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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	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$272K	-$249K	1	0.11%	Reduced
2777	JMH J.M. Hartwell New York	$269K	+$273K	1	0.06%	New
2778	TAM Trust Asset Management Houston, Texas	$266K	$0	1	0.1%	Maintained
2779	AFIA America First Investment Advisors Omaha, Nebraska	$263K	-$32.8K	5	0.11%	Reduced
2780	WCM Weyland Capital Management Portsmouth, New Hampshire	$261K	$0	1	0.22%	Maintained
2781	TIM Tortoise Investment Management White Plains, New York	$255K	-$64.6K	5	0.1%	Reduced
2782	AFG American Financial Group Cincinnati, Ohio	$254K	$0	1	0.02%	Maintained
2783	UFA US Financial Advisors Braintree, Massachusetts	$245K	-$41.8K	10	0.22%	Reduced
2784	SGS Sterling Global Strategies Carlsbad, California	$243K	-$13K	1	0.74%	Reduced
2785	DOA D'Orazio & Associates Falls Church, Virginia	$242K	+$16.2K	9	0.19%	Increased
2786	TFF The Family Firm Bethesda, Maryland	$242K	$0	1	0.12%	Maintained
2787	LSC Lesa Sroufe & Co Seattle, Washington	$240K	-$42.2K	1	0.16%	Reduced
2788	Waverly Advisors Birmingham, Alabama	$239K	-$2.11M	10	0.12%	Reduced
2789	AWM AllSquare Wealth Management Albany, New York	$238K	-$54K	6	0.23%	Reduced
2790	KWMG King Wealth Management Group Naples, Florida	$238K	-$23.2K	1	0.14%	Reduced
2791	NEPPG New England Professional Planning Group Westerly, Rhode Island	$238K	$0	1	0.32%	Maintained
2792	ACM Americafirst Capital Management Roseville, California	$235K	-$4.01M	3	0.12%	Reduced
2793	CAM Concorde Asset Management Ann Arbor, Michigan	$226K	-$394K	1	0.26%	Reduced
2794	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$226K	-$138	1	0.09%	Reduced
2795	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$224K	-$955K	1	0.26%	Reduced
2796	VFP Verus Financial Partners Richmond, Virginia	$220K	-$10.1K	1	0.11%	Reduced
2797	Alesco Advisors Pittsford, New York	$219K	+$13.5K	1	0.02%	Increased
2798	TFCP Twin Focus Capital Partners Boston, Massachusetts	$216K	+$9.79K	1	0.17%	Increased
2799	PG Portola Group San Jose, California	$214K	-$633K	1	0.27%	Reduced
2800	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$213K	$0	1	0.33%	Maintained