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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
2551	BA Birinyi Associates Westport, Connecticut	$536K	$0	1	0.27%	Maintained
2552	FDS First Dallas Securities Dallas, Texas	$529K	+$3.56K	1	0.35%	Increased
2553	CA Capital Advantage Walnut Creek, California	$521K	+$75	2	0.36%	Increased
2554	DIP DT Investment Partners Chadds Ford, Pennsylvania	$521K	-$14.5K	1	0.21%	Reduced
2555	IWC Integrated Wealth Counsel Carmel, California	$521K	-$23.8K	4	0.41%	Reduced
2556	FAG Financial Advisory Group Houston, Texas	$508K	$0	1	0.28%	Maintained
2557	Heritage Wealth Advisors Richmond, Virginia	$507K	$0	2	0.59%	Maintained
2558	RGNCM R.G. Niederhoffer Capital Management New York	$500K	+$501K	1	2.04%	New
2559	PC Passport Capital San Francisco, California	$492K	-$22.4M	3	0.01%	Reduced
2560	CS Comerica Securities Detroit, Michigan	$489K	+$225K	2	0.46%	Increased
2561	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$485K	+$225K	2	0.29%	Increased
2562	NC NewSquare Capital Newtown Square, Pennsylvania	$480K	-$7.75K	3	0.19%	Reduced
2563	IF IRON Financial Northbrook, Illinois	$478K	$0	1	0.36%	Maintained
2564	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$476K	+$72.1K	14	1.28%	Increased
2565	VC Vicus Capital State College, Pennsylvania	$475K	+$251K	2	0.16%	Increased
2566	Avior Wealth Management Omaha, Nebraska	$474K	+$231K	9	0.4%	Increased
2567	HM Harvest Management New York	$466K	+$449K	1	0.8%	New
2568	HS Huntington Steele Oaks, Pennsylvania	$465K	+$200K	2	0.21%	Increased
2569	RWM Raffa Wealth Management Washington, District of Columbia	$460K	-$14.3K	8	0.37%	Reduced
2570	New York Life Investment Management New York	$444K	+$247K	3	0.09%	Increased
2571	MAM Myriad Asset Management North Point, Hong Kong	$438K	-$11.6M	1	0.09%	Reduced
2572	SNS Financial Group Minneapolis, Minnesota	$433K	-$1.99M	1	0.19%	Reduced
2573	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$420K	+$149K	16	0.5%	Increased
2574	PWM ParenteBeard Wealth Management York, Pennsylvania	$420K	-$1.5M	1	0.21%	Reduced
2575	Karpus Investment Management Pittsford, New York	$419K	+$191K	2	0.02%	Increased