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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
2501	CFG CKW Financial Group Honolulu, Hawaii	$548K	+$538K	17	0.29%	New
2502	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$545K	+$518K	1	0.49%	New
2503	LC Lourd Capital Beverly Hills, California	$542K	$0	1	0.06%	Maintained
2504	DIP DT Investment Partners Chadds Ford, Pennsylvania	$539K	+$3.19K	1	0.22%	Increased
2505	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$529K	$0	1	1.2%	Maintained
2506	FAG Financial Advisory Group Houston, Texas	$525K	$0	1	0.3%	Maintained
2507	GAG GM Advisory Group Melville, New York	$523K	+$487K	1	0.54%	New
2508	RCM Rotella Capital Management Bellevue, Washington	$518K	-$993K	1	1.02%	Reduced
2509	CIM Contravisory Investment Management Norwell, Massachusetts	$516K	+$476K	4	0.1%	Increased
2510	CA Capital Advantage Walnut Creek, California	$510K	+$475K	2	0.34%	New
2511	BA Birinyi Associates Westport, Connecticut	$505K	-$101K	1	0.27%	Reduced
2512	STIA Stone Toro Investment Advisers Princeton, New Jersey	$499K	-$190K	2	0.44%	Reduced
2513	SFM Signature Financial Management Norfolk, Virginia	$496K	+$102K	1	0.39%	Increased
2514	LPT Legacy Private Trust Neenah, Wisconsin	$490K	+$452K	2	0.09%	New
2515	NC NewSquare Capital Newtown Square, Pennsylvania	$487K	-$27.2K	4	0.24%	Reduced
2516	FDS First Dallas Securities Dallas, Texas	$483K	+$432K	1	0.32%	New
2517	IF IRON Financial Northbrook, Illinois	$480K	+$447K	1	0.49%	New
2518	SR Sloane Robinson London, United Kingdom	$478K	-$270K	1	0.28%	Reduced
2519	Heritage Wealth Advisors Richmond, Virginia	$475K	+$456K	2	0.6%	New
2520	AWA ARS Wealth Advisors St. Petersburg, Florida	$469K	+$441K	2	0.29%	New
2521	OHCM Orchard Hill Capital Management New York	$463K	+$63.1K	1	0.02%	Increased
2522	RWM Raffa Wealth Management Washington, District of Columbia	$461K	+$422K	30	0.28%	New
2523	MWP Moller Wealth Partners	$448K	+$204K	2	0.24%	Increased
2524	SCM Sterneck Capital Management Kansas City, Missouri	$431K	+$411K	2	0.26%	New
2525	TCM TD Capital Management Memphis, Tennessee	$429K	+$27.8K	3	0.1%	Increased