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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	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$240K	+$197	1	0.17%	Increased
3402	AWC Abundance Wealth Counselors State College, Pennsylvania	$239K	+$228K	1	0.07%	New
3403	SC Solstein Capital Menlo Park, California	$239K	+$87.2K	1	2.12%	Increased
3404	PFA Pinnacle Family Advisors Springfield, Missouri	$238K	-$57.5K	1	0.21%	Reduced
3405	PCC Park Circle Company Baltimore, Maryland	$237K	-$2K	3	0.13%	Reduced
3406	AF Aldebaran Financial	$236K	-$520K	1	0.16%	Reduced
3407	GPC Glen Point Capital London, United Kingdom	$236K	+$249K	1	100%	New
3408	&Partners Nashville, Tennessee	$236K	+$5.01K	1	0.31%	Increased
3409	CW Cabot-Wellington Boston, Massachusetts	$234K	$0	1	0.16%	Maintained
3410	FPIS Financial Planning & Information Services De Pere, Wisconsin	$234K	+$223K	1	0.1%	New
3411	SRCM Swift Run Capital Management Charlottesville, Virginia	$234K	$0	1	0.22%	Maintained
3412	HCM HM Capital Management Clayton, Missouri	$233K	+$204K	1	0.15%	New
3413	NL NKCFO LLC Geneva, Illinois	$232K	-$7.03M	1	0.17%	Reduced
3414	TWM Tolleson Wealth Management Dallas, Texas	$229K	$0	1	0.12%	Maintained
3415	AIA Alera Investment Advisors Deerfield, Illinois	$227K	+$208K	2	0.11%	Increased
3416	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$227K	$0	1	2.7%	Maintained
3417	LP LGL Partners Philadelphia, Pennsylvania	$225K	-$191K	1	0.09%	Reduced
3418	SFC SYM Financial Corp Winona Lake, Indiana	$225K	-$97.4K	1	0.15%	Reduced
3419	TIM Total Investment Management Scottsdale, Arizona	$223K	+$148	1	0.05%	Increased
3420	PEA Pacific Edge Advisors Corona Del Mar, California	$222K	+$212K	1	0.15%	New
3421	Hershey Trust Company Hershey, Pennsylvania	$219K	$0	1	0%	Maintained
3422	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$218K	$0	7	0.13%	Maintained
3423	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$217K	+$559	1	0.12%	Increased
3424	SL Salomon & Ludwin Richmond, Virginia	$214K	-$2.06K	2	0.04%	Reduced
3425	CAM Crestone Asset Management Boulder, Colorado	$212K	+$202K	1	0.08%	New