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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
2926	PBT Pictet Bank & Trust Nassau, Bahamas	$1.38M	$0	1	0.43%	Maintained
2927	ACM Alethea Capital Management Mercer Island, Washington	$1.37M	-$64K	2	2.06%	Reduced
2928	TDC Thompson Davis & Co Richmond, Virginia	$1.37M	-$1M	20	3%	Reduced
2929	RC Reik & Co New York	$1.37M	$0	3	0.39%	Maintained
2930	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.37M	+$900K	5	0.7%	Increased
2931	HCM Hudson Capital Management Ramsey, New Jersey	$1.36M	+$9.02K	1	1.03%	Increased
2932	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.36M	-$257K	3	1.14%	Reduced
2933	SFS Summit Financial Strategies Columbus, Ohio	$1.35M	-$12.8K	3	0.62%	Reduced
2934	GSC G&S Capital Denver, Colorado	$1.35M	-$2.71M	6	0.93%	Reduced
2935	Pure Financial Advisors San Diego, California	$1.34M	+$1.25M	2	0.29%	New
2936	IWA Intercontinental Wealth Advisors San Antonio, Texas	$1.34M	+$20K	3	0.67%	Increased
2937	UCI Uncommon Cents Investing Janesville, Wisconsin	$1.34M	-$43.2K	1	0.84%	Reduced
2938	TC Trilogy Capital Irvine, California	$1.33M	-$246K	18	0.16%	Reduced
2939	BCM Bienville Capital Management New York	$1.32M	+$189K	4	0.1%	Increased
2940	VNB Virginia National Bank Charlottesville, Virginia	$1.32M	+$1.29M	4	0.48%	New
2941	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$1.31M	-$94.1K	1	1.17%	Reduced
2942	AI ArchPoint Investors Coral Gables, Florida	$1.3M	$0	2	0.35%	Maintained
2943	FFC First Financial Corp Terre Haute, Indiana	$1.3M	-$36.8K	9	0.85%	Reduced
2944	NFG Nadler Financial Group Deerfield, Illinois	$1.3M	-$171K	2	0.35%	Reduced
2945	CWA Clarus Wealth Advisors Peoria, Arizona	$1.3M	+$407K	13	0.85%	Increased
2946	MM Meridian Management Little Rock, Arkansas	$1.29M	-$2.52M	1	0.56%	Reduced
2947	Truepoint Inc Cincinnati, Ohio	$1.29M	+$144K	2	0.11%	Increased
2948	AWM AllSquare Wealth Management Albany, New York	$1.28M	+$96.7K	16	0.96%	Increased
2949	AFA Arlington Financial Advisors Santa Barbara, California	$1.27M	-$20.7K	1	0.76%	Reduced
2950	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.27M	+$21.9K	2	1.24%	Increased