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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
2726	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$566K	+$196K	2	0.12%	Increased
2727	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$565K	+$201K	2	0.09%	Increased
2728	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$547K	-$3.84M	5	0.25%	Reduced
2729	HCM Harvest Capital Management Concord, New Hampshire	$546K	$0	1	0.25%	Maintained
2730	SLT St Louis Trust Saint Louis, Missouri	$546K	-$21.4K	1	0.26%	Reduced
2731	LI LVZ Inc Holland, Michigan	$542K	+$278K	3	0.22%	Increased
2732	DSAM Dock Street Asset Management Palm Beach, Florida	$541K	+$35.4K	1	0.37%	Increased
2733	CPP Crow Point Partners Boston, Massachusetts	$531K	+$509K	5	0.08%	New
2734	Miracle Mile Advisors Los Angeles, California	$521K	-$108K	2	0.13%	Reduced
2735	DPA Delphi Private Advisors San Diego, California	$520K	-$117K	18	0.9%	Reduced
2736	PHS Pekin Hardy Strauss Chicago, Illinois	$518K	+$161K	2	0.09%	Increased
2737	BLA Balter Liquid Alternatives Boston, Massachusetts	$514K	$0	1	1.29%	Maintained
2738	Chicago Partners Investment Group Chicago, Illinois	$513K	+$117K	6	0.2%	Increased
2739	KCM Karp Capital Management Sausalito, California	$510K	+$5.08K	1	0.33%	Increased
2740	AIS American Investment Services Great Barrington, Massachusetts	$509K	-$72.4K	1	0.21%	Reduced
2741	AIA Arrow Investment Advisors Laurel, Maryland	$504K	+$467K	1	0.12%	New
2742	EA Efficient Advisors Mason, Ohio	$500K	+$458K	2	0.07%	New
2743	GPC Glacier Peak Capital Bellevue, Washington	$495K	+$469K	1	0.83%	New
2744	LC Lincoln Capital Lincoln, Nebraska	$492K	+$208K	2	0.36%	Increased
2745	AWM Affinity Wealth Management Wilmington, Delaware	$490K	-$49K	2	0.32%	Reduced
2746	LWM Lenox Wealth Management Cincinnati, Ohio	$480K	-$35.9K	5	0.38%	Reduced
2747	CFS Commonwealth Financial Services Vienna, West Virginia	$478K	+$47.4K	3	0.45%	Increased
2748	MKC M. Kraus & Co Shelburne, Vermont	$472K	+$448	1	0.33%	Increased
2749	SCA Sippican Capital Advisors Boston, Massachusetts	$471K	$0	1	0.54%	Maintained
2750	DLG Daniel L. Goodwin	$465K	$0	2	0.16%	Maintained