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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
3226	JC Jentner Corp Akron, Ohio	$298K	-$6.58K	1	0.25%	Reduced
3227	CJA C-J Advisory San Jose, California	$295K	+$9.49K	6	0.2%	Increased
3228	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$292K	+$4.62K	1	0.06%	Increased
3229	DPA Delphi Private Advisors San Diego, California	$287K	$0	4	0.98%	Maintained
3230	BWA BlueSky Wealth Advisors New Bern, North Carolina	$286K	-$104K	1	0.11%	Reduced
3231	CW Cabot-Wellington Boston, Massachusetts	$284K	$0	1	0.18%	Maintained
3232	IF Ironwood Financial Tucson, Arizona	$281K	+$216K	9	0.15%	Increased
3233	ESBC E.S. Barr & Co Lexington, Kentucky	$280K	-$1.21K	1	0.03%	Reduced
3234	Larson Financial Group St Louis, Missouri	$280K	+$260	1	0.32%	Increased
3235	PA Parkside Advisors Berkeley, California	$278K	$0	1	0.19%	Maintained
3236	TW Towerpoint Wealth Sacramento, California	$278K	+$537K	1	0.23%	Increased
3237	DR Davis Rea Toronto, Ontario, Canada	$274K	$0	1	0.16%	Maintained
3238	TCM Towercrest Capital Management Newtown, Pennsylvania	$273K	+$36.2K	1	0.08%	Increased
3239	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$270K	$0	1	0.04%	Maintained
3240	AIA Allied Investment Advisors Billings, Montana	$269K	-$12.4K	1	0.2%	Reduced
3241	Alphadyne Asset Management New York	$268K	+$248K	1	0.13%	New
3242	ACM Avalon Capital Management Port Of Redwood City, California	$266K	-$18.9K	1	0.24%	Reduced
3243	ACM Academy Capital Management Waco, Texas	$265K	+$7.83K	1	0.07%	Increased
3244	CCM Colorado Capital Management Boulder, Colorado	$265K	-$28.8K	1	0.19%	Reduced
3245	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$265K	$0	1	0.15%	Maintained
3246	EWG Executive Wealth Group Kirkland, Washington	$264K	+$633	1	0.22%	Increased
3247	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$262K	+$292	5	0.12%	Increased
3248	I INVST Indianapolis, Indiana	$262K	+$5.98K	1	0.13%	Increased
3249	GC Gibson Capital Wexford, Pennsylvania	$261K	$0	1	0.09%	Maintained
3250	OMC Oasis Management Company Grand Cayman, Cayman Islands	$261K	+$237K	1	0.38%	New