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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
3776	CWP Corepath Wealth Partners Scottsdale, Arizona	$1.48M	-$19.8K	2	1.14%	Reduced
3777	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$1.48M	+$174K	3	0.89%	Increased
3778	TFA Trinity Financial Advisors Columbus, Ohio	$1.47M	-$13.6K	4	1.03%	Reduced
3779	CFG CMC Financial Group Atlanta, Georgia	$1.46M	-$23.2K	1	0.83%	Reduced
3780	PIM Progressive Investment Management Lake Oswego, Oregon	$1.46M	$0	2	0.46%	Maintained
3781	CP Camelot Portfolios Maumee, Ohio	$1.46M	-$1.05M	3	0.59%	Reduced
3782	CL COWA LLC Tulsa, Oklahoma	$1.46M	-$161K	3	0.91%	Reduced
3783	CCM Coe Capital Management Highland Park, Illinois	$1.46M	-$2.92K	3	1.37%	Reduced
3784	FA Fortis Advisors Wayne, Pennsylvania	$1.45M	+$841K	10	0.84%	Increased
3785	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$1.45M	-$524K	1	1.55%	Reduced
3786	Sageworth Trust Lancaster, Pennsylvania	$1.44M	+$744K	39	0.11%	Increased
3787	EHPM Emery Howard Portfolio Management Burlingame, California	$1.43M	+$515K	2	0.21%	Increased
3788	PI Pachira Investments Dana Point, California	$1.43M	+$1.2M	2	1.01%	Increased
3789	TPW TL Private Wealth Southlake, Texas	$1.43M	+$5.87K	3	0.83%	Increased
3790	T TOBAM Paris, France	$1.43M	-$308K	7	0.06%	Reduced
3791	KWM Kanen Wealth Management Coconut Creek, Florida	$1.42M	+$1.24M	1	0.32%	New
3792	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.42M	+$30.9K	19	0.21%	Increased
3793	QVT Quantitative Value Technologies Overland Park, Kansas	$1.41M	+$387K	3	2.33%	Increased
3794	SAM Sequent Asset Management Houston, Texas	$1.41M	+$1.21M	1	0.81%	New
3795	AF Apexium Financial Dallas, Texas	$1.41M	+$37.8K	3	0.87%	Increased
3796	ICM Ionic Capital Management New York	$1.41M	+$539K	1	0.15%	Increased
3797	SCA Sippican Capital Advisors Boston, Massachusetts	$1.41M	-$245K	3	1.22%	Reduced
3798	BA Bluesphere Advisors East Norriton, Pennsylvania	$1.4M	+$233K	5	1.24%	Increased
3799	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$1.39M	+$228K	7	1.25%	Increased
3800	CWP Curated Wealth Partners El Segundo, California	$1.39M	+$142K	4	0.76%	Increased