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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	FFW Fusion Family Wealth Woodbury, New York	$185K	$0	5	0.05%	Maintained
3327	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$185K	-$16K	6	0.11%	Reduced
3328	VEA Virtus ETF Advisers New York	$185K	+$42.4K	8	0.16%	Increased
3329	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$183K	-$408K	2	0.08%	Reduced
3330	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$177K	-$200K	1	0.25%	Reduced
3331	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$175K	$0	7	0.12%	Maintained
3332	CFG CKW Financial Group Honolulu, Hawaii	$172K	-$11K	4	0.04%	Reduced
3333	IGGA Iron Gate Global Advisors Nsl, Utah	$171K	-$56.6K	3	0.13%	Reduced
3334	PC Pecaut & Co Sioux City, Iowa	$167K	-$64.3K	1	0.12%	Reduced
3335	SCM Symons Capital Management Pittsburgh, Pennsylvania	$167K	+$157K	1	0.06%	New
3336	CX Institutional Auburn, Indiana	$164K	+$172K	7	0.06%	New
3337	HCA Heck Capital Advisors Rhinelander, Wisconsin	$150K	+$152K	1	0.05%	New
3338	MIM Macroview Investment Management Bethesda, Maryland	$149K	+$13.8K	10	0.52%	Increased
3339	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$148K	$0	5	0.1%	Maintained
3340	TCM TD Capital Management Memphis, Tennessee	$147K	+$6.14K	5	0.04%	Increased
3341	ECM EII Capital Management New York	$136K	+$14.6K	1	0.07%	Increased
3342	AWM Avondale Wealth Management West Lake Hills, Texas	$132K	+$52	4	0.11%	Increased
3343	NPP New Potomac Partners Bethesda, Maryland	$119K	$0	2	0.11%	Maintained
3344	GWA Guidant Wealth Advisors Palatine, Illinois	$117K	-$1.89K	5	0.05%	Reduced
3345	HS Horan Securities Cincinnati, United States	$115K	+$21.1K	5	0.11%	Increased
3346	LWA Lowe Wealth Advisors Columbia, Maryland	$105K	-$3.63K	13	0.07%	Reduced
3347	ACR Alpine Capital Research St. Louis, Missouri	$99K	+$266	1	0.01%	Increased
3348	BAMG Brand Asset Management Group Chesterfield, Missouri	$97K	+$102K	2	0.07%	New
3349	NC NewSquare Capital Newtown Square, Pennsylvania	$97K	-$1.84M	5	0.02%	Reduced
3350	OAJ Ogorek Anthony Joseph Williamsville, New York	$86K	+$8.51K	5	0.07%	Increased