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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
4026	C Chescapmanager Baltimore, Maryland	$698K	$0	1	0.08%	Maintained
4027	RF Rollins Financial Atlanta, Georgia	$697K	-$220K	2	0.25%	Reduced
4028	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$696K	-$17.8K	2	0.26%	Reduced
4029	PSC Prentiss Smith & Co Brattleboro, Vermont	$694K	$0	1	0.33%	Maintained
4030	ASFA All Season Financial Advisors Denver, Colorado	$691K	+$638K	2	0.5%	New
4031	CWA Clarus Wealth Advisors Peoria, Arizona	$691K	+$226K	2	0.43%	Increased
4032	WH Whitcomb & Hess Ashland, Ohio	$691K	+$554K	1	0.3%	New
4033	LCM Landscape Capital Management Englewood, New Jersey	$690K	+$694K	1	0.08%	New
4034	PCM Pinz Capital Management New York	$690K	-$6.92M	9	0.21%	Reduced
4035	UMC United Maritime Capital New York	$690K	-$103K	3	0.52%	Reduced
4036	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$688K	-$2.02M	2	0.45%	Reduced
4037	TF TLWM Financial San Antonio, Texas	$688K	+$8.01K	1	0.25%	Increased
4038	B Bridgeworth Birmingham, Alabama	$687K	+$127K	2	0.2%	Increased
4039	ACA Ackerman Capital Advisors Dallas, Texas	$685K	$0	2	0.16%	Maintained
4040	QAM Q3 Asset Management Birmingham, Michigan	$681K	-$410K	2	0.33%	Reduced
4041	BWA Burt Wealth Advisors North Bethesda, Maryland	$680K	+$176	2	0.25%	Increased
4042	CA Crewe Advisors Salt Lake City, Utah	$677K	-$112K	25	0.17%	Reduced
4043	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$677K	+$233K	5	5.03%	Increased
4044	AWM Activest Wealth Management Aventure, Florida	$668K	-$176K	13	0.5%	Reduced
4045	SCG Sonata Capital Group Seattle, Washington	$667K	+$30.4K	2	0.3%	Increased
4046	EFG Everhart Financial Group Dublin, Ohio	$661K	+$142K	1	0.45%	Increased
4047	RA Riversedge Advisors Wilmington, Delaware	$661K	+$262K	2	0.24%	Increased
4048	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$656K	-$324K	2	0.38%	Reduced
4049	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$656K	+$165K	3	0.82%	Increased
4050	DM Diker Management New York	$655K	$0	1	0.29%	Maintained