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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	QFA Quattro Financial Advisors The Woodlands, Texas	$270K	+$266K	1	0.14%	New
2977	BW Biegel & Waller Columbia, Maryland	$264K	-$252K	1	0.18%	Reduced
2978	PA Planning Alternatives Birmingham, Michigan	$264K	$0	1	0.05%	Maintained
2979	RPG Risk Paradigm Group Austin, Texas	$261K	+$2.22K	4	0.3%	Increased
2980	CCM Colorado Capital Management Boulder, Colorado	$259K	$0	1	0.22%	Maintained
2981	Advent Capital Management New York	$255K	-$8.89M	1	0%	Reduced
2982	BJ Brouwer & Janachowski Mill Valley, California	$251K	+$30.1K	1	0.05%	Increased
2983	VFP Verus Financial Partners Richmond, Virginia	$251K	+$35.8K	1	0.1%	Increased
2984	RWM RKL Wealth Management Lancaster, Pennsylvania	$250K	+$4.67K	1	0.1%	Increased
2985	EAMA EFG Asset Management (Americas) Miami, Florida	$249K	+$208K	1	0.1%	New
2986	JC Jentner Corp Akron, Ohio	$249K	+$12.8K	1	0.24%	Increased
2987	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$247K	+$237K	1	0.29%	New
2988	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$245K	$0	1	0.06%	Maintained
2989	AIP Almanack Investment Partners Wayne, Pennsylvania	$243K	+$233K	1	0.18%	New
2990	WP WealthPLAN Partners Omaha, Nebraska	$242K	+$241K	6	0.84%	New
2991	DSN D. Scott Neal Lexington, Kentucky	$239K	-$9.84K	4	0.15%	Reduced
2992	Alesco Advisors Pittsford, New York	$238K	$0	1	0.02%	Maintained
2993	GC Gibson Capital Wexford, Pennsylvania	$237K	$0	1	0.08%	Maintained
2994	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$236K	$0	1	0.2%	Maintained
2995	IA Independence Advisors Wayne, Pennsylvania	$235K	-$4.6K	1	0.1%	Reduced
2996	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$230K	-$4.97M	1	0.09%	Reduced
2997	LBG Lloyds Banking Group London, United Kingdom	$230K	-$65.9K	2	2.08%	Reduced
2998	SGS Sterling Global Strategies Carlsbad, California	$229K	+$1.57K	1	1.11%	Increased
2999	JWM Janiczek Wealth Management Denver, Colorado	$228K	-$39.3K	1	0.13%	Reduced
3000	SSA South Street Advisors New York	$227K	$0	1	0.03%	Maintained