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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	UIA UBP Investment Advisors Geneva, Switzerland	$258K	$0	1	0.25%	Maintained
3252	BJ Brouwer & Janachowski Mill Valley, California	$255K	-$11.2K	1	0.05%	Reduced
3253	ACR Alpine Capital Research St. Louis, Missouri	$251K	+$161K	1	0.01%	Increased
3254	NF Nikulski Financial Bettendorf, Iowa	$250K	+$62K	1	0.23%	Increased
3255	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$250K	+$6.66K	4	0.11%	Increased
3256	TIM Total Investment Management Scottsdale, Arizona	$248K	+$146	1	0.05%	Increased
3257	CF Corrigan Financial Middletown, Rhode Island	$247K	-$3.41K	1	0.18%	Reduced
3258	RWA RGT Wealth Advisors Dallas, Texas	$246K	+$33.8K	1	0.83%	Increased
3259	SGS Sterling Global Strategies Carlsbad, California	$245K	+$223K	1	1.07%	New
3260	KAM Kazazian Asset Management Fort Lauderdale, Florida	$244K	-$135K	1	0.23%	Reduced
3261	DFIG Dragon Financial & Investment Group San Mateo, California	$243K	-$325K	1	0.28%	Reduced
3262	NEPPG New England Professional Planning Group Westerly, Rhode Island	$242K	$0	1	0.28%	Maintained
3263	QC QCM Cayman Houston, Texas	$241K	-$1.59M	1	0.79%	Reduced
3264	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$240K	-$58.7K	1	0%	Reduced
3265	AWMG Alliance Wealth Management Group Flemington, New Jersey	$239K	$0	1	0.13%	Maintained
3266	BFPW BOK Financial Private Wealth Denver, Colorado	$239K	-$14.6K	1	0.04%	Reduced
3267	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$239K	-$19.5K	1	0.23%	Reduced
3268	PM Parametrica Management Wanchai, Hong Kong	$238K	-$423K	1	0.52%	Reduced
3269	ICA Infrastructure Capital Advisors New York	$237K	-$29.2K	1	0.02%	Reduced
3270	CCM CWH Capital Management Spokane, Washington	$236K	$0	1	0.11%	Maintained
3271	RBC Roble Belko & Company Sewickley, Pennsylvania	$236K	$0	11	0.09%	Maintained
3272	MAS Managed Account Services Coconut Grove, Florida	$234K	+$236K	1	0.15%	New
3273	LPC Loeb Partners Corp New York	$230K	-$1.29M	1	0.08%	Reduced
3274	ECM Engine Capital Management New York	$227K	$0	1	0.21%	Maintained
3275	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$227K	+$155K	8	0.15%	Increased