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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	BWM Baystate Wealth Management Boston, Massachusetts	$1.42M	+$422K	18	0.21%	Increased
2952	GCA Gradient Capital Advisors San Diego, California	$1.41M	+$746K	4	1.31%	Increased
2953	NPF Norris Perne & French Grand Rapids, Michigan	$1.41M	-$349K	3	0.21%	Reduced
2954	AGA Accuvest Global Advisors Provo, Utah	$1.41M	+$1.45M	2	0.55%	Increased
2955	NFG NewFocus Financial Group Vancouver, Washington	$1.41M	+$34.4K	1	0.85%	Increased
2956	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$1.41M	-$246K	3	1.36%	Reduced
2957	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.4M	-$27.3K	1	0.85%	Reduced
2958	SBA Secrest Blakey & Associates Raleigh, North Carolina	$1.39M	-$29.3K	4	1.1%	Reduced
2959	SFS Summit Financial Strategies Columbus, Ohio	$1.38M	$0	3	0.67%	Maintained
2960	PIM Profit Investment Management North Bethesda, Maryland	$1.38M	$0	2	1.1%	Maintained
2961	Centiva Capital New York	$1.38M	+$1.35M	4	0.29%	Increased
2962	FFC First Financial Corp Terre Haute, Indiana	$1.37M	-$71.3K	10	0.96%	Reduced
2963	ACM Alethea Capital Management Mercer Island, Washington	$1.37M	-$605K	3	2.34%	Reduced
2964	LPC Loeb Partners Corp New York	$1.37M	+$1.17M	2	0.35%	Increased
2965	AFA Arlington Financial Advisors Santa Barbara, California	$1.36M	+$25.9K	1	0.79%	Increased
2966	PCM Price Capital Management Lafayette, Louisiana	$1.36M	+$1.31M	2	0.67%	New
2967	FAN Financial Advisors Network Tustin, California	$1.34M	+$1.36M	2	0.81%	New
2968	RPC Rossmore Private Capital Glastonbury, Connecticut	$1.34M	+$52.7K	3	0.86%	Increased
2969	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$1.32M	+$894K	3	1.29%	Increased
2970	NCM Northwest Capital Management Lake Oswego, Oregon	$1.32M	+$497K	1	1.64%	Increased
2971	CCM Coe Capital Management Highland Park, Illinois	$1.31M	-$39.3K	2	1.46%	Reduced
2972	GWM GSB Wealth Management Guilford, Connecticut	$1.31M	+$1.49K	3	6.22%	Increased
2973	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.31M	$0	1	0.12%	Maintained
2974	Context Capital Management Lajolla, California	$1.31M	-$1.39M	1	1.13%	Reduced
2975	TC Trilogy Capital Irvine, California	$1.31M	+$250K	19	0.18%	Increased