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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
3451	WAM Watermark Asset Management San Ramon, California	$179K	+$591	9	0.08%	Increased
3452	RCG Ruggie Capital Group Tavares, Florida	$174K	+$142K	9	0.08%	Increased
3453	LYV Live Your Vision West Conshohocken, Pennsylvania	$173K	-$17.4K	2	0.06%	Reduced
3454	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$171K	$0	2	0.09%	Maintained
3455	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$170K	+$171K	4	0.15%	New
3456	SL Salomon & Ludwin Richmond, Virginia	$170K	+$177K	2	0.04%	New
3457	VF Vilas Fund Chicago, Illinois	$165K	+$173K	1	0.37%	New
3458	MWC MKD Wealth Coaches Troy, Michigan	$164K	+$163K	2	0.19%	New
3459	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$162K	$0	7	0.12%	Maintained
3460	NCM New Capital Management Houston, Texas	$160K	-$46.8K	3	0.29%	Reduced
3461	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$156K	-$14.2K	6	0.1%	Reduced
3462	DPA Delphi Private Advisors San Diego, California	$154K	-$101K	3	0.86%	Reduced
3463	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$151K	-$8.6K	5	0.11%	Reduced
3464	Hershey Trust Company Hershey, Pennsylvania	$147K	$0	1	0%	Maintained
3465	VEA Virtus ETF Advisers New York	$146K	+$20.3K	6	0.03%	Increased
3466	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$145K	-$102K	5	0.07%	Reduced
3467	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$139K	+$150K	1	0.02%	New
3468	LPC Loeb Partners Corp New York	$137K	-$89.3K	7	0.06%	Reduced
3469	MIM Macroview Investment Management Bethesda, Maryland	$135K	-$2.61K	10	0.43%	Reduced
3470	RBC Roble Belko & Company Sewickley, Pennsylvania	$133K	-$101K	10	0.05%	Reduced
3471	FAM Foresters Asset Management Toronto, Ontario, Canada	$129K	-$743K	1	0.07%	Reduced
3472	ECM EII Capital Management New York	$128K	$0	1	0.07%	Maintained
3473	FFW Fusion Family Wealth Woodbury, New York	$127K	+$65.3K	3	0.04%	Increased
3474	Advent Capital Management New York	$125K	-$9.35M	1	0%	Reduced
3475	SCM Symons Capital Management Pittsburgh, Pennsylvania	$122K	-$24.3K	1	0.05%	Reduced