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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
4101	ECAM East Coast Asset Management Essex, Massachusetts	$548K	$0	1	0.13%	Maintained
4102	AWM Act Wealth Management Plano, Texas	$546K	-$14K	1	0.34%	Reduced
4103	OFG OmniStar Financial Group Wilmington, North Carolina	$546K	-$4.81M	2	0.68%	Reduced
4104	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$540K	+$163K	1	0.13%	Increased
4105	WCM WealthBridge Capital Management Westerville, Ohio	$537K	+$24.4K	1	0.2%	Increased
4106	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$536K	+$511K	2	0.15%	New
4107	PBCM Point Break Capital Management Miami, Florida	$534K	$0	1	0.02%	Maintained
4108	RR Robotti Robert	$533K	$0	1	0.13%	Maintained
4109	BC Belmont Capital Los Angeles, California	$532K	$0	1	0.55%	Maintained
4110	MA Mosaic Advisors Houston, Texas	$530K	+$220K	2	0.35%	Increased
4111	OPOWM One Plus One Wealth Management Jupiter, Florida	$528K	+$2.32K	2	0.36%	Increased
4112	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$526K	-$1.43M	2	0.24%	Reduced
4113	TK TIAA Kaspick Boston, Massachusetts	$526K	$0	1	1.95%	Maintained
4114	LP LGL Partners Philadelphia, Pennsylvania	$524K	+$204K	2	0.31%	Increased
4115	VFP Verus Financial Partners Richmond, Virginia	$523K	-$11.1K	2	0.08%	Reduced
4116	DC Derby & Company Newton, Massachusetts	$512K	$0	1	0.11%	Maintained
4117	EFL ERn Financial LLC Middleton, Wisconsin	$509K	+$3.95K	2	0.18%	Increased
4118	TCM TD Capital Management Memphis, Tennessee	$509K	+$35.8K	12	0.06%	Increased
4119	MWM Mascoma Wealth Management Hanover, New Hampshire	$508K	-$433K	1	0.22%	Reduced
4120	HP HT Partners Centerbrook, Connecticut	$507K	+$220K	2	0.16%	Increased
4121	NRI NFP Retirement Inc Aliso Viejo, California	$507K	+$173K	2	0.2%	Increased
4122	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$506K	+$216K	2	0.3%	Increased
4123	ACM Arlington Capital Management Arlington Heights, Illinois	$505K	-$2.67M	1	1.01%	Reduced
4124	RQS Ramsey Quantitative Systems Louisville, Kentucky	$505K	+$499K	2	2.78%	New
4125	KLI Kelman-Lazarov Inc Memphis, Tennessee	$504K	$0	2	0.18%	Maintained