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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	AAIM American Assets Investment Management San Diego, California	$1.44M	-$1.36M	2	0.28%	Reduced
2952	SFM Signature Financial Management Norfolk, Virginia	$1.44M	-$418K	3	0.39%	Reduced
2953	AP Arlington Partners Birmingham, Alabama	$1.44M	+$1.5M	2	1.48%	New
2954	Bogart Wealth LLC Mclean, Virginia	$1.43M	+$899K	7	0.92%	Increased
2955	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$1.43M	+$1.38M	3	1.49%	New
2956	VNA VNBTrust National Association Charlottesville, Virginia	$1.43M	+$233K	4	0.83%	Increased
2957	WVP Worth Venture Partners Fort Lee, New Jersey	$1.43M	+$101K	2	1.58%	Increased
2958	DE Day & Ennis Macon, Georgia	$1.42M	+$265K	2	1.16%	Increased
2959	AFM Anson Funds Management Dallas, Texas	$1.42M	-$742K	1	0.96%	Reduced
2960	OFW Omnia Family Wealth Aventura, Florida	$1.41M	+$38K	21	0.65%	Increased
2961	SAM Sequent Asset Management Houston, Texas	$1.39M	+$87.3K	1	0.76%	Increased
2962	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.39M	+$46.8K	2	1.05%	Increased
2963	BTP Bloom Tree Partners New York	$1.39M	-$34.1M	1	0.13%	Reduced
2964	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.39M	-$2.08M	3	0.42%	Reduced
2965	WAS Winch Advisory Services Appleton, Wisconsin	$1.38M	-$31.9K	13	0.83%	Reduced
2966	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$1.38M	+$1.34M	2	1.24%	New
2967	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.37M	-$22.3K	2	1.39%	Reduced
2968	BGC Blue Granite Capital Charleston, South Carolina	$1.37M	-$5.54M	3	1.01%	Reduced
2969	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$1.37M	+$6.64K	22	0.68%	Increased
2970	GFP Gryphon Financial Partners Columbus, Ohio	$1.35M	+$1.35M	33	0.77%	New
2971	BOS Bingham Osborn & Scarborough San Francisco, California	$1.35M	+$242K	3	0.12%	Increased
2972	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.35M	-$297K	3	1.23%	Reduced
2973	Circle Wealth Management Summit, New Jersey	$1.35M	+$427K	4	0.51%	Increased
2974	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.35M	+$9.21K	1	0.83%	Increased
2975	TFF The Family Firm Bethesda, Maryland	$1.34M	+$159K	4	0.53%	Increased