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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
3476	GWA Guidant Wealth Advisors Palatine, Illinois	$168K	+$117K	4	0.07%	Increased
3477	ASP Adams Street Partners Chicago, Illinois	$159K	+$177K	1	0.03%	New
3478	CIR Clear Investment Research Alpharetta, Georgia	$145K	$0	22	0.23%	Maintained
3479	AWM Avondale Wealth Management West Lake Hills, Texas	$139K	+$7.46K	5	0.11%	Increased
3480	OAJ Ogorek Anthony Joseph Williamsville, New York	$139K	-$5.43K	7	0.09%	Reduced
3481	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$139K	+$125K	4	0.07%	New
3482	LPWM Lake Point Wealth Management Rockwall, Texas	$125K	-$484K	13	0.04%	Reduced
3483	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$125K	+$64.9K	4	0.05%	Increased
3484	SCM Symons Capital Management Pittsburgh, Pennsylvania	$120K	$0	1	0.05%	Maintained
3485	FAM Foresters Asset Management Toronto, Ontario, Canada	$117K	-$29.8K	1	0.06%	Reduced
3486	HS Horan Securities Cincinnati, United States	$110K	+$14.4K	6	0.12%	Increased
3487	BAMG Brand Asset Management Group Chesterfield, Missouri	$109K	+$25.5K	4	0.07%	Increased
3488	MA MYDA Advisors Woodmere, New York	$98K	-$285K	1	0.05%	Reduced
3489	JAM JCIC Asset Management Toronto, Ontario, Canada	$95K	$0	5	0.04%	Maintained
3490	KAH Kathryn A. Hall	$95K	+$106K	1	0.06%	New
3491	MIM Macroview Investment Management Bethesda, Maryland	$94K	-$48.3K	9	0.23%	Reduced
3492	LPC Loeb Partners Corp New York	$87K	-$71K	4	1.79%	Reduced
3493	LWA Lowe Wealth Advisors Columbia, Maryland	$85K	+$5.81K	12	0.05%	Increased
3494	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$73K	-$66.4K	1	0.01%	Reduced
3495	WCM Wealthcare Capital Management Richmond, Virginia	$70K	$0	4	0.01%	Maintained
3496	DPA Delphi Private Advisors San Diego, California	$69K	-$86.5K	2	0.37%	Reduced
3497	CTC (Chicago Trading Company) Chicago, Illinois	$65.2K	+$56.3K	1	0.1%	New
3498	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$61.4K	+$55.3K	6	0.11%	New
3499	JCM Julex Capital Management Wellesley, Massachusetts	$60.9K	+$4.96K	11	0.05%	Increased
3500	CWM Cedar Wealth Management Walnut Creek, California	$60K	$0	1	0.04%	Maintained