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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
2951	RGNCM R.G. Niederhoffer Capital Management New York	$327K	+$319K	1	2.11%	New
2952	RWM Raffa Wealth Management Washington, District of Columbia	$322K	-$22.9K	14	0.16%	Reduced
2953	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$321K	+$322K	1	0.07%	New
2954	MGIA Matthew Goff Investment Advisor Houston, Texas	$314K	+$315K	1	0.3%	New
2955	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$313K	$0	2	0.17%	Maintained
2956	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$308K	+$72.1K	1	0.05%	Increased
2957	AF Aldebaran Financial	$306K	+$615	1	0.23%	Increased
2958	TAM Trust Asset Management Houston, Texas	$306K	$0	1	0.12%	Maintained
2959	CI Capital Innovations Pewaukee, Wisconsin	$305K	+$11.3K	1	1.32%	Increased
2960	CCM CWH Capital Management Spokane, Washington	$305K	+$293K	1	0.16%	New
2961	AWW Alan W. Weber	$302K	+$289K	1	0.17%	New
2962	ESBC E.S. Barr & Co Lexington, Kentucky	$297K	$0	1	0.03%	Maintained
2963	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$292K	$0	1	0%	Maintained
2964	SHJ Sharkey, Howes & Javer Denver, Colorado	$291K	+$580	6	0.15%	Increased
2965	DPA Delphi Private Advisors San Diego, California	$289K	-$62.4K	4	0.53%	Reduced
2966	BHTS Bar Harbor Trust Services Ellsworth, Maine	$287K	$0	1	0.15%	Maintained
2967	SWA SFMG Wealth Advisors Plano, Texas	$285K	+$56.2K	1	0.06%	Increased
2968	PS Portfolio Solutions Royal Oak, Michigan	$284K	+$271K	7	0.04%	New
2969	PA Parkside Advisors Berkeley, California	$280K	+$281K	1	0.2%	New
2970	WAM Watermark Asset Management San Ramon, California	$280K	+$267K	7	0.13%	New
2971	BWP BSW Wealth Partners Boulder, Colorado	$279K	+$11.5K	1	0.14%	Increased
2972	FI FCM Investments Dallas, Texas	$279K	-$818K	2	0.18%	Reduced
2973	WCM Wallace Capital Management Dallas, Texas	$277K	$0	2	0.05%	Maintained
2974	SFS Summit Financial Strategies Columbus, Ohio	$273K	$0	1	0.2%	Maintained
2975	AMG Asset Management Group Stamford, Connecticut	$272K	+$1.41K	1	0.11%	Increased