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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	IDA Intelligence Driven Advisers Carlsbad, California	$613K	+$645K	2	0.39%	New
3227	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$613K	+$22.1K	1	0.61%	Increased
3228	GSC G&S Capital Denver, Colorado	$609K	-$697K	4	0.55%	Reduced
3229	LC Lincoln Capital Lincoln, Nebraska	$606K	-$26.2K	2	0.33%	Reduced
3230	TFF The Family Firm Bethesda, Maryland	$602K	-$230K	2	0.24%	Reduced
3231	MF Manchester Financial Westlake Village, California	$599K	+$598K	1	0.32%	New
3232	KAM Kassirer Asset Management Toronto, Ontario, Canada	$594K	$0	1	0.54%	Maintained
3233	PI PHH Investments Addison, Texas	$593K	-$238K	1	0.19%	Reduced
3234	TD Ameritrade Investment Management Omaha, Nebraska	$591K	+$217K	17	0.01%	Increased
3235	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$588K	+$844K	1	0.73%	New
3236	PV Private Vista Chicago, Illinois	$588K	-$241K	2	0.14%	Reduced
3237	EWA ERTS Wealth Advisors Marquette, Michigan	$585K	+$588K	7	0.42%	New
3238	FM Family Management New York	$585K	-$2.46M	1	0.25%	Reduced
3239	AWW Alan W. Weber	$582K	$0	2	0.29%	Maintained
3240	WP WealthShield Partners Cary, North Carolina	$580K	+$260K	2	0.4%	Increased
3241	HA Havens Advisors New York	$579K	-$7.72M	1	0.54%	Reduced
3242	CPA Columbia Pacific Advisors Seattle, Washington	$575K	-$1.69M	1	1.19%	Reduced
3243	TCB Texas Capital Bancshares Dallas, Texas	$572K	+$27.1K	2	1.3%	Increased
3244	LPWM Lake Point Wealth Management Rockwall, Texas	$570K	+$571K	16	0.21%	New
3245	PAA Peregrine Asset Advisers Portland, Oregon	$570K	-$3.43M	2	0.74%	Reduced
3246	GC Gilbert & Cook West Des Moines, Iowa	$566K	-$176K	2	0.2%	Reduced
3247	Apollon Wealth Management Mount Pleasant, South Carolina	$559K	+$744K	1	0.52%	New
3248	PSC Prentiss Smith & Co Brattleboro, Vermont	$557K	-$251K	1	0.35%	Reduced
3249	CPP Crow Point Partners Boston, Massachusetts	$553K	-$254K	2	0.1%	Reduced
3250	SFC SYM Financial Corp Winona Lake, Indiana	$550K	-$247K	2	0.22%	Reduced