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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	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$320K	$0	1	0%	Maintained
2977	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$313K	+$19.3K	1	0.17%	Increased
2978	NP Ninepoint Partners Toronto, Ontario, Canada	$313K	+$319K	1	0.02%	New
2979	MGIA Matthew Goff Investment Advisor Houston, Texas	$307K	-$15.8K	1	0.13%	Reduced
2980	RWM Raffa Wealth Management Washington, District of Columbia	$306K	-$12.2K	6	0.12%	Reduced
2981	WCM Wallace Capital Management Dallas, Texas	$304K	$0	2	0.05%	Maintained
2982	G Gainplan Bloomfield Hills, Michigan	$302K	-$78.7K	1	0.16%	Reduced
2983	QFA Quattro Financial Advisors The Woodlands, Texas	$300K	$0	1	0.09%	Maintained
2984	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$296K	+$62.2K	1	0.17%	Increased
2985	AWS AJ Wealth Strategies New York	$295K	$0	1	0.1%	Maintained
2986	SGS Sterling Global Strategies Carlsbad, California	$293K	+$272K	1	1.2%	New
2987	AMG Asset Management Group Stamford, Connecticut	$289K	+$1.45K	1	0.11%	Increased
2988	PA Planning Alternatives Birmingham, Michigan	$289K	-$134K	1	0.05%	Reduced
2989	BWP BSW Wealth Partners Boulder, Colorado	$286K	-$32.1K	1	0.12%	Reduced
2990	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$278K	+$87.2K	12	0.31%	Increased
2991	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$278K	$0	1	0.04%	Maintained
2992	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$278K	+$11K	4	0.12%	Increased
2993	Pathstone Family Office Englewood, New Jersey	$274K	-$612K	6	0.25%	Reduced
2994	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$274K	+$9.01K	1	0.15%	Increased
2995	VCM Vivaldi Capital Management Chicago, Illinois	$273K	-$6.55M	1	1.17%	Reduced
2996	FSA Financial Sense Advisors San Diego, California	$271K	-$1.07M	1	0.14%	Reduced
2997	WAM Watermark Asset Management San Ramon, California	$270K	-$9.78K	8	0.12%	Reduced
2998	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$269K	$0	1	0.07%	Maintained
2999	BW Biegel & Waller Columbia, Maryland	$268K	-$20.6K	1	0.17%	Reduced
3000	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$265K	+$19.7K	3	17.38%	Increased