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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	SCM Symons Capital Management Pittsburgh, Pennsylvania	$175K	-$4.59K	1	0.06%	Reduced
3302	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$169K	$0	7	0.11%	Maintained
3303	CIR Clear Investment Research Alpharetta, Georgia	$168K	+$162K	22	0.24%	Increased
3304	MIM Macroview Investment Management Bethesda, Maryland	$164K	-$3.45K	10	0.51%	Reduced
3305	GWA Guidant Wealth Advisors Palatine, Illinois	$157K	+$16.4K	6	0.07%	Increased
3306	TCM TD Capital Management Memphis, Tennessee	$154K	+$4.82K	5	0.04%	Increased
3307	OAJ Ogorek Anthony Joseph Williamsville, New York	$153K	+$57.9K	5	0.11%	Increased
3308	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$149K	-$20.4K	1	0.14%	Reduced
3309	VEA Virtus ETF Advisers New York	$140K	-$37.9K	6	0.01%	Reduced
3310	ECM EII Capital Management New York	$130K	$0	1	0.07%	Maintained
3311	BAMG Brand Asset Management Group Chesterfield, Missouri	$128K	+$30.3K	3	0.09%	Increased
3312	HCM Horan Capital Management Hunt Valley, Maryland	$128K	-$7.95M	1	0.02%	Reduced
3313	NC NewSquare Capital Newtown Square, Pennsylvania	$126K	+$12K	6	0.02%	Increased
3314	AWM Avondale Wealth Management West Lake Hills, Texas	$120K	$0	4	0.11%	Maintained
3315	LWA Lowe Wealth Advisors Columbia, Maryland	$110K	+$5.36K	14	0.07%	Increased
3316	HH HWG Holdings Houston, Texas	$101K	-$1.06M	1	0.07%	Reduced
3317	LBG Lloyds Banking Group London, United Kingdom	$101K	-$107K	2	1.23%	Reduced
3318	JAM JCIC Asset Management Toronto, Ontario, Canada	$100K	+$28.4K	5	0.03%	Increased
3319	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$85K	$0	1	0.03%	Maintained
3320	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$81K	-$567	4	0.03%	Reduced
3321	WCM Wealthcare Capital Management Richmond, Virginia	$78K	$0	4	0.01%	Maintained
3322	SWM Selective Wealth Management Forest, Virginia	$73K	+$75.7K	5	0.87%	New
3323	HS Horan Securities Cincinnati, United States	$72K	-$27K	4	0.07%	Reduced
3324	BI Bramshill Investments Naples, Florida	$63K	+$58.5K	4	0.02%	New
3325	FFW Fusion Family Wealth Woodbury, New York	$63K	-$121K	3	0.02%	Reduced