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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
3151	LC Landaas & Company Milwaukee, Wisconsin	$846K	+$7.02K	2	0.7%	Increased
3152	HPC Hobart Private Capital Charlotte, North Carolina	$841K	-$456K	3	0.72%	Reduced
3153	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$840K	+$1.1M	2	0.49%	New
3154	SP SWS Partners Columbus, Ohio	$837K	-$127K	3	0.63%	Reduced
3155	MFS Monetta Financial Services Wheaton, Illinois	$831K	+$973K	1	0.65%	New
3156	PO Private Ocean San Rafael, California	$827K	+$180K	11	0.23%	Increased
3157	Valmark Advisers Akron, Ohio	$826K	+$18.2K	3	0.02%	Increased
3158	SWMG Strategic Wealth Management Group Fulton, Maryland	$822K	+$846K	2	0.79%	New
3159	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$821K	+$28.7K	2	0.38%	Increased
3160	CAM Concorde Asset Management Ann Arbor, Michigan	$812K	+$674K	3	0.69%	Increased
3161	IM Islet Management New York	$812K	+$933K	1	0.13%	New
3162	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$802K	+$332K	3	1.24%	Increased
3163	NIM Nicollet Investment Management Minneapolis, Minnesota	$794K	+$3.66K	2	0.63%	Increased
3164	BF Blankinship & Foster Solana Beach, California	$791K	+$121	2	0.53%	Increased
3165	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$789K	+$795K	2	0.77%	New
3166	WCM Weatherstone Capital Management Denver, Colorado	$784K	-$830K	2	0.19%	Reduced
3167	CCG Chatham Capital Group Savannah, Georgia	$783K	+$4.59K	1	0.22%	Increased
3168	OGC One68 Global Capital New York	$780K	+$790K	1	3.57%	New
3169	WCM WealthBridge Capital Management Westerville, Ohio	$777K	+$856K	38	0.59%	New
3170	OMC Overbrook Management Corp New York	$775K	-$13.8M	1	0.18%	Reduced
3171	Merit Financial Group Alpharetta, Georgia	$771K	+$2K	2	0.12%	Increased
3172	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$766K	-$141K	11	0.2%	Reduced
3173	CA Centerpoint Advisors Needham, Massachusetts	$764K	-$20.4K	9	0.72%	Reduced
3174	ZIG Zuckerman Investment Group Chicago, Illinois	$762K	$0	1	0.21%	Maintained
3175	SA SRH Advisors Salina, Kansas	$756K	+$12.8K	7	2.89%	Increased