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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
2776	BP BBR Partners New York	$335K	+$298K	1	0.04%	New
2777	PIM Parasol Investment Management Westmont, Illinois	$334K	+$22.6K	5	0.23%	Increased
2778	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$333K	$0	1	0.16%	Maintained
2779	BEC Blue Edge Capital Richmond, Virginia	$329K	$0	1	0.23%	Maintained
2780	W Wealthquest Cincinnati, Ohio	$325K	+$311K	1	0.33%	New
2781	LS Lupo Securities Chicago, Illinois	$325K	+$304K	3	0.16%	New
2782	LSC Lesa Sroufe & Co Seattle, Washington	$324K	-$59.8K	1	0.2%	Reduced
2783	AWM AllSquare Wealth Management Albany, New York	$322K	+$309K	6	0.31%	New
2784	TIM Tortoise Investment Management White Plains, New York	$321K	+$125K	9	0.13%	Increased
2785	TAM Trust Asset Management Houston, Texas	$308K	+$296K	1	0.12%	New
2786	KWMG King Wealth Management Group Naples, Florida	$301K	+$36.5K	1	0.16%	Increased
2787	SGC South Georgia Capital Naperville, Illinois	$299K	+$168K	2	0.54%	Increased
2788	AFIA America First Investment Advisors Omaha, Nebraska	$297K	-$52K	6	0.13%	Reduced
2789	Karpus Investment Management Pittsford, New York	$281K	-$204K	1	0.01%	Reduced
2790	LC Lincoln Capital Lincoln, Nebraska	$277K	+$259K	1	0.24%	New
2791	NA Nottingham Advisors Amherst, New York	$277K	$0	1	0.07%	Maintained
2792	SGS Sterling Global Strategies Carlsbad, California	$274K	+$270K	1	0.15%	New
2793	SR Sloane Robinson London, United Kingdom	$269K	-$277K	1	0.47%	Reduced
2794	SCM Sterneck Capital Management Kansas City, Missouri	$268K	$0	1	0.16%	Maintained
2795	VFP Verus Financial Partners Richmond, Virginia	$266K	+$522	1	0.14%	Increased
2796	WCM Weyland Capital Management Portsmouth, New Hampshire	$260K	$0	1	0.23%	Maintained
2797	New York Life Investment Management New York	$255K	-$546K	1	0.03%	Reduced
2798	CCM Calypso Capital Management New York	$254K	+$230K	1	0.57%	New
2799	AWM Affinity Wealth Management Wilmington, Delaware	$253K	+$216K	1	0.2%	New
2800	MAM Marquette Asset Management Minneapolis, Minnesota	$253K	$0	1	0.1%	Maintained