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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	TIM Tortoise Investment Management White Plains, New York	$248K	-$5.59K	4	0.09%	Reduced
2777	Alesco Advisors Pittsford, New York	$243K	+$238K	1	0.02%	New
2778	TT Tiedemann Trust Wilmington, Delaware	$243K	$0	1	0.04%	Maintained
2779	AFIA America First Investment Advisors Omaha, Nebraska	$242K	+$6.96K	5	0.11%	Increased
2780	ESBC E.S. Barr & Co Lexington, Kentucky	$241K	$0	1	0.03%	Maintained
2781	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$241K	$0	1	0%	Maintained
2782	RCYC Richard C. Young & Co Newport, Rhode Island	$241K	+$252K	1	0.05%	New
2783	RPG Risk Paradigm Group Austin, Texas	$235K	+$72K	3	0.28%	Increased
2784	NEPPG New England Professional Planning Group Westerly, Rhode Island	$235K	$0	1	0.26%	Maintained
2785	CGL Clarius Group LLC Seattle, Washington	$234K	+$231K	2	0.14%	New
2786	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$234K	+$238K	1	0.2%	New
2787	Miracle Mile Advisors Los Angeles, California	$234K	$0	1	0.08%	Maintained
2788	VFP Verus Financial Partners Richmond, Virginia	$233K	+$229K	1	0.11%	New
2789	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$231K	+$351K	3	0.25%	New
2790	SWA SFMG Wealth Advisors Plano, Texas	$231K	-$812K	1	0.05%	Reduced
2791	UFA US Financial Advisors Braintree, Massachusetts	$231K	+$2.92K	13	0.22%	Increased
2792	TCB Texas Capital Bancshares Dallas, Texas	$229K	-$551K	1	0.38%	Reduced
2793	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$227K	+$240K	1	1.18%	New
2794	PTA Pear Tree Advisors Lincoln, Massachusetts	$227K	+$205K	2	0.09%	Increased
2795	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$226K	-$229K	1	0.18%	Reduced
2796	LSC Lesa Sroufe & Co Seattle, Washington	$226K	-$14.2K	1	0.23%	Reduced
2797	DIP DT Investment Partners Chadds Ford, Pennsylvania	$224K	$0	1	0.07%	Maintained
2798	DSN D. Scott Neal Lexington, Kentucky	$222K	-$26.1K	5	0.18%	Reduced
2799	ICAP Independence Capital Asset Partners Denver, Colorado	$222K	+$189K	1	2.39%	New
2800	JC JBF Capital Aspen, Colorado	$222K	-$230K	2	0.03%	Reduced