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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	WRBC W.R. Berkley Corp Greenwich, Connecticut	$253K	+$251K	1	0.05%	New
3427	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$251K	-$10.1K	1	0.14%	Reduced
3428	IF Ironwood Financial Tucson, Arizona	$248K	+$776	8	0.13%	Increased
3429	RCM Riverpark Capital Management New York	$248K	+$231K	2	0.06%	New
3430	AP Arlington Partners Birmingham, Alabama	$245K	-$1.42M	6	0.18%	Reduced
3431	CreativeOne Wealth Overland Park, Kansas	$244K	+$231K	1	0.06%	New
3432	LIA LBMC Investment Advisors Brentwood, Tennessee	$243K	-$103K	1	0.04%	Reduced
3433	AFIA America First Investment Advisors Omaha, Nebraska	$242K	$0	3	0.07%	Maintained
3434	SCM Stonehearth Capital Management Danvers, Massachusetts	$242K	+$9.87K	1	0.18%	Increased
3435	ARG Advisory Resource Group Tulsa, Oklahoma	$241K	-$600K	1	0.13%	Reduced
3436	TWM Tolleson Wealth Management Dallas, Texas	$239K	$0	1	0.17%	Maintained
3437	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$237K	$0	1	0%	Maintained
3438	AWMG Alliance Wealth Management Group Flemington, New Jersey	$236K	$0	1	0.13%	Maintained
3439	FIG FundX Investment Group San Francisco, California	$235K	$0	1	0.08%	Maintained
3440	CFG CKW Financial Group Honolulu, Hawaii	$232K	-$47K	4	0.04%	Reduced
3441	Maven Securities St Helier, Jersey	$232K	-$833K	1	0.21%	Reduced
3442	ESBC E.S. Barr & Co Lexington, Kentucky	$231K	-$42.4K	1	0.02%	Reduced
3443	Karpus Investment Management Pittsford, New York	$228K	+$209K	1	0.01%	New
3444	PCC Park Circle Company Baltimore, Maryland	$228K	$0	4	0.16%	Maintained
3445	BJ Brouwer & Janachowski Mill Valley, California	$227K	$0	1	0.04%	Maintained
3446	TIA Tandem Investment Advisors Charleston, South Carolina	$224K	-$33.8K	1	0.05%	Reduced
3447	BCM Basso Capital Management Stamford, Connecticut	$221K	+$235K	1	0.05%	New
3448	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$220K	+$24.4K	4	0.13%	Increased
3449	TCM TD Capital Management Memphis, Tennessee	$219K	+$5.27K	7	0.05%	Increased
3450	IC Intel Corp Santa Clara, California	$218K	+$298K	1	0.07%	New