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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
4126	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$498K	+$485K	1	0.24%	New
4127	GA Greenhaven Associates Purchase, New York	$497K	$0	1	0.01%	Maintained
4128	MFP Meridian Financial Partners Warrenton, Virginia	$497K	$0	1	0.34%	Maintained
4129	QCIG Quad-Cities Investment Group Davenport, Iowa	$497K	+$5.17K	1	0.34%	Increased
4130	CWA Choice Wealth Advisors Waterville, Maine	$496K	+$209K	2	0.36%	Increased
4131	RCM Rivernorth Capital Management West Palm Beach, Florida	$496K	$0	1	0.03%	Maintained
4132	PEA Pacific Edge Advisors Corona Del Mar, California	$493K	+$409K	2	0.26%	New
4133	WRBC W.R. Berkley Corp Greenwich, Connecticut	$493K	$0	1	0.05%	Maintained
4134	NA Nottingham Advisors Amherst, New York	$492K	+$212K	2	0.05%	Increased
4135	EA Emerald Advisors Bellevue, Washington	$490K	+$198K	2	0.15%	Increased
4136	G GenTrust Miami, Florida	$489K	+$392K	1	0.04%	New
4137	LAS Lloyd Advisory Services Suwanee, Georgia	$488K	+$24.4K	12	0.25%	Increased
4138	HCM HM Capital Management Clayton, Missouri	$487K	+$1.6K	1	0.21%	Increased
4139	CWM Cedar Wealth Management Walnut Creek, California	$485K	+$129K	7	0.22%	Increased
4140	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$483K	+$692	2	0.53%	Increased
4141	EWA ERTS Wealth Advisors Marquette, Michigan	$480K	-$7.5K	2	0.13%	Reduced
4142	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$479K	-$1.67K	5	0.36%	Reduced
4143	FPIS Financial Planning & Information Services De Pere, Wisconsin	$473K	-$3.35K	1	0.14%	Reduced
4144	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$466K	+$173K	2	0.08%	Increased
4145	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$465K	$0	2	0.26%	Maintained
4146	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$458K	+$24.2K	2	0.15%	Increased
4147	AIM AMI Investment Management Kendallville, Indiana	$454K	-$9.89K	2	0.18%	Reduced
4148	HWA Heartwood Wealth Advisors Richmond, Virginia	$450K	+$452K	1	0.07%	New
4149	DC Diametric Capital Boston, Massachusetts	$449K	+$478K	1	0.32%	New
4150	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$444K	-$10K	1	0.23%	Reduced