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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
2351	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$219K	+$213K	1	0.33%	New
2352	MC MRJ Capital New York	$219K	+$217K	1	0.16%	New
2353	AIS APG Investment Services Dj Heerlen, Netherlands	$218K	+$213K	1	3.68%	New
2354	PGH Partners Group Holding Baar-Zug, Switzerland	$218K	+$236K	1	0.08%	New
2355	VFP Verus Financial Partners Richmond, Virginia	$216K	+$211K	1	0.12%	New
2356	BP BBR Partners New York	$208K	+$207K	1	0.04%	New
2357	BOS Bingham Osborn & Scarborough San Francisco, California	$206K	+$201K	1	0.04%	New
2358	WPAM Wright Private Asset Management Milford, Connecticut	$203K	+$199K	1	1.86%	New
2359	QC QCM Cayman Houston, Texas	$202K	+$197K	2	0.15%	New
2360	GPA GSB Podium Advisors New York	$197K	+$201K	1	7.11%	New
2361	UMA USA Mutuals Advisors Dallas, Texas	$194K	+$189K	1	0.16%	New
2362	BWM Baystate Wealth Management Boston, Massachusetts	$191K	+$189K	5	0.09%	New
2363	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$171K	+$170K	2	1.98%	New
2364	MIA Mainstream Investment Advisers New Albany, Indiana	$168K	+$173K	1	0.1%	New
2365	MPAM Monarch Partners Asset Management Boston, Massachusetts	$165K	+$164K	1	0.1%	New
2366	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$163K	+$164K	3	0.65%	New
2367	Blackhill Capital Morristown, New Jersey	$153K	+$159K	1	0.02%	New
2368	MIM Merit Investment Management Wilmington, Delaware	$153K	+$152K	1	0.14%	New
2369	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$148K	+$143K	3	0.1%	New
2370	VIMU Veritas Investment Management (UK) London, United Kingdom	$140K	+$137K	1	0.12%	New
2371	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$134K	+$133K	4	0.09%	New
2372	SMA Simply Money Advisors Cincinnati, Ohio	$131K	+$126K	8	0.02%	New
2373	FMP Financial Management Professionals Austin, Texas	$123K	+$122K	6	0.09%	New
2374	TIM Tortoise Investment Management White Plains, New York	$111K	+$110K	3	0.07%	New
2375	New York Life Investment Management New York	$104K	+$108K	1	0.03%	New