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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	CL CIM LLC Albany, New York	$1.02M	+$11.5K	1	0.32%	Increased
3352	Tortoise Investment Management White Plains, New York	$1.02M	-$3.28K	20	0.24%	Reduced
3353	PRWA Platte River Wealth Advisors Louisville, Colorado	$1.02M	+$984K	2	0.54%	New
3354	PBT Pictet Bank & Trust Nassau, Bahamas	$1.02M	$0	1	0.38%	Maintained
3355	SWMG Strategic Wealth Management Group Fulton, Maryland	$1.02M	+$43.8K	2	0.66%	Increased
3356	Summit Wealth Partners Orlando, Florida	$1M	+$952K	3	0.35%	New
3357	CWA Capital Wealth Alliance Scottsdale, Arizona	$1M	+$929K	18	0.83%	New
3358	Stamos Capital Partners Menlo Park, California	$999K	-$464K	1	0.81%	Reduced
3359	GJL Gendell Jeffrey L	$994K	+$941K	1	0.13%	New
3360	OFW Omnia Family Wealth Aventura, Florida	$994K	$0	1	0.46%	Maintained
3361	Overbrook Management Corp New York	$993K	$0	1	0.3%	Maintained
3362	TWM Titus Wealth Management Larskpur, California	$988K	+$428K	3	0.99%	Increased
3363	PFU Parus Finance (UK) London, United Kingdom	$986K	-$1.02M	1	0.5%	Reduced
3364	TLP Trinity Legacy Partners Houston, Texas	$985K	+$571K	3	0.46%	Increased
3365	BCM Beddow Capital Management Jackson, Wyoming	$979K	+$37.7K	1	0.61%	Increased
3366	Chatham Capital Group Savannah, Georgia	$979K	-$16.8K	1	0.24%	Reduced
3367	PIA Pinion Investment Advisors Wichita, Kansas	$974K	-$19.8K	2	1.81%	Reduced
3368	FAM Flaharty Asset Management Clearwater, Florida	$973K	-$106K	2	0.34%	Reduced
3369	IDA Intelligence Driven Advisers Carlsbad, California	$971K	+$229K	3	0.44%	Increased
3370	CA Centerpoint Advisors Needham, Massachusetts	$961K	-$47.4K	9	0.71%	Reduced
3371	KAM Karani Asset Management New York	$958K	+$885K	2	0.89%	New
3372	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$957K	+$33.7K	2	0.27%	Increased
3373	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$955K	+$884K	2	0.93%	New
3374	ECAM East Coast Asset Management Essex, Massachusetts	$954K	$0	1	0.27%	Maintained
3375	Steigerwald Gordon & Koch Leesburg, Virginia	$953K	+$401K	2	0.22%	Increased