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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
2476	FAN Financial Advisors Network Tustin, California	$2.69M	-$111K	4	2.33%	Reduced
2477	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.67M	-$39.6K	2	0.98%	Reduced
2478	WI WrapManager Inc Mill Valley, California	$2.67M	+$12K	3	0.98%	Increased
2479	SC Searle & Co Greenwich, Connecticut	$2.66M	+$881K	4	1.86%	Increased
2480	P8IP Pier 88 Investment Partners San Francisco, California	$2.65M	-$139K	6	1.09%	Reduced
2481	AC Addison Capital Conshohocken, Pennsylvania	$2.65M	+$411K	3	2.13%	Increased
2482	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$2.65M	+$112K	9	1.9%	Increased
2483	PFC Poplar Forest Capital Pasadena, California	$2.64M	$0	1	0.22%	Maintained
2484	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$2.63M	-$5.81M	3	1.15%	Reduced
2485	CPO Cerity Partners OCIO New York	$2.61M	+$182K	3	0.21%	Increased
2486	JWBC J.W. Burns & Co Dewitt, New York	$2.6M	+$23.5K	4	0.72%	Increased
2487	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$2.59M	+$9.17K	2	6.76%	Increased
2488	CP Camelot Portfolios Maumee, Ohio	$2.58M	+$441K	5	1.26%	Increased
2489	GEM Global Endowment Management Charlotte, North Carolina	$2.57M	-$525K	6	0.37%	Reduced
2490	Accredited Investors Edina, Minnesota	$2.57M	-$330K	3	0.64%	Reduced
2491	MHS M Holdings Securities Portland, Oregon	$2.57M	-$296K	5	0.99%	Reduced
2492	Nicholas Hoffman & Company Atlanta, Georgia	$2.55M	-$77.8K	4	1.2%	Reduced
2493	AAIM American Assets Investment Management San Diego, California	$2.55M	$0	2	0.52%	Maintained
2494	FWC First Washington Corp Seattle, Washington	$2.55M	+$111K	2	1.4%	Increased
2495	PL Polianta Ltd St Helier, Jersey	$2.54M	-$3.08M	2	1.53%	Reduced
2496	DS Dudley & Shanley Palm Beach, Florida	$2.53M	+$410K	1	0.53%	Increased
2497	Avior Wealth Management Omaha, Nebraska	$2.53M	+$188K	17	0.85%	Increased
2498	DRS Deane Retirement Strategies New Orleans, Louisiana	$2.53M	+$2.56M	1	2.1%	New
2499	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$2.53M	-$734K	2	1.04%	Reduced
2500	VCM Vivaldi Capital Management Chicago, Illinois	$2.48M	+$3.2M	3	0.75%	New