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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	NCM New Capital Management Houston, Texas	$143K	$0	3	0.26%	Maintained
3027	FFW Fusion Family Wealth Woodbury, New York	$138K	-$9.46K	4	0.05%	Reduced
3028	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$128K	-$37	4	0.1%	Reduced
3029	SM SG3 Management Dorado, Puerto Rico	$119K	-$98.9K	1	0.03%	Reduced
3030	LYV Live Your Vision West Conshohocken, Pennsylvania	$117K	-$30.2K	3	0.04%	Reduced
3031	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$116K	+$102K	1	0.05%	New
3032	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$116K	+$11.8K	2	0.08%	Increased
3033	HS Horan Securities Cincinnati, United States	$110K	-$4.19K	4	0.12%	Reduced
3034	MC Mitra Capital Boston, Massachusetts	$109K	-$4.95M	1	0.4%	Reduced
3035	Magellan Asset Management Sydney, Australia	$107K	-$415M	3	0%	Reduced
3036	GWA Guidant Wealth Advisors Palatine, Illinois	$105K	+$79.7K	4	0.05%	Increased
3037	RCG Ruggie Capital Group Tavares, Florida	$100K	+$2.44K	5	0.07%	Increased
3038	TCM TD Capital Management Memphis, Tennessee	$97K	+$55.3K	3	0.03%	Increased
3039	DAL David A. Lorber	$96K	-$36.2K	1	1.31%	Reduced
3040	RBC Roble Belko & Company Sewickley, Pennsylvania	$96K	-$50.8K	7	0.05%	Reduced
3041	LWA Lenox Wealth Advisors New York	$79K	+$75.2K	2	0.03%	Increased
3042	LWA Lowe Wealth Advisors Columbia, Maryland	$69K	+$2.38K	7	0.04%	Increased
3043	PO Private Ocean San Rafael, California	$59K	+$143	2	0.04%	Increased
3044	IF Ironwood Financial Tucson, Arizona	$55K	$0	3	0.04%	Maintained
3045	NC NewSquare Capital Newtown Square, Pennsylvania	$43K	+$6.3K	5	0.01%	Increased
3046	WCM Wealthcare Capital Management Richmond, Virginia	$34K	-$20.1K	2	0%	Reduced
3047	Sageworth Trust Lancaster, Pennsylvania	$31K	-$129K	1	0.01%	Reduced
3048	BI Bramshill Investments Naples, Florida	$30K	+$30K	2	0.01%	New
3049	Financial Engines Advisors Santa Clara, California	$29K	+$28.3K	1	0%	Increased
3050	AWM AllSquare Wealth Management Albany, New York	$27K	-$536K	2	0.03%	Reduced