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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	SAM Summit Asset Management Memphis, Tennessee	$528K	-$227K	1	0.28%	Reduced
2902	WRM Weybosset Research & Management Province, Rhode Island	$526K	$0	1	0.34%	Maintained
2903	Maven Securities St Helier, Jersey	$523K	+$508K	1	0.36%	New
2904	Circle Wealth Management Summit, New Jersey	$522K	+$12.4K	2	0.23%	Increased
2905	IF IRON Financial Northbrook, Illinois	$521K	-$208K	1	0.46%	Reduced
2906	PM Parametrica Management Wanchai, Hong Kong	$518K	-$319K	2	0.49%	Reduced
2907	PA Parkside Advisors Berkeley, California	$518K	+$250K	2	0.37%	Increased
2908	CI Capital Innovations Pewaukee, Wisconsin	$517K	+$193K	1	1.98%	Increased
2909	SWA SFMG Wealth Advisors Plano, Texas	$517K	+$244K	2	0.11%	Increased
2910	DII Domini Impact Investments New York	$510K	$0	1	12.95%	Maintained
2911	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$508K	-$140K	7	0.14%	Reduced
2912	FEG Financial Enhancement Group Anderson, Indiana	$503K	-$9.37K	2	0.21%	Reduced
2913	NFGCM Norman Fields Gottscho Capital Management New York	$500K	$0	1	0.31%	Maintained
2914	Scharf Investments Los Gatos, California	$495K	+$513K	1	0.01%	New
2915	BFC Blue Fin Capital Warren, Rhode Island	$489K	-$107K	2	0.31%	Reduced
2916	BFG Barber Financial Group Lenexa, Kansas	$485K	-$13K	1	0.16%	Reduced
2917	DLHL Donald L. Hagan LLC Sarasota, Florida	$480K	+$29.3K	1	0.45%	Increased
2918	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$475K	-$65.1K	1	0.67%	Reduced
2919	SCI Stableford Capital II Scottsdale, Arizona	$469K	-$210K	1	0.38%	Reduced
2920	KL Kinsight LLC Birmingham, Alabama	$461K	-$133K	2	0.26%	Reduced
2921	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$461K	-$25.9K	2	0.22%	Reduced
2922	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$437K	+$411K	1	0.94%	New
2923	KFA Kelleher Financial Advisors New York	$436K	$0	1	0.84%	Maintained
2924	FWM FFT Wealth Management Philadelphia, Pennsylvania	$435K	+$48.9K	1	0.14%	Increased
2925	NVIM New Vernon Investment Management Highland Park, Illinois	$431K	$0	1	0.54%	Maintained