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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
3326	AWM Avondale Wealth Management West Lake Hills, Texas	$142K	+$141K	5	0.12%	New
3327	TCM TD Capital Management Memphis, Tennessee	$140K	+$10.1K	5	0.04%	Increased
3328	GWA Guidant Wealth Advisors Palatine, Illinois	$133K	-$63.6K	4	0.06%	Reduced
3329	HS Horan Securities Cincinnati, United States	$133K	-$15.3K	7	0.12%	Reduced
3330	AJ Ashburton (Jersey) St Helier, Jersey	$128K	+$42.6K	2	0.05%	Increased
3331	AFIA America First Investment Advisors Omaha, Nebraska	$127K	-$112K	5	0.04%	Reduced
3332	TI Turner Investments Berwyn, Pennsylvania	$122K	-$1.24M	3	9.53%	Reduced
3333	VEA Virtus ETF Advisers New York	$119K	+$121K	6	0.15%	New
3334	LWA Lowe Wealth Advisors Columbia, Maryland	$112K	-$11.5K	11	0.07%	Reduced
3335	Hershey Trust Company Hershey, Pennsylvania	$111K	+$128K	1	0%	New
3336	AIA Arcadia Investment Advisors Eagle, Idaho	$107K	+$153K	3	0.09%	New
3337	ACR Alpine Capital Research St. Louis, Missouri	$96K	-$80.7M	1	0.01%	Reduced
3338	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$92K	-$219K	4	0.03%	Reduced
3339	FI FCM Investments Dallas, Texas	$88K	$0	1	0.13%	Maintained
3340	PS Portfolio Solutions Royal Oak, Michigan	$81K	-$4.39K	8	0.01%	Reduced
3341	UMA USA Mutuals Advisors Dallas, Texas	$81K	+$79.6K	1	0.04%	New
3342	IF Ironwood Financial Tucson, Arizona	$66K	$0	3	0.04%	Maintained
3343	DAL David A. Lorber	$64K	-$24.7K	1	0.17%	Reduced
3344	Sageworth Trust Lancaster, Pennsylvania	$56K	+$21.8K	7	0.01%	Increased
3345	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$54K	+$49.6K	2	0.03%	New
3346	OAJ Ogorek Anthony Joseph Williamsville, New York	$50K	+$43.1K	5	0.04%	Increased
3347	Magellan Asset Management Sydney, Australia	$47K	-$92K	2	0%	Reduced
3348	SCM Stumpf Capital Management Scottsdale, Arizona	$41K	+$39.7K	1	0.04%	New
3349	Financial Engines Advisors Santa Clara, California	$36K	-$214K	9	0%	Reduced
3350	JAM JCIC Asset Management Toronto, Ontario, Canada	$27K	+$27.2K	1	0.01%	New