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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	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$326K	+$308K	6	1.07%	New
3352	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$325K	+$339K	1	0.34%	New
3353	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$323K	-$322K	1	0.23%	Reduced
3354	HFA High Falls Advisors Rochester, New York	$321K	-$226K	1	0.12%	Reduced
3355	S Surevest Los Angeles, California	$318K	+$331K	1	0.25%	New
3356	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$317K	$0	2	0.2%	Maintained
3357	NI Nepsis Inc Minneapolis, Minnesota	$317K	-$10.5M	1	0.21%	Reduced
3358	PM Parametrica Management Wanchai, Hong Kong	$316K	+$90.8K	1	0.39%	Increased
3359	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$315K	-$1.88M	1	0.11%	Reduced
3360	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$315K	+$337K	1	0.36%	New
3361	Alesco Advisors Pittsford, New York	$313K	-$239K	1	0.02%	Reduced
3362	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$312K	+$340K	9	0.5%	New
3363	AWS AJ Wealth Strategies New York	$311K	$0	1	0.06%	Maintained
3364	FWCM First Western Capital Management Los Angeles, California	$311K	-$521K	1	2.82%	Reduced
3365	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$309K	+$31.4K	1	0.39%	Increased
3366	LIA LBMC Investment Advisors Brentwood, Tennessee	$307K	-$58.7K	1	0.06%	Reduced
3367	KLI Kelman-Lazarov Inc Memphis, Tennessee	$306K	-$119K	1	0.19%	Reduced
3368	JWM Janiczek Wealth Management Denver, Colorado	$301K	-$39.1K	6	0.15%	Reduced
3369	TCM TAM Capital Management Stamford, Connecticut	$301K	-$3.59M	1	0.35%	Reduced
3370	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$300K	+$10.5K	1	0.07%	Increased
3371	JF JSF Financial Los Angeles, California	$297K	+$296K	1	0.3%	New
3372	TW Towerpoint Wealth Sacramento, California	$296K	+$20.7K	1	0.24%	Increased
3373	AMG Asset Management Group Stamford, Connecticut	$295K	+$1.56K	1	0.12%	Increased
3374	CJA C-J Advisory San Jose, California	$295K	+$7.44K	7	0.22%	Increased
3375	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$295K	-$13.5K	1	0.2%	Reduced