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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
2976	FEG Financial Enhancement Group Anderson, Indiana	$225K	+$220K	1	0.12%	New
2977	ACM Academy Capital Management Waco, Texas	$224K	+$6.41K	1	0.06%	Increased
2978	IA Independence Advisors Wayne, Pennsylvania	$224K	-$4.04K	1	0.1%	Reduced
2979	GC Gilbert & Cook West Des Moines, Iowa	$222K	+$219K	1	0.1%	New
2980	GC Gibson Capital Wexford, Pennsylvania	$221K	$0	1	0.08%	Maintained
2981	BCM Bourgeon Capital Management Darien, Connecticut	$219K	+$188K	1	0.14%	New
2982	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$219K	-$214K	13	0.03%	Reduced
2983	PI Pachira Investments Dana Point, California	$215K	+$222K	1	0.21%	New
2984	Blackhill Capital Morristown, New Jersey	$214K	$0	1	0.04%	Maintained
2985	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$213K	+$212K	3	0.29%	New
2986	PAS Professional Advisory Services Vero Beach, Florida	$210K	$0	1	0.05%	Maintained
2987	AFIA America First Investment Advisors Omaha, Nebraska	$207K	-$37K	4	0.08%	Reduced
2988	BJ Brouwer & Janachowski Mill Valley, California	$205K	-$5.34K	1	0.05%	Reduced
2989	VFP Verus Financial Partners Richmond, Virginia	$205K	-$21.4K	1	0.09%	Reduced
2990	AWMG Alliance Wealth Management Group Flemington, New Jersey	$203K	$0	1	0.15%	Maintained
2991	Meridian Wealth Management Lexington, Kentucky	$202K	+$198K	1	0.16%	New
2992	CFG CKW Financial Group Honolulu, Hawaii	$200K	-$557K	5	0.07%	Reduced
2993	Weiss Asset Management Boston, Massachusetts	$192K	-$3.9M	1	0.03%	Reduced
2994	CAL Capital Advisors Ltd Shaker Heights, Ohio	$188K	+$6.8K	5	0.08%	Increased
2995	SAM Silverback Asset Management Chapel Hill, North Carolina	$186K	+$204K	1	0.06%	New
2996	TG TLP Group Evanston, Illinois	$186K	-$844K	1	0.18%	Reduced
2997	PAM PVG Asset Management Golden, Colorado	$179K	-$1.74M	1	0.08%	Reduced
2998	FMA FNY Managed Accounts New York	$166K	-$12.3M	1	1.11%	Reduced
2999	NCM New Capital Management Houston, Texas	$164K	+$160K	3	0.24%	New
3000	LWA Lowe Wealth Advisors Columbia, Maryland	$150K	-$6.72K	5	0.1%	Reduced