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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
3051	HS Horan Securities Cincinnati, United States	$135K	+$8.01K	5	0.13%	Increased
3052	Magellan Asset Management Sydney, Australia	$128K	+$13.7K	3	0%	Increased
3053	RBC Roble Belko & Company Sewickley, Pennsylvania	$126K	+$17.4K	7	0.06%	Increased
3054	LYV Live Your Vision West Conshohocken, Pennsylvania	$125K	+$3.13K	3	0.04%	Increased
3055	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$124K	-$21K	3	0.09%	Reduced
3056	DRW Securities Chicago, Illinois	$118K	+$131K	1	0.04%	New
3057	TCM TD Capital Management Memphis, Tennessee	$112K	+$9.78K	4	0.03%	Increased
3058	LWA Lowe Wealth Advisors Columbia, Maryland	$108K	+$30.3K	10	0.07%	Increased
3059	FFW Fusion Family Wealth Woodbury, New York	$98K	-$58.9K	2	0.03%	Reduced
3060	DAL David A. Lorber	$92K	-$1.92K	1	1.06%	Reduced
3061	AJ Ashburton (Jersey) St Helier, Jersey	$82K	+$76.6K	2	0.04%	New
3062	PS Portfolio Solutions Royal Oak, Michigan	$77K	-$215K	6	0.01%	Reduced
3063	FI FCM Investments Dallas, Texas	$72K	-$161K	1	0.09%	Reduced
3064	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$59K	+$50.2K	1	0.01%	New
3065	IF Ironwood Financial Tucson, Arizona	$56K	$0	3	0.03%	Maintained
3066	CWM Catamount Wealth Management Westport, Connecticut	$43K	-$658K	2	0.03%	Reduced
3067	WCM Wealthcare Capital Management Richmond, Virginia	$36K	+$347	2	0%	Increased
3068	Sageworth Trust Lancaster, Pennsylvania	$31K	$0	1	0.01%	Maintained
3069	HCM Huber Capital Management El Segundo, California	$24K	$0	1	0%	Maintained
3070	LWA Lenox Wealth Advisors New York	$11K	-$67.9K	7	0%	Reduced
3071	AGA Accuvest Global Advisors Provo, Utah	$10K	+$10.4K	2	0.01%	New
3072	PSW Portfolio Strategies (Washington) Tacoma, Washington	$10K	$0	1	0.02%	Maintained
3073	OAJ Ogorek Anthony Joseph Williamsville, New York	$8K	+$8.65K	2	0.01%	New
3074	BI Bramshill Investments Naples, Florida	$2K	-$28.3K	2	0%	Reduced
3075	MIM Macroview Investment Management Bethesda, Maryland	$2K	-$13.9K	1	0.01%	Reduced