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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	BEC Blue Edge Capital Richmond, Virginia	$301K	$0	1	0.2%	Maintained
2752	CI Chartist Inc Seal Beach, California	$300K	+$275K	1	0.15%	New
2753	AF Aldebaran Financial	$300K	-$6.19K	1	0.28%	Reduced
2754	KWMG King Wealth Management Group Naples, Florida	$299K	+$68	1	0.16%	Increased
2755	RWM Raffa Wealth Management Washington, District of Columbia	$297K	-$20.2K	34	0.18%	Reduced
2756	RCA Rex Capital Advisors Providence, Rhode Island	$296K	-$126K	1	0.31%	Reduced
2757	TFF The Family Firm Bethesda, Maryland	$296K	-$23K	1	0.16%	Reduced
2758	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$295K	+$294K	10	0.33%	New
2759	BCM Basso Capital Management Stamford, Connecticut	$295K	$0	1	0.04%	Maintained
2760	MAM Marquette Asset Management Minneapolis, Minnesota	$292K	$0	1	0.12%	Maintained
2761	TAM Trust Asset Management Houston, Texas	$292K	+$287K	1	0.14%	New
2762	MIM Manitou Investment Management Toronto, Ontario, Canada	$291K	-$381K	1	0.12%	Reduced
2763	BI Boulegeris Investments Sandy Springs, Georgia	$286K	-$305K	1	0.21%	Reduced
2764	EGA E&G Advisors Houston, Texas	$286K	+$144K	1	0.17%	Increased
2765	AWM AllSquare Wealth Management Albany, New York	$283K	-$733	6	0.28%	Reduced
2766	NCM Niemann Capital Management Stateline, Nevada	$279K	+$284K	1	0.35%	New
2767	LBG Lloyds Banking Group London, United Kingdom	$265K	-$65.8K	1	2.15%	Reduced
2768	NA Nottingham Advisors Amherst, New York	$260K	+$5.27K	1	0.05%	Increased
2769	WMC Westwood Management Corporation Chicago, Illinois	$260K	$0	1	0.05%	Maintained
2770	BFA Beaumont Financial Advisors Needham, Massachusetts	$259K	+$254K	1	0.04%	New
2771	Ruane, Cunniff & Goldfarb New York	$256K	-$299K	1	0%	Reduced
2772	CIM Contravisory Investment Management Norwell, Massachusetts	$255K	-$9.62M	3	0.07%	Reduced
2773	LA Linden Advisors New York	$255K	-$856K	1	0.02%	Reduced
2774	TCM TD Capital Management Memphis, Tennessee	$255K	$0	1	0.08%	Maintained
2775	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$254K	+$241K	9	0.24%	New