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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	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1.27M	+$237K	3	0.27%	Increased
2527	KFA Kelleher Financial Advisors New York	$1.26M	+$230K	6	0.7%	Increased
2528	FI FCM Investments Dallas, Texas	$1.25M	-$2.61M	4	0.67%	Reduced
2529	TM Tikvah Management Charlotte, North Carolina	$1.25M	$0	1	0.69%	Maintained
2530	B Bellecapital Zurich, Switzerland	$1.25M	+$439K	3	1.67%	Increased
2531	KPCM Kings Point Capital Management Great Neck, New York	$1.25M	-$285K	11	0.32%	Reduced
2532	FWP FAS Wealth Partners Leawood, Kansas	$1.25M	-$217K	2	0.64%	Reduced
2533	VNA VNBTrust National Association Charlottesville, Virginia	$1.24M	+$290K	4	0.72%	Increased
2534	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.23M	-$429K	1	0.29%	Reduced
2535	LGC Laurel Grove Capital Los Angeles, California	$1.23M	-$384K	2	0.7%	Reduced
2536	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.23M	+$20K	2	1.34%	Increased
2537	IAS INR Advisory Services Media, Pennsylvania	$1.22M	$0	1	0.23%	Maintained
2538	KA Kovack Advisors Ft. Lauderdale, Florida	$1.22M	+$210K	4	0.76%	Increased
2539	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.22M	+$838	14	0.58%	Increased
2540	EA Elm Advisors Burlingame, California	$1.22M	+$9.31K	2	1.18%	Increased
2541	FPB First PREMIER Bank Sioux Falls, South Dakota	$1.21M	-$34.9K	6	0.96%	Reduced
2542	NCM Newgate Capital Management Greenwich, Connecticut	$1.2M	-$197K	1	1.08%	Reduced
2543	KCM Karp Capital Management Sausalito, California	$1.2M	-$367K	2	0.83%	Reduced
2544	Lido Advisors Los Angeles, California	$1.19M	+$1.13M	3	0.4%	New
2545	FA FCG Advisors Chatham, New Jersey	$1.19M	+$71.4K	3	0.42%	Increased
2546	FUBT First United Bank & Trust Oakland, Maryland	$1.19M	+$3.88K	2	1.09%	Increased
2547	ECAM East Coast Asset Management Essex, Massachusetts	$1.18M	-$30.7K	1	0.63%	Reduced
2548	BCM Beck Capital Management Austin, Texas	$1.18M	-$554K	2	0.82%	Reduced
2549	OAM Occidental Asset Management Burlingame, California	$1.18M	+$8.42K	3	1.43%	Increased
2550	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.16M	-$35.3K	3	0.28%	Reduced