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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
2801	UFA US Financial Advisors Braintree, Massachusetts	$252K	+$232K	12	0.23%	New
2802	MIM Merion Investment Management Bay Harbor Islands, Florida	$249K	$0	1	0.05%	Maintained
2803	Merriman Wealth Management Seattle, Washington	$248K	+$21.6K	1	0.35%	Increased
2804	KC Kellner Capital New York	$246K	+$3.96K	1	0.17%	New
2805	BFPW BOK Financial Private Wealth Denver, Colorado	$245K	$0	1	0.04%	Maintained
2806	Miracle Mile Advisors Los Angeles, California	$242K	+$238K	1	0.26%	New
2807	Plancorp LLC Saint Louis, Missouri	$242K	-$824K	1	0.25%	Reduced
2808	TFF The Family Firm Bethesda, Maryland	$241K	+$225K	1	0.13%	New
2809	Alesco Advisors Pittsford, New York	$240K	$0	1	0.02%	Maintained
2810	DOA D'Orazio & Associates Falls Church, Virginia	$236K	+$204	6	0.16%	Increased
2811	NEPPG New England Professional Planning Group Westerly, Rhode Island	$235K	+$218K	1	0.35%	New
2812	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$225K	+$211K	1	0.07%	New
2813	TFCP Twin Focus Capital Partners Boston, Massachusetts	$221K	-$46.3K	1	0.26%	Reduced
2814	AFG American Financial Group Cincinnati, Ohio	$215K	-$9.75M	1	0.02%	Reduced
2815	Annex Advisory Services Brookfield, Wisconsin	$214K	+$190K	1	0.07%	New
2816	IWA Inspirion Wealth Advisors Libertyville, Illinois	$213K	+$199K	1	0.2%	New
2817	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$212K	+$198K	1	0.3%	New
2818	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$210K	+$197K	1	0.08%	New
2819	PAS Professional Advisory Services Vero Beach, Florida	$210K	-$93.9K	1	0.05%	Reduced
2820	GC Gibson Capital Wexford, Pennsylvania	$203K	+$190K	1	0.06%	New
2821	SJIC St. James Investment Company Southlake, Texas	$203K	+$190K	1	0.02%	New
2822	BCM Bienville Capital Management New York	$202K	+$199K	1	0.17%	New
2823	DSN D. Scott Neal Lexington, Kentucky	$201K	+$193K	1	0.14%	New
2824	CAL Capital Advisors Ltd Shaker Heights, Ohio	$198K	-$42.8K	4	0.11%	Reduced
2825	SCP Syntal Capital Partners Midland, Texas	$180K	-$139K	5	0.11%	Reduced