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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	LCM Landscape Capital Management Englewood, New Jersey	$567K	+$161K	4	0.39%	Increased
2552	ZIG Zuckerman Investment Group Chicago, Illinois	$567K	-$6.49K	1	0.12%	Reduced
2553	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$561K	$0	2	0.32%	Maintained
2554	SAM Summit Asset Management Memphis, Tennessee	$558K	$0	2	0.43%	Maintained
2555	BFC Blue Fin Capital Warren, Rhode Island	$557K	-$203K	2	0.44%	Reduced
2556	LC Lourd Capital Beverly Hills, California	$555K	+$4.81K	1	0.06%	Increased
2557	HS Huntington Steele Oaks, Pennsylvania	$542K	$0	2	0.23%	Maintained
2558	WCM Weatherstone Capital Management Denver, Colorado	$541K	+$31.3K	2	0.28%	Increased
2559	VC Vicus Capital State College, Pennsylvania	$537K	+$27.5K	2	0.18%	Increased
2560	FAG Financial Advisory Group Houston, Texas	$533K	+$1.44K	1	0.3%	Increased
2561	Heritage Wealth Advisors Richmond, Virginia	$533K	$0	2	0.55%	Maintained
2562	V1I Victoria 1522 Investments San Francisco, California	$530K	-$5.4M	1	5.59%	Reduced
2563	GIM Greylin Investment Management Orange, Virginia	$527K	-$246K	2	0.13%	Reduced
2564	AWA ARS Wealth Advisors St. Petersburg, Florida	$526K	-$259K	2	0.25%	Reduced
2565	GJCM Grand Jean Capital Management San Francisco, California	$522K	-$11.7M	1	0.21%	Reduced
2566	FPCP Fort Point Capital Partners San Francisco, California	$521K	+$507K	1	0.39%	New
2567	CA Capital Advantage Walnut Creek, California	$514K	+$76	2	0.27%	Increased
2568	BA Birinyi Associates Westport, Connecticut	$508K	$0	1	0.23%	Maintained
2569	GA Geller Advisors New York	$505K	+$500K	2	0.28%	New
2570	STIA Stone Toro Investment Advisers Princeton, New Jersey	$502K	+$55.3K	3	1.19%	Increased
2571	IWC Integrated Wealth Counsel Carmel, California	$499K	$0	1	0.51%	Maintained
2572	SR Sloane Robinson London, United Kingdom	$498K	+$133K	1	0.71%	Increased
2573	EA Evanston Advisors Schaumburg, Illinois	$495K	-$6.26M	1	0.17%	Reduced
2574	FDS First Dallas Securities Dallas, Texas	$495K	-$108K	1	0.29%	Reduced
2575	MM Main Management San Francisco, California	$488K	$0	1	0.11%	Maintained