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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
3026	RBC Roble Belko & Company Sewickley, Pennsylvania	$148K	-$2K	7	0.07%	Reduced
3027	LYV Live Your Vision West Conshohocken, Pennsylvania	$142K	+$23.1K	4	0.06%	Increased
3028	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$133K	+$16.4K	3	0.13%	Increased
3029	DAL David A. Lorber	$119K	-$46.3K	2	2.08%	Reduced
3030	BCM Bourgeon Capital Management Darien, Connecticut	$118K	-$103K	1	0.07%	Reduced
3031	HS Horan Securities Cincinnati, United States	$114K	+$115K	5	0.13%	New
3032	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$110K	-$362K	1	0.06%	Reduced
3033	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$110K	+$109K	2	0.09%	New
3034	RCG Ruggie Capital Group Tavares, Florida	$101K	+$24.5K	7	0.08%	Increased
3035	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$96K	-$125K	3	0.13%	Reduced
3036	RIM Ranger International Management Lake Forest, Illinois	$95.1K	$0	3	5.21%	Maintained
3037	Empirical Finance Havertown, Pennsylvania	$90K	-$430K	1	0.04%	Reduced
3038	NYLT New York Life Trust New York	$84K	-$926K	11	4.09%	Reduced
3039	LWA Lowe Wealth Advisors Columbia, Maryland	$67K	-$90.7K	6	0.04%	Reduced
3040	PO Private Ocean San Rafael, California	$59K	+$145	2	0.04%	Increased
3041	IF Ironwood Financial Tucson, Arizona	$56K	+$5.34K	3	0.04%	Increased
3042	EP Edinburgh Partners Edinburgh, United Kingdom	$55K	$0	1	0.01%	Maintained
3043	WCM Wealthcare Capital Management Richmond, Virginia	$52K	+$153	2	0.01%	Increased
3044	BC Barnett & Company Chattanooga, Tennessee	$42K	-$204K	1	0.02%	Reduced
3045	TCM TD Capital Management Memphis, Tennessee	$40K	+$38.3K	1	0.01%	New
3046	NC NewSquare Capital Newtown Square, Pennsylvania	$37K	+$9.08K	5	0.01%	Increased
3047	GWA Guidant Wealth Advisors Palatine, Illinois	$25K	$0	2	0.01%	Maintained
3048	SP Symmetry Partners Glastonbury, Connecticut	$25K	+$25.6K	1	0.01%	New
3049	FA Fortis Advisors Wayne, Pennsylvania	$14K	+$14.5K	1	0.01%	New
3050	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$14K	+$14.1K	1	0%	New