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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
2651	HPWM Highland Private Wealth Management Bellevue, Washington	$912K	+$201K	3	0.47%	Increased
2652	SIG Schooner Investment Group Wayne, Pennsylvania	$906K	-$548K	4	3.57%	Reduced
2653	CIM Cetera Investment Management El Segundo, California	$895K	-$150K	1	0.58%	Reduced
2654	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$889K	+$874K	3	0.4%	New
2655	KWMG King Wealth Management Group Naples, Florida	$888K	+$405K	2	0.44%	Increased
2656	FAG Financial Advisory Group Houston, Texas	$882K	+$206K	2	0.38%	Increased
2657	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$878K	-$19.3K	5	0.51%	Reduced
2658	AWA ARS Wealth Advisors St. Petersburg, Florida	$874K	+$86.1K	3	0.37%	Increased
2659	CPA Columbia Pacific Advisors Seattle, Washington	$856K	+$802K	1	0.54%	New
2660	KPCM Kings Point Capital Management Great Neck, New York	$855K	-$457K	7	0.23%	Reduced
2661	SFM Signature Financial Management Norfolk, Virginia	$851K	+$64.3K	2	0.35%	Increased
2662	SAMNY Samsung Asset Management (New York) New York	$834K	-$174K	1	0.76%	Reduced
2663	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$829K	-$4.46K	3	0.31%	Reduced
2664	C CFO4Life Coppell, Texas	$827K	-$405K	2	0.72%	Reduced
2665	DOA D'Orazio & Associates Falls Church, Virginia	$827K	-$215K	8	0.33%	Reduced
2666	CCG Chatham Capital Group Savannah, Georgia	$824K	+$51.3K	2	0.26%	Increased
2667	BWA Burt Wealth Advisors North Bethesda, Maryland	$817K	-$79K	7	0.87%	Reduced
2668	TFO Tarbox Family Office Newport Beach, California	$813K	-$118K	16	0.52%	Reduced
2669	SCM Segantii Capital Management Hong Kong	$812K	+$784K	1	0.22%	New
2670	KFS Kissinger Financial Services Hunt Valley, Maryland	$808K	+$697K	1	0.88%	New
2671	PCC Park Circle Company Baltimore, Maryland	$808K	$0	3	0.56%	Maintained
2672	WCM Windward Capital Management Los Angeles, California	$806K	+$144K	2	0.15%	Increased
2673	WDL Well Done LLC Holland, Michigan	$804K	+$215K	2	0.29%	Increased
2674	BOS Bingham Osborn & Scarborough San Francisco, California	$792K	+$16.2K	2	0.08%	Increased
2675	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$792K	-$10.8K	1	0.15%	Reduced