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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
3401	TCM Towercrest Capital Management Newtown, Pennsylvania	$249K	$0	1	0.08%	Maintained
3402	BW Biegel & Waller Columbia, Maryland	$248K	-$224K	1	0.15%	Reduced
3403	DR Davis Rea Toronto, Ontario, Canada	$248K	$0	1	0.16%	Maintained
3404	AIM Avity Investment Management Greenwich, Connecticut	$245K	-$200K	1	0.03%	Reduced
3405	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$244K	$0	1	0.04%	Maintained
3406	PAG Pinnacle Advisory Group Columbia, Maryland	$244K	-$599K	1	0.02%	Reduced
3407	FWM Foresight Wealth Management Draper, Utah	$241K	+$346K	1	0.26%	New
3408	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$241K	+$23.7K	1	0.21%	Increased
3409	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$241K	-$1.5M	1	2.44%	Reduced
3410	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$240K	$0	1	0.15%	Maintained
3411	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$240K	-$2.78M	1	0.18%	Reduced
3412	BM Brandywine Managers Hockessin, Delaware	$238K	-$691K	1	0.11%	Reduced
3413	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$238K	+$68.1K	1	0.14%	Increased
3414	AIA Allied Investment Advisors Billings, Montana	$237K	-$6.81K	1	0.2%	Reduced
3415	PP Pension Partners New York	$237K	+$222K	1	0.27%	New
3416	QC QCM Cayman Houston, Texas	$233K	+$1.85K	1	0.95%	Increased
3417	FPCM Financial Partners Capital Management New York	$229K	-$258K	1	0.08%	Reduced
3418	BA BCM Advisors Lafayette, Louisiana	$228K	+$7.57K	1	0.12%	Increased
3419	SPM Symmetry Peak Management Radnor, Pennsylvania	$228K	-$5.74M	1	0.14%	Reduced
3420	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$228K	$0	4	0.13%	Maintained
3421	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$227K	+$79.6K	1	0.25%	Increased
3422	TIA Tandem Investment Advisors Charleston, South Carolina	$227K	+$227K	1	0.06%	New
3423	H Hexavest Montreal, Quebec, Canada	$224K	-$9.46M	4	0%	Reduced
3424	HFP Holistic Financial Partners Indianapolis, Indiana	$223K	-$260K	2	0.23%	Reduced
3425	IF Ironwood Financial Tucson, Arizona	$223K	-$41.4K	7	0.13%	Reduced