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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	Bogart Wealth LLC Mclean, Virginia	$2.2M	+$178K	12	1.28%	Increased
2777	MCM McRae Capital Management Morristown, New Jersey	$2.2M	-$205K	3	0.93%	Reduced
2778	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$2.19M	-$191K	4	0.75%	Reduced
2779	SIM SSI Investment Management Los Angeles, California	$2.19M	-$10.4K	6	0.17%	Reduced
2780	Heritage Wealth Advisors Richmond, Virginia	$2.19M	+$588K	12	0.43%	Increased
2781	CFA Capstone Financial Advisors Downers Grove, Illinois	$2.18M	+$5.4K	2	0.54%	Increased
2782	ONST Old North State Trust Greensboro, North Carolina	$2.18M	+$2.22M	13	2.06%	New
2783	EA Elm Advisors Burlingame, California	$2.18M	+$310K	10	1.46%	Increased
2784	BO BRR OpCo Columbus, Ohio	$2.17M	-$17.9K	1	0.43%	Reduced
2785	SFP Shepherd Financial Partners Winchester, Massachusetts	$2.17M	$0	3	0.49%	Maintained
2786	BAM Bruderman Asset Management Locust Valley, New York	$2.15M	-$1.77M	12	0.49%	Reduced
2787	SL Summitry LLC Foster City, California	$2.15M	+$58K	2	0.18%	Increased
2788	Signature Estate & Investment Advisors Los Angeles, California	$2.14M	-$2.44M	4	0.19%	Reduced
2789	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$2.14M	-$14.4K	4	1%	Reduced
2790	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$2.13M	+$635K	1	1.82%	Increased
2791	PWM Paulson Wealth Management Wheaton, Illinois	$2.12M	-$240K	6	1.91%	Reduced
2792	CCT Capital City Trust Tallahassee, Florida	$2.12M	+$106K	3	0.85%	Increased
2793	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$2.12M	+$2.08M	3	1.89%	New
2794	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$2.1M	$0	1	1.4%	Maintained
2795	BCM Brasada Capital Management Houston, Texas	$2.08M	-$204K	12	0.58%	Reduced
2796	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.08M	+$340K	2	0.5%	Increased
2797	CFD Creative Financial Designs Kokomo, Indiana	$2.08M	-$913K	20	1.19%	Reduced
2798	DAM Diamant Asset Management Ridgefield, Connecticut	$2.08M	$0	2	1.92%	Maintained
2799	AP Arlington Partners Birmingham, Alabama	$2.06M	+$191K	6	1.45%	Increased
2800	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$2.05M	-$506K	5	1.17%	Reduced