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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	PAG Pinnacle Advisory Group Columbia, Maryland	$961K	-$1.32M	1	0.07%	Reduced
3027	BF Blankinship & Foster Solana Beach, California	$944K	+$229K	2	0.6%	Increased
3028	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$943K	+$2.1K	4	0.59%	Increased
3029	FAM Foresters Asset Management Toronto, Ontario, Canada	$934K	-$2.78M	3	0.31%	Reduced
3030	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$932K	+$268K	2	0.57%	Increased
3031	CPC Congress Park Capital Saratoga Springs, New York	$926K	-$53.6K	1	0.83%	Reduced
3032	SCA Sippican Capital Advisors Boston, Massachusetts	$924K	-$169K	2	1.07%	Reduced
3033	KWMG King Wealth Management Group Naples, Florida	$916K	-$350K	2	0.29%	Reduced
3034	BM Brandywine Managers Hockessin, Delaware	$915K	+$413K	3	0.39%	Increased
3035	SCG Sonata Capital Group Seattle, Washington	$913K	-$6.2K	2	0.62%	Reduced
3036	CA Continuum Advisory Eagle, Idaho	$904K	+$299K	3	0.6%	Increased
3037	PI PHH Investments Addison, Texas	$900K	-$546K	2	0.26%	Reduced
3038	Sageworth Trust Lancaster, Pennsylvania	$893K	+$625K	5	0.12%	Increased
3039	Capital Wealth Planning Naples, Florida	$890K	-$1.57M	2	0.61%	Reduced
3040	WC Wynnefield Capital New York	$890K	$0	1	0.37%	Maintained
3041	LC Landaas & Company Milwaukee, Wisconsin	$887K	-$307K	2	0.69%	Reduced
3042	IA Independence Advisors Wayne, Pennsylvania	$877K	+$445K	4	0.26%	Increased
3043	Valmark Advisers Akron, Ohio	$875K	+$39.6K	3	0.02%	Increased
3044	HCM Harvest Capital Management Concord, New Hampshire	$873K	+$196K	2	0.27%	Increased
3045	CX Institutional Auburn, Indiana	$869K	+$706K	9	0.29%	Increased
3046	SFA Stewardship Financial Advisors Stockbridge, Georgia	$868K	-$26.9K	1	0.41%	Reduced
3047	NorthRock Partners Minneapolis, Minnesota	$865K	+$223K	1	0.25%	Increased
3048	PV Private Vista Chicago, Illinois	$864K	+$21.6K	3	0.18%	Increased
3049	CT CPF Texas Plano, Texas	$863K	+$327K	4	0.41%	Increased
3050	DOA D'Orazio & Associates Falls Church, Virginia	$861K	+$482K	12	0.31%	Increased