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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
3601	EWA ERTS Wealth Advisors Marquette, Michigan	$396K	-$247K	1	0.18%	Reduced
3602	DRW Securities Chicago, Illinois	$395K	+$380K	1	0.02%	New
3603	LFG LifePlan Financial Group Dayton, Ohio	$395K	+$20.7K	10	0.18%	Increased
3604	MAM Marotta Asset Management Charlottesville, Virginia	$394K	+$394K	1	0.12%	New
3605	WWM WT Wealth Management Scottsdale, Arizona	$393K	-$1.2M	1	0.3%	Reduced
3606	LAIC Lederer & Associates Investment Counsel Long Beach, California	$392K	-$35.5K	1	0.34%	Reduced
3607	KPWG KFA Private Wealth Group Tysons, Virginia	$389K	+$364K	1	0.36%	New
3608	DP DSAM Partners London, United Kingdom	$381K	+$304K	1	0.09%	New
3609	SPP Single Point Partners Boston, Massachusetts	$375K	+$356K	1	0.23%	New
3610	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$374K	$0	7	1.14%	Maintained
3611	HCA Heck Capital Advisors Rhinelander, Wisconsin	$373K	+$13.4K	1	0.09%	Increased
3612	WFA Wade Financial Advisory Campbell, California	$373K	+$343K	1	0.33%	New
3613	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$365K	-$25.8K	1	0.3%	Reduced
3614	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$364K	+$4.48K	1	0.06%	Increased
3615	HFA High Falls Advisors Rochester, New York	$362K	+$17.2K	1	0.1%	Increased
3616	SFG Sowa Financial Group Lincoln, Rhode Island	$362K	+$339K	9	0.29%	New
3617	MCA Magnolia Capital Advisors Jackson, Mississippi	$357K	+$343K	1	0.34%	New
3618	RBC Roble Belko & Company Sewickley, Pennsylvania	$357K	-$215K	10	0.1%	Reduced
3619	TC Trilogy Capital Irvine, California	$353K	$0	1	0.03%	Maintained
3620	FC Financial Consulate Hunt Valley, Maryland	$351K	+$328K	1	0.16%	New
3621	BRC Bell Rock Capital Rehoboth Beach, Delaware	$347K	-$46.3K	5	0.3%	Reduced
3622	TWM Tolleson Wealth Management Dallas, Texas	$344K	+$73K	1	0.17%	Increased
3623	PA Parkside Advisors Berkeley, California	$340K	+$4.2K	1	0.15%	Increased
3624	EWG Executive Wealth Group Kirkland, Washington	$339K	+$672	1	0.26%	Increased
3625	RR Robotti Robert	$336K	$0	1	0.11%	Maintained