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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
2751	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$302K	+$122K	3	0.1%	Increased
2752	BFC Blue Fin Capital Warren, Rhode Island	$299K	-$7.27K	1	0.22%	Reduced
2753	MAM Marquette Asset Management Minneapolis, Minnesota	$299K	+$112K	1	0.12%	Increased
2754	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$297K	$0	5	0.17%	Maintained
2755	GFG Gray Financial Group Atlanta, Georgia	$296K	$0	1	0.11%	Maintained
2756	JC JBF Capital Aspen, Colorado	$296K	+$290K	1	0.04%	New
2757	ES Equitec Specialists Chicago, Illinois	$293K	+$304K	1	0.08%	New
2758	KL Kinsight LLC Birmingham, Alabama	$287K	-$204K	1	0.15%	Reduced
2759	LFA Landmark Financial Advisors Bowling Green, Kentucky	$285K	-$238K	1	0.29%	Reduced
2760	PIM Parasol Investment Management Westmont, Illinois	$282K	-$29.3K	5	0.19%	Reduced
2761	MC MSF Capital New York	$275K	$0	1	0.07%	Maintained
2762	AFG American Financial Group Cincinnati, Ohio	$271K	$0	1	0.02%	Maintained
2763	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$268K	+$53.6K	3	0.31%	Increased
2764	KWMG King Wealth Management Group Naples, Florida	$265K	+$34.9K	1	0.14%	Increased
2765	NA Nottingham Advisors Amherst, New York	$261K	$0	1	0.04%	Maintained
2766	LC Lincoln Capital Lincoln, Nebraska	$260K	$0	1	0.22%	Maintained
2767	TAM Trust Asset Management Houston, Texas	$258K	-$517	1	0.12%	Reduced
2768	FM Family Management New York	$254K	+$270K	1	0.1%	New
2769	AFIA America First Investment Advisors Omaha, Nebraska	$246K	-$16.2K	5	0.11%	Reduced
2770	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$246K	$0	1	0.1%	Maintained
2771	RC Reik & Co New York	$244K	-$37.1K	1	0.08%	Reduced
2772	TIM Tortoise Investment Management White Plains, New York	$240K	$0	5	0.09%	Maintained
2773	AWM AllSquare Wealth Management Albany, New York	$239K	+$12.3K	6	0.22%	Increased
2774	DOA D'Orazio & Associates Falls Church, Virginia	$232K	+$128	9	0.15%	Increased
2775	CAL Capital Advisors Ltd Shaker Heights, Ohio	$227K	+$53.4K	4	0.12%	Increased