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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
2601	VNA VNBTrust National Association Charlottesville, Virginia	$857K	-$1.54K	3	0.47%	Reduced
2602	AIS American Investment Services Great Barrington, Massachusetts	$854K	-$1.13M	1	0.46%	Reduced
2603	DE Day & Ennis Macon, Georgia	$850K	+$856K	2	0.95%	New
2604	SRSA S.R. Schill & Associates Mercer Island, Washington	$848K	+$327K	1	0.59%	Increased
2605	SIG Stanford Investment Group Mountain View, California	$847K	+$40.9K	10	0.46%	Increased
2606	Capital Wealth Planning Naples, Florida	$846K	-$1.07M	2	0.78%	Reduced
2607	Hikari Tsushin Inc Tokyo, Japan	$844K	$0	1	0.22%	Maintained
2608	WA WealthTrust-Arizona Scottsdale, Arizona	$843K	+$19.6K	17	0.51%	Increased
2609	Amarillo National Bank Amarillo, Texas	$840K	-$988K	2	0.59%	Reduced
2610	AC Argentiere Capital Zug, Switzerland	$840K	-$1.02M	1	0.39%	Reduced
2611	TC TradeLink Capital Chicago, Illinois	$839K	-$429K	3	1.74%	Reduced
2612	C CFO4Life Coppell, Texas	$837K	-$122K	1	0.79%	Reduced
2613	B. Riley Wealth Management Memphis, Tennessee	$833K	-$471K	3	1.06%	Reduced
2614	CA Corrado Advisors Ramsey, New Jersey	$831K	+$57.5K	2	0.49%	Increased
2615	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$820K	-$659K	2	0.59%	Reduced
2616	Evergreen Capital Management Bellevue, Washington	$811K	-$40.4K	2	0.19%	Reduced
2617	Pure Financial Advisors San Diego, California	$811K	+$101K	1	0.35%	Increased
2618	Bernicke Wealth Management Altoona, Wisconsin	$809K	+$4.24K	1	0.78%	Increased
2619	SCG Sonata Capital Group Seattle, Washington	$801K	$0	2	0.7%	Maintained
2620	Corsair Capital Management New York	$798K	+$821K	1	0.1%	New
2621	Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$797K	-$28.4K	5	0.54%	Reduced
2622	CPR CSU Producer Resources Fairfield, Ohio	$787K	$0	1	6.06%	Maintained
2623	BCA Benchmark Capital Advisors New York	$781K	-$686K	2	0.66%	Reduced
2624	BWA Burt Wealth Advisors North Bethesda, Maryland	$774K	+$45.8K	11	0.62%	Increased
2625	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$770K	$0	1	0.15%	Maintained