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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	BWM Brickley Wealth Management San Mateo, California	$245K	+$254K	1	0.1%	New
3402	GC Gibson Capital Wexford, Pennsylvania	$245K	$0	1	0.09%	Maintained
3403	TLP Trinity Legacy Partners Houston, Texas	$244K	-$1.25M	1	0.17%	Reduced
3404	CCM Canal Capital Management Richmond, Virginia	$243K	-$16.2K	1	0.15%	Reduced
3405	ACM Academy Capital Management Waco, Texas	$242K	$0	1	0.05%	Maintained
3406	NS NewDay Solutions Hampton, New Hampshire	$242K	+$225K	1	0.18%	New
3407	CWM CCG Wealth Management San Diego, California	$239K	+$24.1K	1	0.17%	Increased
3408	SRCM Swift Run Capital Management Charlottesville, Virginia	$239K	$0	1	0.22%	Maintained
3409	RAM Riggs Asset Management Dallas, Pennsylvania	$236K	-$14.6K	5	0.13%	Reduced
3410	AFIA America First Investment Advisors Omaha, Nebraska	$235K	$0	3	0.07%	Maintained
3411	DCM Dynamic Capital Management St. Helier, Jersey	$235K	-$354K	1	1.17%	Reduced
3412	CW Cabot-Wellington Boston, Massachusetts	$234K	$0	1	0.16%	Maintained
3413	IF Ironwood Financial Tucson, Arizona	$234K	-$15.6K	7	0.11%	Reduced
3414	KC Kingfisher Capital Charlotte, North Carolina	$234K	$0	1	0.14%	Maintained
3415	SEM Suncoast Equity Management Tampa, Florida	$230K	-$3.91K	1	0.05%	Reduced
3416	ACP Aveo Capital Partners Englewood, Colorado	$229K	+$204K	1	0.1%	New
3417	RGIA Rainier Group Investment Advisory Bellevue, Washington	$229K	+$195K	1	0.1%	New
3418	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$228K	-$22.2K	1	0.13%	Reduced
3419	PCC Park Circle Company Baltimore, Maryland	$228K	$0	4	0.16%	Maintained
3420	TCM Towercrest Capital Management Newtown, Pennsylvania	$226K	$0	1	0.06%	Maintained
3421	SPL Smart Portfolios LLC Seattle, Washington	$224K	-$320K	1	0.2%	Reduced
3422	LI LVZ Inc Holland, Michigan	$223K	+$209K	1	0.05%	New
3423	PI PHH Investments Addison, Texas	$223K	-$771K	1	0.06%	Reduced
3424	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$222K	$0	1	0.04%	Maintained
3425	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$222K	-$3.67K	1	0.16%	Reduced