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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
2676	DOA D'Orazio & Associates Falls Church, Virginia	$289K	+$50.7K	10	0.15%	Increased
2677	BII Bainco International Investors Boston, Massachusetts	$286K	-$5.62M	1	0.07%	Reduced
2678	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$284K	-$1.62M	1	0.33%	Reduced
2679	BEC Blue Edge Capital Richmond, Virginia	$284K	$0	1	0.2%	Maintained
2680	GFG Gray Financial Group Atlanta, Georgia	$283K	$0	1	0.12%	Maintained
2681	Chicago Partners Investment Group Chicago, Illinois	$282K	+$1.1K	5	0.16%	Increased
2682	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$279K	$0	5	0.16%	Maintained
2683	SPC Standard Pacific Capital San Francisco, California	$276K	+$271K	1	0.28%	New
2684	MAM Marquette Asset Management Minneapolis, Minnesota	$275K	$0	1	0.12%	Maintained
2685	CAS CTC Alternative Strategies Chicago, Illinois	$274K	+$303K	1	0.65%	New
2686	AF Aldebaran Financial	$272K	-$39.9K	1	0.26%	Reduced
2687	BFC Blue Fin Capital Warren, Rhode Island	$272K	-$23.1K	1	0.21%	Reduced
2688	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$270K	-$10.3K	2	0.13%	Reduced
2689	S StratiFi San Francisco, California	$265K	+$1.17M	1	0.08%	New
2690	Truepoint Inc Cincinnati, Ohio	$265K	+$293K	1	0.04%	New
2691	KL Kinsight LLC Birmingham, Alabama	$263K	$0	1	0.18%	Maintained
2692	KWMG King Wealth Management Group Naples, Florida	$262K	-$318	1	0.16%	Reduced
2693	LFA Landmark Financial Advisors Bowling Green, Kentucky	$262K	+$861	1	0.29%	Increased
2694	Waverly Advisors Birmingham, Alabama	$258K	+$140K	8	0.18%	Increased
2695	WMC Westwood Management Corporation Chicago, Illinois	$255K	-$1.67M	1	0.05%	Reduced
2696	AWM AllSquare Wealth Management Albany, New York	$254K	+$24.6K	6	0.26%	Increased
2697	AWS Aris Wealth Services State College, Pennsylvania	$254K	-$2.06M	9	0.53%	Reduced
2698	Miracle Mile Advisors Los Angeles, California	$251K	-$73.8K	1	0.08%	Reduced
2699	NEPPG New England Professional Planning Group Westerly, Rhode Island	$246K	$0	1	0.28%	Maintained
2700	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$245K	-$2.39M	1	0.17%	Reduced