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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
2851	RWG Regal Wealth Group Seal Beach, California	$1.79M	-$85.8K	5	1.22%	Reduced
2852	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$1.78M	-$216	10	1.61%	Reduced
2853	LI Longer Investments Fayetteville, Arkansas	$1.77M	-$2.47M	1	1.7%	Reduced
2854	PAS Point72 Asia (Singapore) Singapore	$1.76M	-$472K	1	13.18%	Reduced
2855	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$1.76M	$0	1	0.82%	Maintained
2856	VIG Vienna Insurance Group Warsaw, Poland	$1.76M	+$163K	2	1.17%	Increased
2857	MFW Mosaic Family Wealth St. Louis, Missouri	$1.76M	+$216K	14	0.72%	Increased
2858	NAM NTV Asset Management Charleston, West Virginia	$1.76M	+$341	2	0.47%	Increased
2859	CWM CMH Wealth Management Portsmouth, New Hampshire	$1.75M	+$2.01M	1	0.92%	New
2860	GWS Glassman Wealth Services Vienna, Virginia	$1.75M	+$25.6K	29	0.81%	Increased
2861	MC Matisse Capital Portland, Oregon	$1.75M	+$209K	3	1.57%	Increased
2862	HPWM Highland Private Wealth Management Bellevue, Washington	$1.74M	-$276	4	0.58%	Reduced
2863	DC Diametric Capital Boston, Massachusetts	$1.73M	-$3.3M	4	1.51%	Reduced
2864	EM ELCO Management New York	$1.73M	+$22.7K	4	0.91%	Increased
2865	BI Ballast Inc Lexington, Kentucky	$1.73M	+$121K	4	1.18%	Increased
2866	PCM Price Capital Management Lafayette, Louisiana	$1.73M	+$221K	2	0.61%	Increased
2867	GTAM Global Trust Asset Management West Palm Beach, Florida	$1.72M	+$445K	15	1.19%	Increased
2868	TCM Timpani Capital Management Milwaukee, Wisconsin	$1.72M	-$2.03M	2	0.5%	Reduced
2869	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.71M	+$54.5K	11	1.13%	Increased
2870	PVAM Pacific View Asset Management San Francisco, California	$1.71M	+$181K	4	1.36%	Increased
2871	FF Fluent Financial Dallas, Texas	$1.71M	+$54.9K	2	1.14%	Increased
2872	BEC Blue Edge Capital Richmond, Virginia	$1.7M	+$1.66M	1	0.63%	New
2873	F F3Logic Burnsville, Minnesota	$1.68M	+$123K	1	2.29%	Increased
2874	MCM MV Capital Management Bethesda, Maryland	$1.68M	-$24.8K	11	0.42%	Reduced
2875	WCM Weatherstone Capital Management Denver, Colorado	$1.67M	+$831K	3	1.28%	Increased