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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
3426	JC Jentner Corp Akron, Ohio	$223K	-$13.4K	1	0.2%	Reduced
3427	BDF Black Diamond Financial Towson, Maryland	$221K	+$221K	1	0.17%	New
3428	SCM Stonehearth Capital Management Danvers, Massachusetts	$221K	+$231K	1	0.19%	New
3429	AIA Arbor Investment Advisors Winston Salem, North Carolina	$217K	$0	1	0.08%	Maintained
3430	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$217K	$0	1	0%	Maintained
3431	AWMG Alliance Wealth Management Group Flemington, New Jersey	$216K	$0	1	0.13%	Maintained
3432	FIG FundX Investment Group San Francisco, California	$216K	-$233K	1	0.08%	Reduced
3433	PPW Pasadena Private Wealth Pasadena, California	$213K	+$250K	1	0.28%	New
3434	TIM Total Investment Management Scottsdale, Arizona	$212K	-$43.9K	1	0.07%	Reduced
3435	RC RBO & Co Saint Helena, California	$211K	$0	1	0.06%	Maintained
3436	TWM Tolleson Wealth Management Dallas, Texas	$209K	+$208K	1	0.12%	New
3437	BJ Brouwer & Janachowski Mill Valley, California	$208K	-$23.6K	1	0.04%	Reduced
3438	Avidian Wealth Enterprises Houston, Texas	$207K	-$4.22M	1	0.07%	Reduced
3439	MFP Meridian Financial Partners Warrenton, Virginia	$207K	+$217K	1	0.28%	New
3440	AJ Ashburton (Jersey) St Helier, Jersey	$206K	$0	2	0.1%	Maintained
3441	ECM Engine Capital Management New York	$203K	$0	1	0.12%	Maintained
3442	DWM Darwin Wealth Management Tampa, Florida	$201K	-$1.01M	1	0.14%	Reduced
3443	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$195K	$0	1	0.11%	Maintained
3444	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$195K	-$410K	1	0.1%	Reduced
3445	LBG Lloyds Banking Group London, United Kingdom	$194K	+$108K	3	2.71%	Increased
3446	AFIA America First Investment Advisors Omaha, Nebraska	$193K	+$18.6K	3	0.06%	Increased
3447	DIM Delta Investment Management San Francisco, California	$190K	+$244K	1	0.18%	New
3448	NS NewDay Solutions Hampton, New Hampshire	$190K	+$190K	1	0.18%	New
3449	PCC Park Circle Company Baltimore, Maryland	$188K	$0	4	0.15%	Maintained
3450	TCM TD Capital Management Memphis, Tennessee	$186K	+$53K	7	0.05%	Increased