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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
3976	MAG MRA Advisory Group Parsippany, New Jersey	$874K	-$19.5K	2	0.75%	Reduced
3977	AL ADE LLC Baltimore, Maryland	$867K	-$3.18K	6	0.79%	Reduced
3978	PCMC Private Capital Management (Colorado) Denver, Colorado	$865K	+$185K	4	0.4%	Increased
3979	CFAM Center For Asset Management Palm Beach Gardens, Florida	$862K	+$33.8K	3	0.74%	Increased
3980	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$861K	+$88.3K	12	0.28%	Increased
3981	BFS Baskin Financial Services Toronto, Ontario, Canada	$858K	-$167K	1	0.08%	Reduced
3982	WFA Wellspring Financial Advisors Cleveland, Ohio	$858K	+$557K	3	0.27%	Increased
3983	SC Saltoro Capital Dallas, Texas	$854K	-$2.57M	2	0.35%	Reduced
3984	KFS Kelly Financial Services Braintree, Massachusetts	$853K	+$18.4K	25	0.48%	Increased
3985	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$853K	+$26.9K	4	0.54%	Increased
3986	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$851K	+$874K	8	0.26%	New
3987	CIA Citadel Investment Advisory Chesterland, Ohio	$850K	-$110K	1	0.53%	Reduced
3988	RCC Red Cedar Capital Omaha, Nebraska	$847K	+$58.7K	3	0.53%	Increased
3989	GWA GGM Wealth Advisors Baltimore, Maryland	$846K	-$6.28K	2	0.72%	Reduced
3990	PWS Paragon Wealth Strategies Jacksonville, Florida	$842K	+$788K	18	0.23%	New
3991	WC Wexford Capital West Palm Beach, Florida	$841K	-$2.82M	2	0.13%	Reduced
3992	BFP Briaud Financial Planning College Station, Texas	$839K	-$1.9M	1	0.56%	Reduced
3993	AA Aufman Associates Sewickley, Pennsylvania	$824K	-$12.8K	2	0.64%	Reduced
3994	BCM Basswood Capital Management New York	$813K	$0	1	0.03%	Maintained
3995	AFG Affinia Financial Group Burlington, Massachusetts	$810K	+$937	2	0.49%	Increased
3996	FPW Flagship Private Wealth Woburn, Massachusetts	$803K	+$71.4K	7	0.61%	Increased
3997	AA AF Advisors Sacramento, California	$797K	$0	2	0.4%	Maintained
3998	PCC Park Circle Company Baltimore, Maryland	$797K	+$34.6K	7	0.6%	Increased
3999	GCM Glynn Capital Management Menlo Park, California	$795K	$0	1	0.07%	Maintained
4000	MPW Monterey Private Wealth Monterey, California	$795K	-$5.54K	3	0.46%	Reduced