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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
2526	HHGA Halbert Hargrove Global Advisors Long Beach, California	$627K	-$91.6K	2	0.19%	Reduced
2527	ACM Antonetti Capital Management Naples, Florida	$625K	-$140K	10	0.55%	Reduced
2528	JT Jump Trading Chicago, Illinois	$609K	-$174K	12	0.03%	Reduced
2529	UBV United Bank (Virginia) Vienna, Virginia	$609K	+$7.83K	1	5.32%	Increased
2530	GPC Glacier Peak Capital Bellevue, Washington	$608K	-$2.38M	2	0.55%	Reduced
2531	IUAM Itau USA Asset Management New York	$602K	-$149K	2	0.2%	Reduced
2532	Empirical Wealth Management Seattle, Washington	$598K	-$4.89K	1	0.16%	Reduced
2533	RMC Regis Management Company Menlo Park, California	$598K	$0	1	0.19%	Maintained
2534	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$593K	+$13.6K	1	0.61%	Increased
2535	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$591K	+$220K	1	0.17%	Increased
2536	RiverFront Investment Group Richmond, Virginia	$589K	-$4.34K	1	0.02%	Reduced
2537	RVP Relative Value Partners Northbrook, Illinois	$587K	-$32.5K	1	0.08%	Reduced
2538	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$581K	-$571K	2	0.32%	Reduced
2539	CFG CKW Financial Group Honolulu, Hawaii	$576K	-$31.2K	17	0.27%	Reduced
2540	LPT Legacy Private Trust Neenah, Wisconsin	$568K	+$83K	2	0.1%	Increased
2541	AF Aldebaran Financial	$565K	-$1.15M	2	0.49%	Reduced
2542	BW Gestao de Investimentos Sao Paulo, Brazil	$562K	-$298K	2	0.31%	Reduced
2543	CC Cannell Capital Alta, Wyoming	$562K	-$149K	1	0.2%	Reduced
2544	SFM Signature Financial Management Norfolk, Virginia	$560K	+$76.4K	1	0.48%	Increased
2545	CPP Crow Point Partners Boston, Massachusetts	$543K	+$504K	2	0.07%	New
2546	ZIG Zuckerman Investment Group Chicago, Illinois	$543K	-$18.9K	1	0.13%	Reduced
2547	GAG GM Advisory Group Melville, New York	$541K	-$2.72K	1	0.42%	Reduced
2548	WCM Windward Capital Management Los Angeles, California	$540K	+$227K	1	0.2%	Increased
2549	ESBC E.S. Barr & Co Lexington, Kentucky	$537K	-$58.5K	2	0.07%	Reduced
2550	FBFS First Business Financial Services Madison, Wisconsin	$537K	+$84.1K	2	0.21%	Increased