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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
3751	DWMG DB Wealth Management Group San Diego, California	$1.57M	-$109K	11	1%	Reduced
3752	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.57M	$0	3	0.2%	Maintained
3753	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$1.56M	-$3.7M	3	2.77%	Reduced
3754	TW Towerpoint Wealth Sacramento, California	$1.56M	+$254K	3	0.78%	Increased
3755	BA Bellwether Advisors Lincoln, Nebraska	$1.56M	-$327K	13	0.54%	Reduced
3756	MCM Magnolia Capital Management Cold Spring, New York	$1.56M	-$6.08K	1	1.5%	Reduced
3757	HCM Huber Capital Management El Segundo, California	$1.54M	+$86K	1	0.39%	Increased
3758	NMC Nine Masts Capital Central, Hong Kong	$1.54M	-$1.42M	1	1.1%	Reduced
3759	PWM PBMares Wealth Management Williamsburg, Virginia	$1.54M	-$3.29K	5	0.84%	Reduced
3760	TAM Townsend Asset Management Raleigh, North Carolina	$1.54M	-$7.04K	5	0.86%	Reduced
3761	MWP Meridian Wealth Partners Exton, Pennsylvania	$1.54M	-$911K	2	0.36%	Reduced
3762	SWP Summit Wealth Partners Orlando, Florida	$1.53M	+$144K	4	0.37%	Increased
3763	Context Capital Management Lajolla, California	$1.53M	+$303K	2	0.14%	Increased
3764	OFG OTA Financial Group Purchase, New York	$1.53M	+$1.34M	1	1.69%	New
3765	HWA HCR Wealth Advisors Los Angeles, California	$1.52M	-$324K	3	0.26%	Reduced
3766	PC Provenire Capital Eden Prairie, Minnesota	$1.52M	-$1.65M	3	5.15%	Reduced
3767	VEA Virtus ETF Advisers New York	$1.52M	+$41.4K	1	0.63%	Increased
3768	PRA Pine Ridge Advisers New York	$1.52M	$0	1	0.51%	Maintained
3769	FFA Freedman Financial Associates Peabody, Massachusetts	$1.51M	-$153K	17	1.14%	Reduced
3770	BIP Blueprint Investment Partners Greensboro, North Carolina	$1.51M	+$57.3K	4	1.21%	Increased
3771	AWP Abacus Wealth Partners Santa Monica, California	$1.51M	-$71.2K	4	0.59%	Reduced
3772	JPG Jordan Park Group San Francisco, California	$1.51M	+$960K	4	0.08%	Increased
3773	VWA VERITY Wealth Advisors Sausalito, United States	$1.5M	-$176K	2	1.36%	Reduced
3774	SFG Sovereign Financial Group Stamford, Connecticut	$1.5M	$0	4	0.91%	Maintained
3775	BI Berkeley Inc Boise, Idaho	$1.48M	+$246K	1	1.06%	Increased