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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
2326	HPBT High Point Bank & Trust High Point, North Carolina	$2.67M	$0	9	0.71%	Maintained
2327	MVA Mount Vernon Associates Baltimore, Maryland	$2.67M	-$61.1K	2	5.52%	Reduced
2328	NAM Nichols Asset Management Sudbury, Massachusetts	$2.67M	+$254K	4	4.98%	Increased
2329	EA Euclid Advisors Hartford, Connecticut	$2.66M	-$97.4M	3	15.33%	Reduced
2330	KA Kovack Advisors Ft. Lauderdale, Florida	$2.66M	+$1.24M	5	1.29%	Increased
2331	Simplicity Solutions Minneapolis, Minnesota	$2.66M	-$107K	5	1.29%	Reduced
2332	BAM Boyar Asset Management New York	$2.64M	-$33.6K	1	2.09%	Reduced
2333	MFW Mosaic Family Wealth St. Louis, Missouri	$2.64M	+$137K	23	1.23%	Increased
2334	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$2.62M	+$852K	1	0.32%	Increased
2335	NorthRock Partners Minneapolis, Minnesota	$2.62M	-$304K	1	1.12%	Reduced
2336	HBWM Hollow Brook Wealth Management Katonah, New York	$2.62M	+$64.8K	1	1.55%	Increased
2337	PWW Pettyjohn Wood & White Lynchburg, Virginia	$2.62M	-$44.6K	2	1.24%	Reduced
2338	BMM Buffington Mohr McNeal Boise, Idaho	$2.61M	$0	4	1.1%	Maintained
2339	PNAA Pictet North America Advisors Geneva 73, Switzerland	$2.61M	-$885K	3	0.62%	Reduced
2340	OLA Oliver Luxxe Assets Gladstone, New Jersey	$2.61M	+$769K	2	2.04%	Increased
2341	RWA RGT Wealth Advisors Dallas, Texas	$2.6M	+$2.51M	4	1.61%	New
2342	CAS Cue Advisory Services Phoenix, Arizona	$2.6M	-$91.2K	5	2.19%	Reduced
2343	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$2.6M	+$411K	5	0.26%	Increased
2344	SWA Sutton Wealth Advisors Tampa, Florida	$2.58M	+$39.7K	38	2.35%	Increased
2345	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$2.57M	-$845K	3	0.33%	Reduced
2346	SP Steelhead Partners Seattle, Washington	$2.57M	-$1.31M	1	0.25%	Reduced
2347	WFI West Family Investments Carlsbad, California	$2.56M	-$547K	2	0.48%	Reduced
2348	MC Miles Capital West Des Moines, Iowa	$2.56M	+$859K	7	1.74%	Increased
2349	Nicholas Hoffman & Company Atlanta, Georgia	$2.56M	-$289K	4	1.4%	Reduced
2350	SS Sunbelt Securities Houston, Texas	$2.56M	+$647K	6	3.09%	Increased