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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
2501	AWS Aris Wealth Services State College, Pennsylvania	$1.81M	+$101K	2	2.02%	Increased
2502	AR Advisory Research Chicago, Illinois	$1.81M	+$349K	3	0.02%	Increased
2503	HCM Hengehold Capital Management Cincinnati, Ohio	$1.78M	+$11.4K	1	0.63%	Increased
2504	LPC Loeb Partners Corp New York	$1.78M	-$34.8K	2	0.53%	Reduced
2505	WA Wealth Architects Mountain View, California	$1.78M	+$1.7M	3	1.05%	New
2506	AF Affiance Financial St. Louis Park, Minnesota	$1.78M	+$1.68M	2	3.12%	New
2507	RDM Retirement Design & Management Westport, Connecticut	$1.78M	+$1.7M	2	1.35%	New
2508	CCM Contrarian Capital Management Greenwich, Connecticut	$1.78M	+$1.68M	1	0.56%	New
2509	AC Alexandria Capital Arlington, Virginia	$1.77M	-$15	10	0.69%	Reduced
2510	CL CIM LLC Albany, New York	$1.76M	-$157K	4	0.83%	Reduced
2511	CAS Cue Advisory Services Phoenix, Arizona	$1.75M	+$1.72M	3	1.84%	New
2512	AC Argentiere Capital Zug, Switzerland	$1.74M	$0	1	0.33%	Maintained
2513	AF Aldebaran Financial	$1.73M	+$491K	2	1.52%	Increased
2514	WFI West Family Investments Carlsbad, California	$1.73M	+$1.64M	1	0.34%	Increased
2515	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.72M	-$59.7K	2	1.4%	Reduced
2516	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.71M	$0	1	4.43%	Maintained
2517	VNA VNBTrust National Association Charlottesville, Virginia	$1.71M	+$302K	5	0.76%	Increased
2518	DDC Daniel Devine & Co Parkland, Florida	$1.7M	+$1.61M	1	1.21%	New
2519	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.69M	-$92.3K	3	1.18%	Reduced
2520	CMANY Capital Management Associates (New York) New York	$1.67M	-$15.4K	3	2.45%	Reduced
2521	IAS IMA Advisory Services Denver, Colorado	$1.67M	-$425K	2	0.86%	Reduced
2522	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1.65M	+$1.07M	21	1.21%	Increased
2523	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.65M	+$161K	5	0.82%	Increased
2524	KAM Kazazian Asset Management Fort Lauderdale, Florida	$1.65M	+$1.55M	2	1.43%	New
2525	Burgundy Asset Management Toronto, Ontario, Canada	$1.64M	-$103M	1	0.02%	Reduced