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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
3251	AIA Allied Investment Advisors Billings, Montana	$303K	+$296K	1	0.26%	New
3252	NP Ninepoint Partners Toronto, Ontario, Canada	$303K	-$28.6K	1	0.02%	Reduced
3253	BW Biegel & Waller Columbia, Maryland	$301K	$0	1	0.17%	Maintained
3254	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$301K	$0	1	0.05%	Maintained
3255	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$301K	-$38.7K	1	0.16%	Reduced
3256	AMG Asset Management Group Stamford, Connecticut	$300K	+$1.59K	1	0.11%	Increased
3257	FFG Ford Financial Group Fresno, California	$299K	+$292K	15	0.23%	New
3258	VAM Verity Asset Management Durham, North Carolina	$294K	-$19.5K	1	0.22%	Reduced
3259	PA Parkside Advisors Berkeley, California	$292K	$0	1	0.21%	Maintained
3260	GC Gibson Capital Wexford, Pennsylvania	$291K	$0	1	0.1%	Maintained
3261	SSA South Street Advisors New York	$290K	$0	1	0.09%	Maintained
3262	WAG Winthrop Advisory Group Boston, Massachusetts	$289K	+$298K	1	0.21%	New
3263	HPC Hobart Private Capital Charlotte, North Carolina	$286K	+$273K	1	0.25%	New
3264	Pathstone Family Office Englewood, New Jersey	$283K	-$18.3K	8	0.16%	Reduced
3265	CCM Colorado Capital Management Boulder, Colorado	$280K	+$34.7K	1	0.2%	Increased
3266	SC Solstein Capital Menlo Park, California	$279K	+$271K	1	1.48%	New
3267	VFP Verus Financial Partners Richmond, Virginia	$278K	+$272K	1	0.1%	New
3268	ACM Academy Capital Management Waco, Texas	$277K	$0	1	0.08%	Maintained
3269	WAM Watermark Asset Management San Ramon, California	$277K	-$31.4K	8	0.12%	Reduced
3270	PW Price Wealth Austin, Texas	$275K	+$278K	12	0.18%	New
3271	DA Doliver Advisors Houston, Texas	$271K	+$13.4K	1	0.11%	Increased
3272	MRI Mad River Investors Boston, Massachusetts	$270K	$0	1	0.3%	Maintained
3273	AIP Almanack Investment Partners Wayne, Pennsylvania	$268K	+$16.6K	2	0.11%	Increased
3274	AWMG Alliance Wealth Management Group Flemington, New Jersey	$267K	-$261K	1	0.13%	Reduced
3275	DK Darrell & King Charlottesville, Virginia	$267K	-$8.73K	1	0.04%	Reduced