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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
3726	TK TIAA Kaspick Boston, Massachusetts	$220K	+$195K	1	0.06%	New
3727	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$219K	$0	1	0.12%	Maintained
3728	SC Stratford Consulting Addison, Texas	$219K	+$205K	1	0.07%	New
3729	AFG Affinia Financial Group Burlington, Massachusetts	$217K	+$203K	1	0.14%	New
3730	RGIA Rainier Group Investment Advisory Bellevue, Washington	$217K	-$265K	1	0.09%	Reduced
3731	TFA Tobias Financial Advisors Plantation, Florida	$217K	+$202K	10	0.14%	New
3732	GG GenWealth Group Maplewood, New Jersey	$215K	+$202K	1	0.08%	New
3733	RWRC R.W. Roge & Company Bohemia, New York	$213K	+$199K	1	0.21%	New
3734	SWG Summit Wealth Group White River Junction, Vermont	$213K	+$205K	1	0.2%	New
3735	WWM WJ Wealth Management Glendale, Arizona	$213K	+$189K	1	0.54%	New
3736	CWM Cahaba Wealth Management Atlanta, Georgia	$212K	+$199K	1	0.05%	New
3737	NCM New Capital Management Houston, Texas	$210K	$0	4	0.35%	Maintained
3738	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$209K	-$37.7K	7	0.12%	Reduced
3739	LI Latash Investments Anchorage, Alaska	$207K	+$194K	1	0.18%	New
3740	PCMC Private Capital Management (Colorado) Denver, Colorado	$206K	$0	1	0.14%	Maintained
3741	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$204K	+$188K	1	0.14%	New
3742	PAG Pinnacle Advisory Group Columbia, Maryland	$203K	+$187K	1	0.01%	New
3743	AIM AMI Investment Management Kendallville, Indiana	$202K	+$189K	1	0.09%	New
3744	MRI Mad River Investors Boston, Massachusetts	$202K	+$192K	1	0.17%	New
3745	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$202K	+$189K	1	0.14%	New
3746	RW RVW Wealth Los Angeles, California	$202K	+$188K	1	0.04%	New
3747	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$201K	+$191K	1	0.07%	New
3748	WPIC White Pine Investment Company Livonia, Michigan	$200K	+$187K	1	0.08%	New
3749	SWM Selective Wealth Management Forest, Virginia	$195K	+$12.1K	20	0.24%	Increased
3750	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$195K	-$5.92K	5	0.07%	Reduced