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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	EM ELCO Management New York	$1.18M	+$216K	3	0.63%	Increased
2752	FBT First Bank & Trust Brookings, South Dakota	$1.17M	-$96.4K	5	1.01%	Reduced
2753	SFM Signature Financial Management Norfolk, Virginia	$1.16M	+$301K	2	0.37%	Increased
2754	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.16M	$0	2	1.14%	Maintained
2755	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.14M	+$203K	1	0.36%	Increased
2756	OFW Omnia Family Wealth Aventura, Florida	$1.14M	-$2.25K	21	0.55%	Reduced
2757	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.13M	+$67.6K	16	1.19%	Increased
2758	VNA VNBTrust National Association Charlottesville, Virginia	$1.13M	-$894K	3	0.44%	Reduced
2759	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$1.12M	+$1.13M	1	0.81%	New
2760	SA Springowl Associates New York	$1.12M	-$891K	1	1.11%	Reduced
2761	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.11M	+$46K	4	0.82%	Increased
2762	RTS Round Table Services Westfield, New Jersey	$1.11M	+$458K	3	0.4%	Increased
2763	WA WealthTrust-Arizona Scottsdale, Arizona	$1.1M	-$11.5K	16	0.59%	Reduced
2764	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$1.09M	+$159K	4	0.38%	Increased
2765	KFS Kissinger Financial Services Hunt Valley, Maryland	$1.07M	+$62.7K	1	1.1%	Increased
2766	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.06M	+$44.3K	2	0.89%	Increased
2767	AIA Arrow Investment Advisors Laurel, Maryland	$1.06M	+$477K	2	0.36%	Increased
2768	FNB Farmers National Bank Danville, Kentucky	$1.05M	-$72.7K	2	0.61%	Reduced
2769	WCM Windward Capital Management Los Angeles, California	$1.05M	+$177K	2	0.19%	Increased
2770	BF Blankinship & Foster Solana Beach, California	$1.05M	-$11.5K	1	0.89%	Reduced
2771	EWM Evermay Wealth Management Arlington, Virginia	$1.04M	+$727K	3	0.47%	Increased
2772	JAM JW Asset Management Miami Beach, Florida	$1.04M	-$5.6M	1	0.22%	Reduced
2773	Pure Financial Advisors San Diego, California	$1.04M	-$17.8K	1	0.3%	Reduced
2774	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.03M	+$108K	2	0.75%	Increased
2775	LPU Lansdowne Partners (UK) London, United Kingdom	$1.03M	+$976K	1	0.01%	New