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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	PP PDS Planning Dublin, Ohio	$614K	+$84.8K	4	0.46%	Increased
3252	HPC Hobart Private Capital Charlotte, North Carolina	$609K	-$644K	2	0.42%	Reduced
3253	Larson Financial Group St Louis, Missouri	$608K	+$93.7K	15	0.45%	Increased
3254	PSC Prentiss Smith & Co Brattleboro, Vermont	$605K	+$4.71K	1	0.39%	Increased
3255	KFS Kelly Financial Services Braintree, Massachusetts	$600K	-$23.4K	19	0.55%	Reduced
3256	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$600K	$0	2	0.51%	Maintained
3257	FM Family Management New York	$592K	+$321K	1	0.23%	Increased
3258	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$585K	+$74.9K	3	0.22%	Increased
3259	BC Barnett & Company Chattanooga, Tennessee	$583K	-$72.2K	3	0.33%	Reduced
3260	DOA D'Orazio & Associates Falls Church, Virginia	$583K	-$9.98K	12	0.17%	Reduced
3261	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$575K	-$62.6K	2	0.24%	Reduced
3262	Benjamin Edwards Inc Clayton, Missouri	$574K	+$101K	9	1.39%	Increased
3263	CCM Coe Capital Management Highland Park, Illinois	$570K	+$396	1	0.63%	Increased
3264	SFP Shepherd Financial Partners Winchester, Massachusetts	$570K	-$49K	1	0.11%	Reduced
3265	TA Trellis Advisors Ellensburg, Washington	$564K	+$2.86K	1	0.48%	Increased
3266	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$558K	-$8.27M	2	0.2%	Reduced
3267	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$556K	-$211K	1	1.91%	Reduced
3268	NVIM New Vernon Investment Management Highland Park, Illinois	$556K	$0	1	1.1%	Maintained
3269	BIA BHK Investment Advisors Birmingham, Alabama	$550K	-$141K	1	0.31%	Reduced
3270	NFP Narus Financial Partners Salt Lake City, Utah	$543K	+$565K	2	0.42%	New
3271	CHA Cooper/Haims Advisors Victor, New York	$539K	-$681K	2	0.33%	Reduced
3272	WMA Wealth Management Associates Cherry Hill, New Jersey	$538K	+$15.8K	1	0.54%	Increased
3273	Alesco Advisors Pittsford, New York	$537K	+$224K	2	0.03%	Increased
3274	PWM PRW Wealth Management Quincy, Massachusetts	$534K	-$583K	1	0.59%	Reduced
3275	PRC Pearl River Capital Niles, Michigan	$533K	-$1.47M	9	3.4%	Reduced