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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	BWP BSW Wealth Partners Boulder, Colorado	$284K	+$24.5K	1	0.13%	Increased
2977	EAMA EFG Asset Management (Americas) Miami, Florida	$284K	-$31.3K	1	0.11%	Reduced
2978	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$278K	+$307K	1	0.06%	New
2979	ACM Alta Capital Management Salt Lake City, Utah	$275K	-$246K	1	0.02%	Reduced
2980	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$269K	$0	1	0.29%	Maintained
2981	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$266K	$0	1	0.09%	Maintained
2982	WAM Watermark Asset Management San Ramon, California	$264K	-$22.5K	8	0.12%	Reduced
2983	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$263K	+$252K	1	0.15%	New
2984	AMG Asset Management Group Stamford, Connecticut	$259K	+$1.43K	1	0.1%	Increased
2985	GC Gibson Capital Wexford, Pennsylvania	$258K	$0	1	0.09%	Maintained
2986	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$256K	-$118K	4	0.11%	Reduced
2987	WA WP Advisors San Francisco, California	$256K	+$43K	1	0.19%	Increased
2988	AWS AJ Wealth Strategies New York	$253K	+$264K	1	0.1%	New
2989	FCA Florence Capital Advisors New York	$253K	+$18.3K	2	0.83%	Increased
2990	TG Threshold Group Seattle, Washington	$251K	+$241K	1	0.22%	New
2991	ACA Ackerman Capital Advisors Dallas, Texas	$244K	+$234K	1	0.1%	New
2992	JC Jentner Corp Akron, Ohio	$240K	$0	1	0.23%	Maintained
2993	AWMG Alliance Wealth Management Group Flemington, New Jersey	$236K	$0	1	0.13%	Maintained
2994	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$236K	+$208K	1	0.14%	New
2995	SFG StrategIQ Financial Group Merrillville, Indiana	$233K	$0	1	0.1%	Maintained
2996	IA Independence Advisors Wayne, Pennsylvania	$232K	-$22.2K	1	0.09%	Reduced
2997	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$231K	-$10K	1	0.14%	Reduced
2998	CAM Crestone Asset Management Boulder, Colorado	$229K	+$228K	1	0.11%	New
2999	FI FCM Investments Dallas, Texas	$229K	-$69K	1	0.18%	Reduced
3000	AEPG American Economic Planning Group Warren, New Jersey	$226K	+$669	1	0.09%	Increased