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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
2626	WAM Westport Asset Management Southport, Connecticut	$286K	$0	1	0.21%	Maintained
2627	BEC Blue Edge Capital Richmond, Virginia	$283K	$0	1	0.2%	Maintained
2628	TFCP Twin Focus Capital Partners Boston, Massachusetts	$270K	+$276K	1	0.27%	New
2629	SWA SFMG Wealth Advisors Plano, Texas	$262K	-$3.59K	1	0.08%	Reduced
2630	DRW Securities Chicago, Illinois	$261K	+$258K	1	0.02%	New
2631	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$258K	$0	1	0.23%	Maintained
2632	VFP Verus Financial Partners Richmond, Virginia	$255K	-$23.3K	1	0.14%	Reduced
2633	KWMG King Wealth Management Group Naples, Florida	$253K	-$14.3K	1	0.16%	Reduced
2634	MAS Madden Advisory Services Jacksonville, Florida	$250K	+$508	6	0.13%	Increased
2635	RCM Rivernorth Capital Management West Palm Beach, Florida	$244K	+$250K	1	0.02%	New
2636	PM Parametrica Management Wanchai, Hong Kong	$242K	-$42.8K	2	1.41%	Reduced
2637	SCM Sterneck Capital Management Kansas City, Missouri	$242K	$0	1	0.15%	Maintained
2638	NA Nottingham Advisors Amherst, New York	$240K	+$243K	1	0.08%	New
2639	KL Kinsight LLC Birmingham, Alabama	$239K	$0	1	0.13%	Maintained
2640	BFPW BOK Financial Private Wealth Denver, Colorado	$235K	$0	1	0.04%	Maintained
2641	Alesco Advisors Pittsford, New York	$230K	$0	1	0.02%	Maintained
2642	WCM Weyland Capital Management Portsmouth, New Hampshire	$224K	$0	1	0.2%	Maintained
2643	CAL Capital Advisors Ltd Shaker Heights, Ohio	$222K	-$13.5K	5	0.13%	Reduced
2644	MAM Marquette Asset Management Minneapolis, Minnesota	$218K	+$221K	1	0.09%	New
2645	MIM Merion Investment Management Bay Harbor Islands, Florida	$216K	-$111K	1	0.05%	Reduced
2646	Pathstone Family Office Englewood, New Jersey	$216K	+$124K	11	0.67%	Increased
2647	DOA D'Orazio & Associates Falls Church, Virginia	$212K	+$83	6	0.16%	Increased
2648	Merriman Wealth Management Seattle, Washington	$210K	+$212K	1	0.27%	New
2649	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$206K	$0	4	0.14%	Maintained
2650	SGH Schonfeld Group Holdings Jericho, New York	$206K	-$2.91M	1	0.61%	Reduced