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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	Brinker Capital Berwyn, Pennsylvania	$1.09M	-$37.2M	2	0.1%	Reduced
2477	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.09M	-$57.5K	3	0.28%	Reduced
2478	WWM Willingdon Wealth Management Huntersville, North Carolina	$1.09M	-$456K	1	1.29%	Reduced
2479	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.08M	-$557K	12	0.95%	Reduced
2480	MM Midas Management New York	$1.07M	$0	1	0.69%	Maintained
2481	IFS Ifrah Financial Services Little Rock, Arkansas	$1.07M	+$24.2K	4	0.43%	Increased
2482	SC Searle & Co Greenwich, Connecticut	$1.06M	-$419K	3	1.09%	Reduced
2483	MCM MV Capital Management Bethesda, Maryland	$1.06M	+$82.7K	9	0.48%	Increased
2484	NCM Newgate Capital Management Greenwich, Connecticut	$1.06M	-$890K	1	0.79%	Reduced
2485	ACM Alpha Capital Management Austin, Texas	$1.05M	-$2.03M	3	0.95%	Reduced
2486	Brookstone Capital Management Wheaton, Illinois	$1.05M	-$5.93M	24	0.19%	Reduced
2487	ECAM East Coast Asset Management Essex, Massachusetts	$1.04M	-$25K	1	0.65%	Reduced
2488	BC Barnett & Company Chattanooga, Tennessee	$1.03M	+$506K	2	0.5%	Increased
2489	Mariner Independent Advisor Network Overland Park, Kansas	$1.03M	+$5.44K	1	0.39%	Increased
2490	C CFO4Life Coppell, Texas	$1.02M	-$2.02M	1	1.09%	Reduced
2491	FUBT First United Bank & Trust Oakland, Maryland	$1.02M	-$279K	2	1%	Reduced
2492	PHS PFM Health Sciences San Francisco, California	$1.01M	-$56.6M	1	0.03%	Reduced
2493	LA Linden Advisors New York	$1.01M	-$5.24M	1	0.07%	Reduced
2494	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.01M	+$19.6K	2	1.73%	Increased
2495	SWA SFMG Wealth Advisors Plano, Texas	$1.01M	-$11.5K	2	0.24%	Reduced
2496	AIM Advantage Investment Management Cedar Rapids, Iowa	$1M	+$306K	20	0.57%	Increased
2497	KFA Kelleher Financial Advisors New York	$1M	+$54.5K	4	0.66%	Increased
2498	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$997K	-$74.4K	3	0.29%	Reduced
2499	Summit Partners Public Asset Management Boston, Massachusetts	$992K	$0	1	0.38%	Maintained
2500	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$989K	-$76.8K	2	0.18%	Reduced