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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
3676	Academy Capital Management Waco, Texas	$284K	$0	1	0.06%	Maintained
3677	AFIA America First Investment Advisors Omaha, Nebraska	$284K	$0	3	0.09%	Maintained
3678	PCMC Private Capital Management (Colorado) Denver, Colorado	$284K	+$44.8K	1	0.21%	Increased
3679	MAS Managed Account Services Coconut Grove, Florida	$283K	$0	1	0.1%	Maintained
3680	AF Aldebaran Financial	$280K	+$718	1	0.33%	Increased
3681	RAM Riggs Asset Management Dallas, Pennsylvania	$280K	-$2.99K	6	0.11%	Reduced
3682	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$280K	+$1.62K	1	0.22%	Increased
3683	JMG Financial Group Downers Grove, Illinois	$277K	-$22.4K	1	0.02%	Reduced
3684	CFC Coyle Financial Counsel Glenview, Illinois	$276K	$0	1	0.26%	Maintained
3685	MPW Monterey Private Wealth Monterey, California	$275K	+$47.6K	1	0.2%	Increased
3686	NCM Next Capital Management New York	$274K	$0	1	0.19%	Maintained
3687	Consolidated Planning Corp Atlanta, Georgia	$273K	$0	1	0.27%	Maintained
3688	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$273K	+$257K	2	0.26%	New
3689	TSA Tri-Star Advisors Houston, Texas	$272K	+$256K	1	0.18%	New
3690	Elwood & Goetz Wealth Advisory Group Athens, Georgia	$266K	$0	1	0.16%	Maintained
3691	NEPPG New England Professional Planning Group Westerly, Rhode Island	$266K	-$17.8K	1	0.21%	Reduced
3692	Tolleson Wealth Management Dallas, Texas	$266K	$0	1	0.12%	Maintained
3693	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$265K	+$221K	1	0.12%	New
3694	TD Capital Management Memphis, Tennessee	$265K	+$3.91K	7	0.04%	Increased
3695	RCM Riverpark Capital Management New York	$264K	-$54K	2	0.37%	Reduced
3696	Nexus Investment Management Toronto, Ontario, Canada	$263K	+$263K	1	0.04%	New
3697	WCM WealthBridge Capital Management Westerville, Ohio	$263K	+$224K	1	0.15%	New
3698	SCM Stonehearth Capital Management Danvers, Massachusetts	$262K	$0	1	0.17%	Maintained
3699	C1AG Client 1st Advisory Group Dunedin, Florida	$259K	+$224K	1	0.21%	New
3700	CA Crumly & Associates Springfield, Illinois	$259K	+$229K	1	0.24%	New