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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	SCA Strategic Capital Advisers Denver, Colorado	$368K	+$166	1	0.4%	Increased
3327	W WealthOne Albany, New York	$366K	+$387K	15	0.32%	New
3328	CFIA Cantor Fitzgerald Investment Advisors New York	$365K	-$32.7K	1	0.06%	Reduced
3329	CFA Clarfeld Financial Advisors Tarrytown, New York	$365K	+$383K	18	0.3%	New
3330	PWP Personal Wealth Partners Bloomington, Minnesota	$364K	+$379K	1	0.23%	New
3331	LFG LifePlan Financial Group Dayton, Ohio	$362K	+$69.3K	8	0.23%	Increased
3332	BCM Brown Capital Management Baltimore, Maryland	$359K	$0	1	0%	Maintained
3333	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$359K	+$14.3K	1	0.33%	Increased
3334	RWM Raffa Wealth Management Washington, District of Columbia	$359K	-$6.02K	25	0.14%	Reduced
3335	TI TTP Investments San Jose, California	$357K	-$6.51K	1	3.03%	Reduced
3336	MGIA Matthew Goff Investment Advisor Houston, Texas	$356K	-$27.7K	1	0.18%	Reduced
3337	B Bridgeworth Birmingham, Alabama	$355K	-$223K	1	0.2%	Reduced
3338	SGS Sterling Global Strategies Carlsbad, California	$355K	+$173K	8	1.8%	Increased
3339	AIA Arrow Investment Advisors Laurel, Maryland	$354K	-$38.4K	1	0.14%	Reduced
3340	PWAC Private Wealth Advisors (California) Fresno, California	$353K	+$349K	2	0.29%	New
3341	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$351K	+$366K	1	0.38%	New
3342	PIP Peachtree Investment Partners Indian River Shores,, Florida	$344K	+$352K	1	0.39%	New
3343	FMP Financial Management Professionals Austin, Texas	$343K	-$34.3K	9	0.21%	Reduced
3344	CFA Camarda Financial Advisors Fleming Island, Florida	$338K	-$1.57M	6	0.4%	Reduced
3345	PFA Pathway Financial Advisors South Burlington, Vermont	$338K	$0	1	0.19%	Maintained
3346	World Investment Advisors Santa Barbara, California	$336K	+$288K	1	0.15%	New
3347	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$335K	+$339K	1	0.25%	New
3348	VAM Verity Asset Management Durham, North Carolina	$331K	-$311K	1	0.44%	Reduced
3349	ML McAdam LLC Philadelphia, Pennsylvania	$328K	-$324K	1	0.13%	Reduced
3350	SG Strid Group Newtown Square, Pennsylvania	$327K	$0	1	0.13%	Maintained