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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
2826	CAL Capital Advisors Ltd Shaker Heights, Ohio	$160K	$0	4	0.08%	Maintained
2827	FMP Financial Management Professionals Austin, Texas	$160K	+$845	9	0.08%	Increased
2828	NO Ninety One Cape Town, South Africa	$149K	$0	1	0.13%	Maintained
2829	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$149K	+$147K	3	0.14%	New
2830	CAD Craig A. Drill	$144K	+$162K	1	0.19%	New
2831	KCM KSA Capital Management Morristown, New Jersey	$142K	$0	1	0.04%	Maintained
2832	TSU TD Securities (USA) New York	$138K	-$217K	17	1.25%	Reduced
2833	LG Leuthold Group Minneapolis, Minnesota	$131K	$0	1	0.01%	Maintained
2834	ACP Arcus Capital Partners Atlanta, Georgia	$122K	+$119K	1	0.09%	New
2835	CSM Central Square Management Naperville, Illinois	$120K	-$44.9K	1	0.14%	Reduced
2836	LWA Lowe Wealth Advisors Columbia, Maryland	$119K	-$4.05K	4	0.08%	Reduced
2837	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$118K	+$92.5K	4	0.11%	Increased
2838	AP Advisors Preferred Rockville, Maryland	$109K	+$90.8K	4	0.06%	Increased
2839	ES Equitec Specialists Chicago, Illinois	$98K	+$104K	1	0.04%	New
2840	SG Swarthmore Group Philadelphia, Pennsylvania	$95K	-$37.1M	1	0.01%	Reduced
2841	LWA Lenox Wealth Advisors New York	$89K	-$26.6K	10	0.03%	Reduced
2842	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$87K	+$84.9K	2	0.08%	New
2843	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$87K	-$57.5K	3	0.03%	Reduced
2844	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$86K	-$30.7K	3	0.05%	Reduced
2845	SAM Solaris Asset Management New York	$84K	$0	2	0.06%	Maintained
2846	RBC Roble Belko & Company Sewickley, Pennsylvania	$83K	+$59.3K	3	0.05%	Increased
2847	FNYS First New York Securities New York	$68.9K	-$3.95M	1	0.59%	Reduced
2848	PCC Park Circle Company Baltimore, Maryland	$57K	$0	2	0.04%	Maintained
2849	WCM Wealthcare Capital Management Richmond, Virginia	$51K	-$11.5K	3	0.01%	Reduced
2850	HWP Hefty Wealth Partners Auburn, Indiana	$50K	+$50.6K	3	0.05%	New