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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	LGWM Litman Gregory Wealth Management Larkspur, California	$134K	-$138K	7	0.03%	Reduced
3452	BAMG Brand Asset Management Group Chesterfield, Missouri	$127K	-$14.4K	5	0.08%	Reduced
3453	IC Intel Corp Santa Clara, California	$126K	$0	1	0.05%	Maintained
3454	SCM Symons Capital Management Pittsburgh, Pennsylvania	$116K	-$3.43K	1	0.05%	Reduced
3455	ES Equitec Specialists Chicago, Illinois	$113K	+$92.2K	1	0.03%	Increased
3456	MIM Macroview Investment Management Bethesda, Maryland	$107K	+$7.94K	11	0.23%	Increased
3457	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$105K	-$45.9K	1	2.26%	Reduced
3458	LWA Lowe Wealth Advisors Columbia, Maryland	$98K	+$1.74K	13	0.06%	Increased
3459	JAM JCIC Asset Management Toronto, Ontario, Canada	$94K	+$5.67K	6	0.04%	Increased
3460	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$92K	+$9K	5	0.06%	Increased
3461	Partners Capital Investment Group Boston, Massachusetts	$88K	-$7.67M	2	0.01%	Reduced
3462	CTC (Chicago Trading Company) Chicago, Illinois	$77.8K	-$9.42K	1	0.1%	Reduced
3463	WCM Wealthcare Capital Management Richmond, Virginia	$77K	$0	5	0.01%	Maintained
3464	WRM Weybosset Research & Management Province, Rhode Island	$69K	-$629K	1	0.04%	Reduced
3465	FCT Family Capital Trust Peabody, Massachusetts	$63K	-$48K	1	0.03%	Reduced
3466	JA JVL Associates Wyoming, Michigan	$45K	+$40.1K	1	0.04%	New
3467	JCM Julex Capital Management Wellesley, Massachusetts	$28K	+$1.75K	7	0.07%	Increased
3468	MG MilWealth Group Milwaukee, Wisconsin	$25.8K	$0	1	0.02%	Maintained
3469	AIA Arcadia Investment Advisors Eagle, Idaho	$25.2K	-$6	2	0.02%	Reduced
3470	FFW Fusion Family Wealth Woodbury, New York	$22K	+$18K	1	0.01%	Increased
3471	MM Main Management San Francisco, California	$18K	-$9.19M	1	0%	Reduced
3472	WC Wynnefield Capital New York	$16K	-$503K	1	0.01%	Reduced
3473	AGA Accuvest Global Advisors Provo, Utah	$12K	-$1.25M	1	0.02%	Reduced
3474	NR Newfound Research Wellesley Hills, Massachusetts	$9K	+$136	4	0.01%	Increased
3475	Tortoise Capital Advisors Overland Park, Kansas	$8K	-$2.84K	4	0%	Reduced