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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
3351	RPG Risk Paradigm Group Austin, Texas	$78K	-$876K	1	0.15%	Reduced
3352	WCM Wealthcare Capital Management Richmond, Virginia	$75K	+$25.5K	4	0.01%	Increased
3353	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$72K	-$19.2K	3	0.03%	Reduced
3354	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$72K	-$480K	1	0.04%	Reduced
3355	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$71K	-$142K	2	0.05%	Reduced
3356	CH CVI Holdings Wilmington, Delaware	$67K	-$188K	1	0.08%	Reduced
3357	TD Ameritrade Investment Management Omaha, Nebraska	$66K	+$70.5K	13	0%	New
3358	IF Ironwood Financial Tucson, Arizona	$63K	$0	3	0.04%	Maintained
3359	JAM JCIC Asset Management Toronto, Ontario, Canada	$63K	+$10.8K	5	0.02%	Increased
3360	DAL David A. Lorber	$49K	+$46.3K	2	0.11%	New
3361	DWA Divergent Wealth Advisors South Jordan, Utah	$49K	-$2.34K	2	0.02%	Reduced
3362	Magellan Asset Management Sydney, Australia	$48K	$0	1	0%	Maintained
3363	Balentine LLC Atlanta, Georgia	$40K	+$29.4K	3	0%	Increased
3364	TODC Trustees of Dartmouth College Hanover, New Hampshire	$39K	+$22.5K	2	0.05%	Increased
3365	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$32K	-$65.4K	1	2.09%	Reduced
3366	SCM Stumpf Capital Management Scottsdale, Arizona	$30K	$0	2	0.03%	Maintained
3367	CWM Cedar Wealth Management Walnut Creek, California	$27K	+$27.3K	3	0.02%	New
3368	CTC (Chicago Trading Company) Chicago, Illinois	$21.9K	+$22.6K	1	0.04%	New
3369	AIA Arcadia Investment Advisors Eagle, Idaho	$21K	$0	2	0.02%	Maintained
3370	Financial Engines Advisors Santa Clara, California	$19K	+$16.2K	2	0%	Increased
3371	Rothschild & Co Wealth Management (UK) London, United Kingdom	$15K	+$15.4K	1	0%	New
3372	HFP Holistic Financial Partners Indianapolis, Indiana	$12K	-$980K	1	0.01%	Reduced
3373	IAS INR Advisory Services Media, Pennsylvania	$8K	+$8.88K	4	0%	New
3374	NR Newfound Research Wellesley Hills, Massachusetts	$8K	+$1	4	0%	Increased
3375	Tortoise Capital Advisors Overland Park, Kansas	$8K	$0	4	0%	Maintained