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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
3276	TIM Total Investment Management Scottsdale, Arizona	$261K	+$106	1	0.06%	Increased
3277	DPA Delphi Private Advisors San Diego, California	$258K	-$16.7K	4	0.86%	Reduced
3278	KCM Karp Capital Management Sausalito, California	$257K	-$3.98M	1	0.1%	Reduced
3279	DR Davis Rea Toronto, Ontario, Canada	$256K	$0	1	0.17%	Maintained
3280	OA Opes Advisors Cupertino, California	$256K	+$243K	1	0.19%	New
3281	RBC Roble Belko & Company Sewickley, Pennsylvania	$254K	-$153K	11	0.1%	Reduced
3282	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$252K	$0	1	0.04%	Maintained
3283	BJ Brouwer & Janachowski Mill Valley, California	$249K	$0	1	0.05%	Maintained
3284	NEPPG New England Professional Planning Group Westerly, Rhode Island	$249K	$0	1	0.32%	Maintained
3285	NP Ninepoint Partners Toronto, Ontario, Canada	$248K	$0	1	0.03%	Maintained
3286	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$247K	$0	1	0.14%	Maintained
3287	AIM Avity Investment Management Greenwich, Connecticut	$245K	-$210K	1	0.03%	Reduced
3288	ACM Avalon Capital Management Port Of Redwood City, California	$243K	$0	1	0.24%	Maintained
3289	GC Gibson Capital Wexford, Pennsylvania	$243K	$0	1	0.09%	Maintained
3290	TW Towerpoint Wealth Sacramento, California	$243K	$0	1	0.23%	Maintained
3291	NF Nikulski Financial Bettendorf, Iowa	$242K	+$270K	1	0.22%	New
3292	Pathstone Family Office Englewood, New Jersey	$239K	-$268K	3	0.18%	Reduced
3293	Allstate Corporation Northbrook, Illinois	$238K	+$254K	1	0.01%	New
3294	JC Jentner Corp Akron, Ohio	$238K	-$5.58K	1	0.2%	Reduced
3295	DK Darrell & King Charlottesville, Virginia	$236K	+$11.2K	1	0.03%	Increased
3296	Larson Financial Group St Louis, Missouri	$236K	+$242K	1	0.27%	New
3297	AFIA America First Investment Advisors Omaha, Nebraska	$234K	+$118K	4	0.08%	Increased
3298	CCM Crabel Capital Management Los Angeles, California	$233K	+$231K	1	0.13%	New
3299	LCH Lee Capital Holdings New York	$233K	+$249K	1	0.16%	New
3300	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$232K	-$32.7K	5	0.11%	Reduced