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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	JAFL Jay A. Fishman Ltd Troy, Michigan	$997K	-$2.25M	2	0.19%	Reduced
3127	GWM GSB Wealth Management Guilford, Connecticut	$994K	-$109K	3	5.19%	Reduced
3128	BF Blankinship & Foster Solana Beach, California	$987K	+$146	2	0.6%	Increased
3129	NFG Nadler Financial Group Deerfield, Illinois	$983K	-$146K	2	0.28%	Reduced
3130	ACM AlphaStar Capital Management Cornelius, North Carolina	$981K	-$266K	3	0.25%	Reduced
3131	BP Banbury Partners Charlotte, North Carolina	$981K	-$13M	1	0.32%	Reduced
3132	DII Domini Impact Investments New York	$977K	-$125K	2	13.55%	Reduced
3133	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$976K	+$937K	1	0.34%	New
3134	NorthRock Partners Minneapolis, Minnesota	$975K	+$267K	1	0.28%	Increased
3135	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$970K	-$4.26K	6	0.57%	Reduced
3136	FWSM First Wilshire Securities Management Pasadena, California	$953K	-$2.55M	1	0.38%	Reduced
3137	MA MONECO Advisors Fairfield, Connecticut	$951K	+$226K	3	0.76%	Increased
3138	CA Centerpoint Advisors Needham, Massachusetts	$948K	+$9.7K	9	0.76%	Increased
3139	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$937K	+$195K	16	0.58%	Increased
3140	ECAM East Coast Asset Management Essex, Massachusetts	$937K	+$4.62K	1	0.25%	Increased
3141	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$935K	+$1.01M	1	0.28%	New
3142	BFPW BOK Financial Private Wealth Denver, Colorado	$934K	+$63.8K	4	0.14%	Increased
3143	Equity Investment Corp Atlanta, Georgia	$932K	-$57.6M	3	0.03%	Reduced
3144	Truepoint Inc Cincinnati, Ohio	$930K	-$85.3K	2	0.08%	Reduced
3145	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$929K	+$54.5K	4	0.38%	Increased
3146	GC Gilbert & Cook West Des Moines, Iowa	$926K	+$243K	3	0.27%	Increased
3147	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$922K	+$53.5K	12	0.23%	Increased
3148	SCI Stableford Capital II Scottsdale, Arizona	$922K	-$615K	3	0.9%	Reduced
3149	DIM DC Investments Management Mclean, Virginia	$917K	+$340K	3	0.51%	Increased
3150	AAC Acorn Advisory Capital New York	$914K	+$895K	1	1.2%	New