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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	QCM Quadrant Capital Management Fairfield, New Jersey	$1.27M	+$40.7K	1	0.81%	Increased
2952	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.26M	+$163K	12	0.27%	Increased
2953	AGA Accuvest Global Advisors Provo, Utah	$1.26M	-$347K	1	0.47%	Reduced
2954	Merit Financial Group Alpharetta, Georgia	$1.26M	+$118K	2	0.2%	Increased
2955	OFW Omnia Family Wealth Aventura, Florida	$1.26M	+$5.74K	20	0.58%	Increased
2956	PIM Profit Investment Management North Bethesda, Maryland	$1.26M	$0	2	0.94%	Maintained
2957	JLBC J.L. Bainbridge & Co Sarasota, Florida	$1.25M	+$1M	3	0.17%	Increased
2958	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.25M	$0	1	0.11%	Maintained
2959	RP Rice Partnership Honolulu, Hawaii	$1.24M	-$233K	1	0.78%	Reduced
2960	DWM Darwin Wealth Management Tampa, Florida	$1.24M	-$474K	3	0.69%	Reduced
2961	BLA Balter Liquid Alternatives Boston, Massachusetts	$1.23M	-$140K	6	1%	Reduced
2962	VR Viridian RIA Bothell, Washington	$1.23M	+$98.1K	1	0.54%	Increased
2963	KFA Kelleher Financial Advisors New York	$1.21M	-$10.1K	2	1.58%	Reduced
2964	QCIG Quad-Cities Investment Group Davenport, Iowa	$1.2M	+$61.4K	14	1.06%	Increased
2965	P8IP Pier 88 Investment Partners San Francisco, California	$1.19M	-$1.05M	3	0.52%	Reduced
2966	KA KLCM Advisors Milwaukee, Wisconsin	$1.18M	-$268K	3	0.29%	Reduced
2967	WSL Western Standard LLC Los Angeles, California	$1.16M	+$1.29M	1	1.03%	New
2968	AAC Acorn Advisory Capital New York	$1.16M	+$284K	3	1.32%	Increased
2969	ECAM East Coast Asset Management Essex, Massachusetts	$1.15M	$0	1	0.3%	Maintained
2970	Scharf Investments Los Gatos, California	$1.15M	-$31.1K	2	0.04%	Reduced
2971	TFF The Family Firm Bethesda, Maryland	$1.15M	-$193K	3	0.42%	Reduced
2972	WFI West Family Investments Carlsbad, California	$1.14M	$0	1	0.27%	Maintained
2973	GCA Gradient Capital Advisors San Diego, California	$1.14M	-$274K	3	0.96%	Reduced
2974	GWM GSB Wealth Management Guilford, Connecticut	$1.14M	-$233K	3	4.69%	Reduced
2975	TFO Tarbox Family Office Newport Beach, California	$1.14M	+$5.4K	18	0.41%	Increased