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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
3301	JLBC J.L. Bainbridge & Co Sarasota, Florida	$231K	+$239K	1	0.03%	New
3302	AIA Arbor Investment Advisors Winston Salem, North Carolina	$230K	$0	1	0.09%	Maintained
3303	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$230K	+$106	1	0.2%	Increased
3304	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$230K	$0	3	0.1%	Maintained
3305	BM Brandywine Managers Hockessin, Delaware	$226K	-$426K	1	0.09%	Reduced
3306	DSN D. Scott Neal Lexington, Kentucky	$224K	-$285K	2	0.13%	Reduced
3307	RC RBO & Co Saint Helena, California	$224K	+$239K	1	0.06%	New
3308	RWA RGT Wealth Advisors Dallas, Texas	$224K	-$2.57M	1	0.72%	Reduced
3309	AWMG Alliance Wealth Management Group Flemington, New Jersey	$223K	$0	1	0.13%	Maintained
3310	FIG FundX Investment Group San Francisco, California	$223K	-$11.4M	1	0.11%	Reduced
3311	LYV Live Your Vision West Conshohocken, Pennsylvania	$223K	+$78K	5	0.07%	Increased
3312	TCM Towercrest Capital Management Newtown, Pennsylvania	$223K	+$231K	1	0.07%	New
3313	Sageworth Trust Lancaster, Pennsylvania	$222K	+$139K	4	0.03%	Increased
3314	CCM CWH Capital Management Spokane, Washington	$220K	+$229K	1	0.1%	New
3315	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$219K	+$225K	1	0.21%	New
3316	NCM New Capital Management Houston, Texas	$218K	+$2.72K	3	0.39%	Increased
3317	WAM Watermark Asset Management San Ramon, California	$215K	-$22.3K	8	0.09%	Reduced
3318	Lockheed Martin Investment Management Bethesda, Maryland	$212K	-$2.71M	1	0.01%	Reduced
3319	I INVST Indianapolis, Indiana	$209K	+$214K	1	0.12%	New
3320	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$209K	+$28.9K	1	0.12%	Increased
3321	SCA Stillwater Capital Advisors Devon, Pennsylvania	$209K	+$214K	1	0.05%	New
3322	LBG Lloyds Banking Group London, United Kingdom	$206K	-$31.1K	2	1.7%	Reduced
3323	PCM Peak Capital Management Greenwood Village, Colorado	$202K	+$195K	3	0.12%	Increased
3324	CAL Capital Advisors Ltd Shaker Heights, Ohio	$193K	$0	4	0.06%	Maintained
3325	Hershey Trust Company Hershey, Pennsylvania	$192K	$0	1	0%	Maintained