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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
2901	BFG Barber Financial Group Lenexa, Kansas	$427K	+$413K	1	0.15%	New
2902	GFG Gray Financial Group Atlanta, Georgia	$423K	-$980K	1	0.16%	Reduced
2903	Merriman Wealth Management Seattle, Washington	$423K	+$82.4K	1	0.12%	Increased
2904	BFC Blue Fin Capital Warren, Rhode Island	$415K	+$86.5K	1	0.27%	Increased
2905	LCM Lucas Capital Management Red Bank, New Jersey	$411K	$0	1	0.3%	Maintained
2906	MAS Managed Account Services Coconut Grove, Florida	$410K	+$423K	1	0.31%	New
2907	HS Huntington Steele Oaks, Pennsylvania	$408K	+$403K	1	0.14%	New
2908	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$391K	-$23K	7	0.31%	Reduced
2909	LCM Legato Capital Management San Francisco, California	$387K	+$356K	6	7%	New
2910	EMB Elefante Mark B	$382K	+$63.5K	1	4.61%	Increased
2911	BBNB Baker Boyer National Bank Walla Walla, Washington	$381K	+$5.19K	1	1.66%	Increased
2912	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$378K	-$20.9K	6	0.18%	Reduced
2913	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$374K	$0	1	0.22%	Maintained
2914	TIM Tortoise Investment Management White Plains, New York	$373K	-$7.35K	10	0.13%	Reduced
2915	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$372K	+$48.1K	2	0.32%	Increased
2916	RWM Raffa Wealth Management Washington, District of Columbia	$371K	+$36.4K	34	0.19%	Increased
2917	AWM AllSquare Wealth Management Albany, New York	$370K	+$70.7K	7	0.34%	Increased
2918	PHS Pekin Hardy Strauss Chicago, Illinois	$369K	-$155K	1	0.03%	Reduced
2919	WHI William Harris Investors Chicago, Illinois	$367K	$0	1	0.11%	Maintained
2920	LP LGL Partners Philadelphia, Pennsylvania	$366K	-$28.7K	1	0.2%	Reduced
2921	CW Cabot-Wellington Boston, Massachusetts	$362K	$0	1	0.27%	Maintained
2922	MIM Midwest Investment Management Cleveland, Ohio	$361K	$0	1	0.31%	Maintained
2923	BRC Bell Rock Capital Rehoboth Beach, Delaware	$349K	+$342K	7	0.37%	New
2924	DPA Delphi Private Advisors San Diego, California	$349K	-$169K	12	0.61%	Reduced
2925	DLHL Donald L. Hagan LLC Sarasota, Florida	$331K	$0	1	0.31%	Maintained