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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
3501	VNB Virginia National Bank Charlottesville, Virginia	$603K	+$5.79K	2	0.53%	Increased
3502	AIS American Investment Services Great Barrington, Massachusetts	$595K	+$2.18K	1	0.18%	Increased
3503	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$593K	$0	2	0.24%	Maintained
3504	MWA Moser Wealth Advisors Bellevue, Washington	$591K	+$523K	4	0.57%	New
3505	SFA Semmax Financial Advisors Winston Salem, North Carolina	$591K	-$25.1K	8	0.33%	Reduced
3506	AWA Alaska Wealth Advisors Anchorage, Alaska	$589K	+$551K	1	0.09%	New
3507	OWM Opes Wealth Management Menlo Park, California	$586K	$0	2	0.36%	Maintained
3508	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$585K	+$208K	2	0.37%	Increased
3509	PL Parkwood LLC Cleveland, Ohio	$585K	-$15.6K	1	0.12%	Reduced
3510	PIM Progressive Investment Management Lake Oswego, Oregon	$585K	+$58.7K	1	0.29%	Increased
3511	CCM Community Capital Management Plantation, Florida	$585K	$0	1	0.56%	Maintained
3512	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$578K	+$233K	2	0.34%	Increased
3513	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$577K	+$548K	2	0.63%	New
3514	PAM PVG Asset Management Golden, Colorado	$576K	-$4.28M	1	0.8%	Reduced
3515	JF JSF Financial Los Angeles, California	$576K	+$169K	2	0.57%	Increased
3516	PFT Providence First Trust Scottsdale, Arizona	$573K	$0	1	0.33%	Maintained
3517	RIG Ramiah Investment Group Brookfield, Wisconsin	$573K	+$564K	1	0.57%	New
3518	HC Hamilton Capital Columbus, Ohio	$572K	+$327K	2	0.25%	Increased
3519	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$572K	-$11K	2	0.3%	Reduced
3520	CM Capital Management Glen Allen, Virginia	$568K	-$7.53M	1	0.14%	Reduced
3521	XM XTX Markets New York	$568K	+$516K	2	4%	New
3522	B Bridgeworth Birmingham, Alabama	$567K	+$895	2	0.21%	Increased
3523	PWP Personal Wealth Partners Bloomington, Minnesota	$567K	+$26.9K	25	0.24%	Increased
3524	NEPPG New England Professional Planning Group Westerly, Rhode Island	$563K	+$532K	2	0.45%	New
3525	EA Emerald Advisors Bellevue, Washington	$562K	+$515K	2	0.54%	New