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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	JAM JW Asset Management Miami Beach, Florida	$1.07M	$0	1	0.68%	Maintained
2777	RC Reik & Co New York	$1.07M	+$307K	3	0.36%	Increased
2778	LCM Lee Capital Management New York	$1.07M	-$71K	1	0.95%	Reduced
2779	GWM GSB Wealth Management Guilford, Connecticut	$1.07M	-$851K	2	4.82%	Reduced
2780	EWM Evermay Wealth Management Arlington, Virginia	$1.06M	-$644	3	0.47%	Reduced
2781	WCM Windward Capital Management Los Angeles, California	$1.06M	+$44.8K	2	0.18%	Increased
2782	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.06M	-$3.09K	3	0.59%	Reduced
2783	JT Jump Trading Chicago, Illinois	$1.05M	+$899K	4	0.16%	Increased
2784	KA KLCM Advisors Milwaukee, Wisconsin	$1.04M	+$293K	3	0.28%	Increased
2785	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.04M	+$146K	7	0.72%	Increased
2786	CA Capital Advantage Walnut Creek, California	$1.02M	-$1.38K	3	0.27%	Reduced
2787	KFS Kissinger Financial Services Hunt Valley, Maryland	$1.02M	-$348K	1	1.01%	Reduced
2788	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1M	$0	3	0.59%	Maintained
2789	RFG Advisory Birmingham, Alabama	$1M	+$234K	3	0.69%	Increased
2790	HPWM Highland Private Wealth Management Bellevue, Washington	$1M	+$23.3K	3	0.48%	Increased
2791	VAM Visionary Asset Management Houston, Texas	$1M	+$981K	5	0.29%	New
2792	DI DUMAC Inc Durham, North Carolina	$999K	+$1.03M	1	1.22%	New
2793	TFO Tarbox Family Office Newport Beach, California	$992K	-$21.8K	16	0.49%	Reduced
2794	SXL Summit X LLC Chesterfield, Missouri	$988K	+$1M	3	0.7%	New
2795	ACM Americafirst Capital Management Roseville, California	$981K	+$262K	3	1.24%	Increased
2796	ADGIPS2 AmericaFirst Defensive Growth & Income Portfolio Series 2 Roseville, California	$981K	+$1.02M	3	1.24%	New
2797	Brookstone Capital Management Wheaton, Illinois	$979K	+$207K	2	0.09%	Increased
2798	SP Summit Partners Boston, Massachusetts	$971K	$0	1	0.71%	Maintained
2799	DOA D'Orazio & Associates Falls Church, Virginia	$970K	+$541K	13	0.38%	Increased
2800	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$963K	+$911K	13	0.64%	New