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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	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$150K	-$32.2K	2	0.07%	Reduced
3452	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$148K	+$2.56K	4	0.06%	Increased
3453	CIR Clear Investment Research Alpharetta, Georgia	$146K	$0	22	0.24%	Maintained
3454	AWM Avondale Wealth Management West Lake Hills, Texas	$144K	$0	5	0.11%	Maintained
3455	BAMG Brand Asset Management Group Chesterfield, Missouri	$139K	+$43.7K	5	0.09%	Increased
3456	DPA Delphi Private Advisors San Diego, California	$134K	+$49.7K	3	0.68%	Increased
3457	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$134K	-$28.7K	1	2.89%	Reduced
3458	SC Solstein Capital Menlo Park, California	$131K	+$123K	1	0.84%	New
3459	LPWM Lake Point Wealth Management Rockwall, Texas	$125K	$0	13	0.04%	Maintained
3460	SCM Symons Capital Management Pittsburgh, Pennsylvania	$122K	-$874	1	0.05%	Reduced
3461	FCT Family Capital Trust Peabody, Massachusetts	$121K	-$3.49M	2	0.05%	Reduced
3462	FAM Foresters Asset Management Toronto, Ontario, Canada	$112K	$0	1	0.06%	Maintained
3463	OMC Oasis Management Company Grand Cayman, Cayman Islands	$111K	-$19.5M	1	0.14%	Reduced
3464	MIM Macroview Investment Management Bethesda, Maryland	$98K	+$14.3K	11	0.25%	Increased
3465	LWA Lowe Wealth Advisors Columbia, Maryland	$88K	-$2.62K	12	0.05%	Reduced
3466	JAM JCIC Asset Management Toronto, Ontario, Canada	$86K	$0	5	0.04%	Maintained
3467	CTC (Chicago Trading Company) Chicago, Illinois	$82.6K	+$23.2K	1	0.12%	Increased
3468	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$77K	+$23.7K	6	0.06%	Increased
3469	WCM Wealthcare Capital Management Richmond, Virginia	$72K	+$9.69K	5	0.01%	Increased
3470	QC QCM Cayman Houston, Texas	$62K	-$254K	1	1.32%	Reduced
3471	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$58K	-$2.45M	4	0.03%	Reduced
3472	CWM Cedar Wealth Management Walnut Creek, California	$56K	$0	1	0.04%	Maintained
3473	ACP Arcus Capital Partners Atlanta, Georgia	$47K	+$49.2K	2	0.02%	New
3474	TM Titan Managers Scottsdale, Arizona	$41K	+$39.6K	2	0.04%	New
3475	ABA American Beacon Advisors Irving, Texas	$36K	$0	1	11.25%	Maintained