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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
3126	CPC Congress Park Capital Saratoga Springs, New York	$904K	-$15.2K	1	1%	Reduced
3127	MAP Milestone Advisory Partners Southern Pines, North Carolina	$903K	-$1.71M	1	0.78%	Reduced
3128	JLBC J.L. Bainbridge & Co Sarasota, Florida	$902K	-$303K	2	0.16%	Reduced
3129	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$901K	-$215K	1	1.03%	Reduced
3130	VCP Vista Capital Partners Portland, Oregon	$899K	-$576K	1	0.21%	Reduced
3131	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$893K	+$893K	3	0.76%	New
3132	SCA Sippican Capital Advisors Boston, Massachusetts	$893K	+$14K	2	1.21%	Increased
3133	WCWM Willow Creek Wealth Management Sebastopol, California	$892K	+$9.11K	3	0.47%	Increased
3134	FWM Fairhaven Wealth Management Oak Brook, Illinois	$882K	+$871K	3	0.87%	New
3135	GI Gavea Investimentos Rj, Brazil	$882K	+$941K	1	0.66%	New
3136	PWM PRW Wealth Management Quincy, Massachusetts	$880K	+$1.01M	23	1.09%	New
3137	FSC Full Sail Capital Oklahoma City, Oklahoma	$879K	+$911K	2	0.43%	New
3138	SHJ Sharkey, Howes & Javer Denver, Colorado	$877K	+$6.38K	7	0.57%	Increased
3139	BCWM Blue Chip Wealth Management Miami Beach, Florida	$875K	-$721K	3	1.15%	Reduced
3140	ARG Advisory Resource Group Tulsa, Oklahoma	$872K	+$918K	1	0.54%	New
3141	PL Parkwood LLC Cleveland, Ohio	$872K	+$510K	2	0.2%	Increased
3142	JGC J. Goldman & Co New York	$868K	-$22.7M	1	0.07%	Reduced
3143	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$867K	-$19.1K	2	0.43%	Reduced
3144	SFA Stewardship Financial Advisors Stockbridge, Georgia	$865K	+$3.98K	1	0.44%	Increased
3145	VCM Vision Capital Management Portland, Oregon	$864K	-$1.64M	2	0.27%	Reduced
3146	KA Kerrisdale Advisers Miami, Florida	$863K	-$7.65K	1	0.53%	Reduced
3147	Peconic Partners New York	$861K	+$57.4K	3	0.21%	Increased
3148	EWA Evolution Wealth Advisors Aventura, Florida	$859K	+$949K	8	0.39%	New
3149	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$857K	-$635K	1	0.71%	Reduced
3150	SMM Stadion Money Management Watkinsville, Georgia	$849K	-$89.7K	4	0.04%	Reduced