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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	TC Trilogy Capital Irvine, California	$386K	$0	1	0.04%	Maintained
3327	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$383K	+$2.38K	1	0.06%	Increased
3328	BRC Bell Rock Capital Rehoboth Beach, Delaware	$374K	-$2.22M	7	0.33%	Reduced
3329	PWAC Private Wealth Advisors (California) Fresno, California	$373K	$0	2	0.25%	Maintained
3330	FMP Financial Management Professionals Austin, Texas	$367K	+$36.7K	11	0.14%	Increased
3331	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$364K	+$61.6K	6	1.03%	Increased
3332	MGIA Matthew Goff Investment Advisor Houston, Texas	$363K	+$198	1	0.16%	Increased
3333	NC NewSquare Capital Newtown Square, Pennsylvania	$363K	+$161K	6	0.07%	Increased
3334	PVAM Pacific View Asset Management San Francisco, California	$359K	+$84.9K	1	0.39%	Increased
3335	Country Trust Bank Bloomington, Illinois	$354K	-$36.1M	7	0.02%	Reduced
3336	TCM TD Capital Management Memphis, Tennessee	$354K	+$157K	9	0.07%	Increased
3337	JWM Janiczek Wealth Management Denver, Colorado	$352K	-$37.1K	5	0.16%	Reduced
3338	CWM Capital Wealth Management W. Warwick, Rhode Island	$348K	$0	1	0.35%	Maintained
3339	BCM Bronte Capital Management Bondi Junction, Australia	$347K	+$346K	1	0.12%	New
3340	Tenor Capital Management New York	$342K	+$339K	1	0.02%	New
3341	FWM Foresight Wealth Management Draper, Utah	$340K	-$1.49K	1	0.26%	Reduced
3342	Summit Trail Advisors New York	$340K	$0	1	0.15%	Maintained
3343	Sageworth Trust Lancaster, Pennsylvania	$339K	-$128K	6	0.04%	Reduced
3344	SLT St Louis Trust Saint Louis, Missouri	$338K	$0	1	0.11%	Maintained
3345	APC Aspire Private Capital Cornelius, North Carolina	$336K	-$451K	19	0.16%	Reduced
3346	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$336K	+$111K	1	0.26%	Increased
3347	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$335K	-$36K	4	0.1%	Reduced
3348	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$335K	$0	1	0.3%	Maintained
3349	BM Brandywine Managers Hockessin, Delaware	$330K	$0	1	0.12%	Maintained
3350	ML McAdam LLC Philadelphia, Pennsylvania	$325K	-$4.21K	1	0.1%	Reduced