Reduced
2477	CAM CMT Asset Management Chicago, Illinois	$987K	+$109K	1	0.05%	Increased
2478	TFO Tarbox Family Office Newport Beach, California	$980K	+$19.4K	15	0.88%	Increased
2479	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$977K	$0	3	0.8%	Maintained
2480	WCM Windsor Capital Management Phoenix, Arizona	$976K	+$145K	2	0.55%	Increased
2481	DSAM Dock Street Asset Management Palm Beach, Florida	$971K	-$4.2M	1	0.58%	Reduced
2482	Xponance Philadelphia, Pennsylvania	$969K	+$981K	1	0.4%	New
2483	JCM JD Capital Management Darien, Connecticut	$962K	+$1.04M	1	0.13%	New
2484	SMC Smith, Moore & Co Clayton, Missouri	$955K	+$248K	2	0.53%	Increased
2485	EWM Evermay Wealth Management Arlington, Virginia	$950K	+$4.43K	3	0.82%	Increased
2486	PNAA Pictet North America Advisors Geneva 73, Switzerland	$932K	+$544K	2	0.22%	Increased
2487	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$926K	+$228K	2	1.6%	Increased
2488	LA Libra Advisors New York	$920K	+$1.03M	1	2.49%	New
2489	BC Barnett & Company Chattanooga, Tennessee	$911K	-$81.3K	1	0.36%	Reduced
2490	CA Corrado Advisors Ramsey, New Jersey	$907K	$0	2	0.41%	Maintained
2491	Montrusco Bolton Investments Montreal, Quebec, Canada	$893K	+$869K	1	0.06%	New
2492	PFG Pacific Financial Group Bellevue, Washington	$893K	-$418K	1	0.92%	Reduced
2493	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$874K	+$20.1K	1	0.35%	Increased
2494	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$855K	-$267K	2	0.86%	Reduced
2495	YP Yellowstone Partners Idaho Falls, Idaho	$854K	+$35.2K	2	0.48%	Increased
2496	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$853K	$0	1	0.12%	Maintained
2497	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$852K	-$79K	5	0.51%	Reduced
2498	DWA Dorsey Wright & Associates Pasadena, California	$851K	+$469K	3	0.12%	Increased
2499	QAM Quantres Asset Management Cayman, Cayman Islands	$841K	-$2.02M	2	0.85%	Reduced
2500	Choreo LLC Rockford, Illinois	$839K	+$57.5K	2	0.25%	Increased