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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
3001	AIM Avity Investment Management Greenwich, Connecticut	$225K	-$15.7K	1	0.03%	Reduced
3002	FCA Florence Capital Advisors New York	$225K	$0	2	0.76%	Maintained
3003	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$222K	+$212K	1	0.13%	New
3004	WA WP Advisors San Francisco, California	$222K	+$224K	1	0.14%	New
3005	AWMG Alliance Wealth Management Group Flemington, New Jersey	$221K	$0	1	0.13%	Maintained
3006	AFIA America First Investment Advisors Omaha, Nebraska	$221K	+$4.63K	4	0.08%	Increased
3007	CFG CKW Financial Group Honolulu, Hawaii	$220K	$0	5	0.07%	Maintained
3008	ACM Academy Capital Management Waco, Texas	$216K	-$6.48K	1	0.06%	Reduced
3009	SM SG3 Management Dorado, Puerto Rico	$216K	-$391K	1	0.04%	Reduced
3010	SFG StrategIQ Financial Group Merrillville, Indiana	$214K	+$205K	1	0.1%	New
3011	ABA American Beacon Advisors Irving, Texas	$212K	+$211K	3	2.78%	New
3012	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$210K	+$209K	1	0.06%	New
3013	PAS Professional Advisory Services Vero Beach, Florida	$209K	$0	1	0.05%	Maintained
3014	AEPG American Economic Planning Group Warren, New Jersey	$207K	+$198K	1	0.08%	New
3015	PIM Parasol Investment Management Westmont, Illinois	$207K	-$275K	3	0.34%	Reduced
3016	KC Kingfisher Capital Charlotte, North Carolina	$203K	+$187K	1	0.15%	New
3017	AIP Ahrens Investment Partners Lafayette, Louisiana	$186K	+$15.1K	1	0.09%	Increased
3018	BCA Benchmark Capital Advisors New York	$182K	-$323K	1	0.14%	Reduced
3019	CAL Capital Advisors Ltd Shaker Heights, Ohio	$180K	-$15.5K	5	0.07%	Reduced
3020	NCM New Capital Management Houston, Texas	$173K	+$109	3	0.32%	Increased
3021	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$172K	+$8.82K	9	0.06%	Increased
3022	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$167K	-$14.8K	2	14.33%	Reduced
3023	Sageworth Trust Lancaster, Pennsylvania	$159K	+$156K	3	0.03%	New
3024	FFW Fusion Family Wealth Woodbury, New York	$150K	-$163K	6	0.06%	Reduced
3025	JT Jump Trading Chicago, Illinois	$150K	+$139K	4	0.05%	Increased